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Financial Sales Professional Jobs in Puerto Rico

InsuraTec

Sales Representative (Remote)

Humacao, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Caguas, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Isabela, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Fajardo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Ponce, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Arecibo, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Dorado, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

InsuraTec

Sales Representative (Remote)

Yauco, PR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... We are committed to supporting your personal and professional growth every step of the way.

Legal Credit Solutions

Be Seen First

Credit Repair Sales Executive

San Juan, PR · On-site

$25K - $30K/mo

... financial improvement programs. This role requires strong communication, sales, and customer ... Provide professional customer service throughout the sales process * Ensure compliance with ...

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Financial Sales Professional information

What is a financial sales professional?

Financial Sales Professionals are individuals who sell financial products and services, such as insurance policies, investment options, or banking solutions, to individuals and businesses. They assess clients' financial needs, provide tailored recommendations, and help clients make informed decisions about their finances. In addition to sales, they often build long-term relationships with clients and stay updated on financial markets and products. Strong communication, analytical, and customer service skills are essential for success in this role.

How does a financial sales professional typically collaborate with other departments to serve clients effectively?

As a Financial Sales Professional, you’ll frequently work alongside financial advisors, underwriters, and customer service teams to deliver comprehensive solutions to clients. Collaboration is key in ensuring that clients receive tailored products that fit their needs, and you’ll often coordinate with product specialists to stay updated on offerings and compliance requirements. Effective communication with internal partners not only helps you close sales but also fosters long-term client relationships through seamless service delivery.

What are the key skills and qualifications needed to thrive as a financial sales professional, and why are they important?

To thrive as a Financial Sales Professional, you need a solid understanding of financial products, sales strategies, and market analysis, often supported by a finance-related degree and relevant licenses such as Series 7 or 63. Familiarity with CRM software, financial planning tools, and trading platforms is typically required. Exceptional interpersonal skills, persuasive communication, and resilience set top performers apart in this competitive field. These abilities are crucial for building client trust, meeting sales targets, and adapting to dynamic financial markets.

What is the difference between Financial Sales Professional vs Financial Advisor?

AspectFinancial Sales ProfessionalFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or ChFC
Work EnvironmentSales-focused, often in banks, brokerages, or insurance firmsClient-focused, providing personalized financial planning
Employer & IndustryFinancial services firms, brokerage houses, insurance companiesIndependent or firm-based financial planning firms, banks

While both roles involve financial products, a Financial Sales Professional primarily focuses on selling financial products and meeting sales targets, often with a licensing requirement. A Financial Advisor emphasizes personalized financial planning and long-term client relationships, often with advanced certifications. Understanding these differences helps job seekers identify the right career path in the financial industry.

Is a financial sales professional a good career?

A financial sales professional is a career that involves selling financial products and services, often requiring strong communication skills and industry knowledge. It can offer high earning potential through commissions and bonuses, but also involves performance targets and market fluctuations. Success in this field often depends on certifications, experience, and building client relationships.

What are the most commonly searched types of Financial Sales jobs in Puerto Rico?

The most popular types of Financial Sales jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Financial Sales Professional jobs?

Cities in Puerto Rico with the most Financial Sales Professional job openings:

Financial Sales Professional jobs near you
Infographic showing various Financial Sales Professional job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Sales Representative (Remote)

InsuraTec

Rio Grande, PR • Remote

Full-time

Re-posted 24 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply