Sales Executive

MCS Puerto Rico; San Juan (PR); On-site; USD 55,000 - 85,000; Full time

Job summary

MCS Puerto Rico seeks a sales professional to present products to prospects and guide them to closing the sales cycle in Puerto Rico.

You will prepare accurate sales reports, maintain relationships with producers, agencies, and direct clients, and ensure documentation meets underwriting requirements. Regular travel within Puerto Rico is required.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field.
• Minimum 3 years of sales experience in healthcare insurance preferred.
• Licenses: Driver's License in PR; Life and Disability Insurance Agent License; Health Services License; willingness to become certified if unlicensed.

Responsibilities

• Identify potential clients and market segments for expanding the company's business opportunities.
• Present products and services with compelling sales presentations to prospects.
• Build and maintain relationships with producers, insurance agencies, and direct clients.
• Participate in sales initiatives and training to improve product knowledge and sales effectiveness.
• Develop and implement sales strategies to generate new business and referrals.
• Verify and analyze sales documents for commercial groups, ensuring underwriting readiness.
• Ensure all cases are submitted with complete documentation for underwriting approvals.
• Maintain detailed records of sales activities and lead progress.
• Meet targets for calls, visits, quotations, and sales to drive revenue.
• Represent the company at industry events and professional activities.

Skills

Sales

Account management

CRM knowledge

Education

Bachelor's degree in Business Administration/Marketing

Tools

CRM software

Job description

GENERAL DESCRIPTION:

Responsible for presenting products to prospects and ensuring thorough follow-up until closing the sales cycle to meet company goals. Prepare accurate sales reports to document the sales process.

Regular

Exempt

ESSENTIAL FUNCTIONS:

• Identify potential clients and market segments for expanding the company's business opportunities.


• Prepare, guide, and deliver compelling sales presentations to prospects, showcasing the company’s products and services.


• Establish and maintain strong professional relationships with producers, insurance agencies, and direct clients.


• Participate in managing sales initiatives and training to drive product knowledge and sales effectiveness.


• Develop and implement sales strategies and initiatives to generate new business and referrals.


• Receive, verify, and analyze sales documents related to commercial groups, ensuring accuracy and compliance with underwriting requirements for documents received from Brokers, Agents, and Direct Clients.


• Ensure that all cases are submitted with the necessary documents and accurate information required by the Underwriting Department, facilitating smooth processing and approvals.


• Maintain detailed records of all sales activities, documenting efforts through reports and tracking the progress of leads and sales status.


• Ensures targets for calls, visits, quotations, and sales to drive business growth and revenue.


• Represents the company in industry activities and professional organizations, conventions, conferences, or any other activity where their assistance is required.


• Must comply fully and consistently with all company policies and procedures, with local and federal laws as well as with the regulations applicable to our Industry, to maintain appropriate business and employment practices.


• May carry out other duties and responsibilities as assigned, according to the requirements of education and experience contained in this document.

MINIMUM QUALIFICATIONS:

Education and Experience: Bachelor's Degree in Business Administration, Marketing, or related areas. At least three (3) years of experience in sales, account management, or related areas, preferably in the Healthcare Insurance Industry.

“Proven experience may be replaced by previously established requirements.”

Certifications / Licenses: A Driver's License valid in the Commonwealth of Puerto Rico is required. A valid Life and Disability Insurance Agent License and Health Services License is required. (Unlicensed candidates or those with a provisional license are accepted. If not licensed, candidates must commit to becoming certified by passing the examination provided by the Commissioner of Insurance on their first or second attempt.)

Other: Car in good condition and available to travel to different locations in Puerto Rico. Knowledge of Customer Relationship Management (CRM) system is preferred.

Languages:

Spanish – Advanced (comprehensive, writing and verbal)

English – Intermediate (comprehensive, writing and verbal)

“We are an Equal Employment Opportunity Employer and take ...”