Services Sales Executive

Trans-Oceanic Life Insurance Company (TOLIC); San Juan (PR); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Pension plan with employer match

Generous paid leaves

Job summary

Trans-Oceanic Life Insurance Company (TOLIC) in San Juan, Puerto Rico, seeks a Services Sales Executive to promote and sell insurance products, nurture client relationships, and uncover new business opportunities. You will conduct client meetings, prepare proposals, track leads, and keep records in the CRM, collaborating with underwriting, customer service, and marketing.

The role requires strong sales and communication skills, English proficiency, and a preference for Spanish; a hybrid work

Qualifications

• Strong sales, negotiation and relationship-building skills for client service and retention.
• Ability to conduct needs assessments and explain products clearly to diverse audiences.
• Experience using CRM or sales management tools and standard office software.
• Excellent English communication; Spanish proficiency is a plus.
• Bachelor's degree or equivalent experience in Business, Marketing, Finance, or related field.
• Interest in life, accident, illness, and annuity insurance products and regulations.

Responsibilities

• Meet with clients and deliver presentations to promote and sell insurance products.
• Prepare proposals and follow up on leads to win new business.
• Maintain accurate records in the CRM and sales systems.
• Collaborate with underwriting, customer service, and marketing teams.
• Stay informed about industry trends and regulatory updates to guide clients.

Skills

Sales skills

Negotiation

Relationship building

Needs assessments

CRM tools

Office software

Excellent communication

Bilingual English/Spanish

Education

Bachelor's degree in Business/Marketing/Finance or related field

Tools

CRM systems

Microsoft Office

Job description

Company Description

Trans-Oceanic Life Insurance Company (TOLIC) is a Puerto Rican company with more than 65 years of experience providing cancer, life, accident, illness, and annuity insurance. The organization is dedicated to understanding and meeting the needs of its insureds, offering flexible and comprehensive products to protect individuals and families from unforeseen events. TOLIC is rated B++ (Good) by AM Best, reflecting its solid financial stability and commitment to quality service. The company offers a modern work environment with amenities such as rest areas, gaming spaces, spacious dining areas, filtered water stations, and a robust benefits package including health and dental insurance, supplemental coverage, pension plan with employer match, and generous leaves. TOLIC focuses on creating an exceptional employee experience to ensure outstanding service for its insureds.

Role Description

The Services Sales Executive is a full-time, hybrid role based in San Juan, Puerto Rico, with some work-from-home flexibility. This role is responsible for promoting and selling TOLIC's insurance products and services, nurturing relationships with existing and potential clients, and identifying new business opportunities. Day-to-day activities include conducting client meetings and presentations, preparing proposals, following up on leads, and maintaining accurate records in the company's CRM or sales systems. The Services Sales Executive collaborates with underwriting, customer service, and marketing teams to ensure that client needs are met and that policies are issued and serviced efficiently. The role also involves staying informed about industry trends, product updates, and regulatory requirements to provide knowledgeable guidance to clients and support the company's growth objectives.

Qualifications

• Strong sales, negotiation, and relationship-building skills, with a focus on client service and retention.
• Ability to conduct needs assessments and explain insurance products clearly and accurately to diverse audiences.
• Experience using CRM or sales management tools and proficiency with standard office software (e.g., Microsoft Office, email platforms).
• Excellent communication skills in English; proficiency in Spanish is highly beneficial.
• Prior experience in insurance, financial services, or consultative sales is preferred.
• Ability to work effectively in a hybrid environment, manage time independently, and meet sales targets.
• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent relevant experience.
• Understanding of or interest in life, accident, illness, and annuity insurance products and applicable regulations.
• High ethical standards, professionalism, and commitment to providing inclusive, respectful service to all clients.