Job Description:
Position Title: Account Executive
Date: Sep 26, 2024
Location: Guaynabo, PR
Company: Popular Bank
Job Type
This is a Full Time Opportunity
General Description
Responsible for executing the sales and marketing plan and managing the relationship with key contributors in the assigned business channel. Implement various sales techniques, as needed, to promote distribution of new products and programs. Ensures that the sales offerings are compliant with the Joint Marketing Agreements, and applicable rules and regulations. Monitors run-off portfolio revenue and process performance.
Essential Duties and Responsibilities
- Responsible for executing the sales and marketing plan and managing the relationship with key contributors in their assigned business channel. Sales techniques include telemarketing, direct mail and person to person. Offers support / guidance to sales representatives, BPPR personnel and other key stakeholders related to products managed. Promotes new products and programs by developing product training, related compliance and sales techniques.
- Monitors sales offerings performed with business partners and compliance with Joint Marketing Agreements (JMA) requirements for telemarketing, digital, and/or mailing offerings. Monitors run-off portfolio procedures (including credit insurance portfolio) such as cancellations, complaints, and claims requests.
- Support Bancassurance Team in investigating and gathering data for External/Internal Audit, Compliance and Regulatory related requests
- Responsible for self-assessment of the sales channels together with the collection of evidence to support responses.
- Develops monthly sales reports, including analysis and variances. Monitors sales performance and process efficiency. Implement strategies for effective communication with stakeholders, including results and action items.
- Communicates with management and users to assure smooth functioning of newly implemented Unit procedures. Ensures that procedures are updated. Designs and performs testing and validation activities for processes of the Sales unit.
Education
Bachelor's DegreeExperience
At least five years of related experience. Experience in sales and process management preferred. Knowledge of insurance, credit cards or personal loans operations desirable.
Certifications / Licenses
Puerto Rico Insurance Commissioner license (Preferred).
Other Qualifications
- Knowledge of Insurance products, services, underwriting, and business laws and regulations.
- Knowledge of MS Excel, and Power Point required. Power BI desirable.
- Fully bilingual (Spanish and English).
- Knowledge of MS Excel, and Power Point required. Power BI desirable.
- Customer Focused
- Analytical skills
- Problem Solver, timely and successful. Capacity to work in teams and collaborate with peers to meet common goals.
- Ability to work with multiple tasks simultaneously and under pressure.
- Ability to organize and administer time effectively. Successful in complying with deadlines
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. 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; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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Job Segment: Account Executive, Compliance, Inside Sales, Telemarketing, Sales, Legal
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