Sales Executive

Date: May 12, 2021

Location: San Juan, PR


A leading financial institution setting the pace through its commitment to corporate values and a superior client satisfaction, seeks a qualified candidate to join its POPULAR team of successful professionals in Puerto Rico for the following position:

Full Time Job Opportunity

General Description

Sells mortgage services to new or current customers of financial institution by performing the following duties outside of company’s premises:

Essential Duties and Responsibilities

The following functions must be perform on a regular basis (more than 70% of the time) outside of company’s premises, preferably at client’s place of business whenever is possible.


Travels throughout assigned territory to contact regular customers, prospective customers, and referral leads.   Interview and provide orientation to clients and prospects to offer best available product.  Attain annual and monthly sales goals.  Makes presentations on products and services to groups to attract new clients outside of company’s premises, preferably at client’s place of business whenever is possible.  Attend sales and trade meetings and activities to develop new business prospects.  Complete applications or loan origination outside of company’s premises, preferably at client’s place of business whenever is possible.  Promotes cross-selling of other financial services offer by the corporation.   Builds and maintains relationships with customers.


The following functions could be performed inside or outside company’s premises.

Compiles lists of prospective clients to provide leads for additional business and cross-selling opportunities.  Prepares proposals to sell products and services.  Pre-qualify potential clients according to customers' financial capabilities.  Prepare good faith estimate or quotes.  Evaluates costs and revenue of agreements to determine if they are profitable to continue.  Reviews business trends and advises customers regarding expected fluctuations.  Prepares reports of business transactions, forms and agreements to complete sales.  Follow standard operating procedures and Quality Service Standards.   Assure compliance with all applicable regulations on a timely basis.

Minimum Education

Bachelor's Degree in Business Administration or related fields


One (1) to three (3) years of mortgage banking experience or two (2) years more of sales experience


Analytical Discipline
Collaboration & Teamwork
Change Agent
Customer Centric
Self Development
Business Excellence

Important: The candidate must provide evidence of academic preparation or courses related to the published job.

As Puerto Rico’s leading financial institution, we reaffirm our commitment to offer essential financial services and solutions for our customers at all times, 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.


Popular Inc., is an Equal Opportunity Employer

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