Services Sales Executive

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.