Insurance Sales Consultant

hace 1 mes


San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo
Job Title: Insurance Sales Consultant

We are seeking a highly skilled and experienced Insurance Sales Consultant to join our team at Popular Bank. As an Insurance Sales Consultant, you will be responsible for managing sales-based marketing strategies, identifying and securing potential clients, and providing comprehensive risk management solutions.

Job Description:

  • Meet with new, existing, and prospective policyholders to assess their financial position and propose plan options.
  • Develop commercial clients about their insurance options, based on benefits and limitations of each policy.
  • Ensure all clients complete required forms, inform clients on insurance policy requirements, and facilitate the claims process.
  • Host special events created exclusively for Popular employees, individual, commercial and corporate clients.
  • Prepare and deliver insurance proposals to potential and existing clients.
  • Inform of any sales/services efforts and client's complaints.

Responsibilities (cont.):

  • Avoid service breaches by ensuring compliance with local, state and federal laws and regulations.
  • Maintain strict adherence to service standards, sales practices procedures, and Popular corporate rules.
  • Expand existing insurance programs with clients, develop and manage client relationships to increase penetration sales and cultivate new business opportunities.
  • Stay up-to-date with available Popular resources and solutions, and match those to client business requirements.
  • Effectively manage sales objectives.

Requirements:

  • Bachelor's degree in business administration or related field is preferred.
  • At least three years of experience in sales and process management is preferred.
  • Licensed in Life and/or Disability and/or Property & Casualty is required.

Salary and Benefits:

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits including medical, dental, and vision coverage, 401(k) matching, and paid time off.

About Us:

Popular Bank is Puerto Rico's leading financial institution, offering a wide variety of services and financial solutions to our customers. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve.

Why Join Us:

We value your diverse skills, experiences, and backgrounds. By joining our team, you will have the opportunity to make a real impact in the lives of our customers and contribute to the success of our organization.



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