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Financial Sales Professional Jobs in Puerto Rico

Marriott

AsstDir-Finance

San Juan, PR · On-site

The position provides the financial expertise to enable the successful implementation of the brand ... Analyzes information, forecasts sales against expenses and creates annual budget plans. Compiles ...

Marriott

PR · On-site

The position provides the financial expertise to enable the successful implementation of the brand ... Analyzes information, forecasts sales against expenses and creates annual budget plans. Compiles ...

Marriott International

AsstDir-Finance

San Juan, PR · On-site

The position provides the financial expertise to enable the successful implementation of the brand ... professional area. OR • Master's degree in Finance and Accounting or related major; no work ...

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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 Manager

Service Corporation International

San Juan, PR • On-site

$40K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Service Corporation International rating

6.4

Company rating: 6.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.
Develops a well-trained sales staff that meets or exceed all sales quotas, increases market share and customer base within established budgetary levels while maintaining the highest ethical standards and observing Company policies and procedures.
JOB RESPONSIBILITIES
Staff Management and Leadership
  • Meet and exceed established location sales quotas
  • Ensure that Sales Counselors utilize methods as set forth in training manuals while observing Company policies and procedures
  • Provide initial and ongoing sales instruction to ensure that all Sales Counselors meet or exceed the needs of the customers
  • Manage Sales Counselors acting as their primary reference regarding the aftercare process, prospecting, product knowledge, sales presentations, closing skills, prices, terms, paperwork, sales guideline questions, compliance issues, and delivery of customer service

Market Share
  • Develop marketing programs that compliment the geography, demographics, ethnicity, or religions of the community
  • Analyze and be aware of competitor pricing
  • Plan and participate in community events designed to develop prospects and heighten awareness of the location

Expense Management
  • Review all pre-need contracts and at-need cemetery contracts to ensure compliance with HMIS, state/provincial and or federal laws
  • Approve all discounts offered to customers
  • Prepare reports that demonstrate compliance with financial controls

Operations Support
  • Maintain all marketing materials, training manuals, sales equipment and other sales supplies
  • Ensure that sales programs, incentives and awards, and sales presentations are budgeted, approved and conform to Company policies
  • Maintain all sales rooms and offices in a clean and orderly fashion to provide a professional atmosphere for Sales Counselors and the public

Compliance
  • Ensure that all sales counselors follow the Code of Conduct and obtain proper licensure
  • Ensure compliance of sales practices with federal, state/provincial and local regulations

MINIMUM Requirements
Education
  • High school or equivalent
  • Bachelor's degree preferred

Experience
  • Sales Management experience of 3-5 years required
  • Sales Counselor and sales supervisory experience preferred
  • Experience presenting, training, coaching and motivating salespeople and sales forces a plus

Licenses
  • Valid state/province driver's license with good driving record
  • Insurance license as required by state/province law and as prescribed by each state board

Knowledge, Skills and Abilities
  • Working knowledge of Windows-based PC environment and MS office applications
  • Knowledge of Customer Relationship Management systems a plus
  • Ability to maintain confidentiality
  • Ability to work beyond standard business hours when necessary to service customers
  • Ability to set goals for employees that are challenging but achievable

Compensation:
$40K to $90K targeted compensation (with higher earnings potential based on exceptional performance)
Benefits:
Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care) *Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program
#SCI
Postal Code: 00918-3738
Category (Portal Searching): Sales
Job Location: US-PR - San Juan

What Service Corporation International employees say

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