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People Talent Acquisition

Insurance brokerage and risk management firm

Executive – New Business Development

Full-TimeUpdated on 10/15/2026
No salary listed
Mid
Bachelor's
San Juan, Puerto Rico
In Person
Sales & Account ManagementAccount Executive

About the job

Requirements
  • A bachelor's degree in Business Administration, Marketing, Communications, Sales, or a related field; equivalent professional experience may be considered.
  • At least three years of successful experience in business development, B2B sales, strategic sales, or new business acquisition.
  • Strong understanding of commercial operations and end-to-end sales processes.
  • Demonstrated success in prospecting and closing new business opportunities.
  • Proven experience managing complex B2B sales cycles.
  • Strong consultative selling, negotiation, and relationship-building skills.
  • Excellent verbal, written, presentation, and interpersonal communication skills.
Responsibilities
  • Identify, research, and prospect organizations that could benefit from the company's Contact Center solutions.
  • Develop and execute strategic business development plans to generate qualified leads and achieve new business revenue objectives.
  • Build and maintain a robust sales pipeline through cold calling, networking, referrals, digital outreach, industry events, and strategic partnerships.
  • Conduct discovery meetings to understand prospective clients' operational challenges, customer experience needs, and business objectives.
  • Present the company's Contact Center, Customer Experience, and Business Support solutions through consultative sales conversations.
  • Develop customized proposals and commercial solutions aligned with each client's operational and financial goals.
  • Lead the full sales cycle, including prospecting, qualification, proposal development, pricing discussions, contract negotiations, and closing.
  • Build and maintain relationships with executive-level decision-makers, including Operations, Customer Experience, Human Resources, Procurement, and C-suite leaders.
  • Collaborate with Operations and other internal stakeholders to ensure proposed solutions are operationally feasible and successfully implemented.
  • Ensure a seamless transition of newly acquired clients to the Operations and Client Success teams following contract execution.
  • Maintain accurate opportunity tracking, pipeline management, sales forecasts, and customer interactions.
Desired Qualifications
  • Experience selling BPO, Contact Center, Customer Experience (CX), Business Services, Technology, Staffing, Outsourcing, or other complex business solutions is highly preferred.

About the company

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People Talent Acquisition

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Fulcro Fiducial started as a Puerto Rico–based insurance broker and expanded through mergers into a risk advisory and financial services firm. It offers insurance brokerage, risk management, financial planning, and wealth management, delivering integrated protection and long-term financial guidance for clients. The company differentiates itself by growing through strategic acquisitions to build specialized capabilities and by evolving into an integrated provider rather than a standalone broker, guided by integrity and client-first principles. Its goal is to become a comprehensive financial and risk management powerhouse that coordinates insurance, risk advisory, and wealth services to balance protection with financial planning.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

San Juan, Puerto Rico

Founded

1981

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Simplify Jobs

Simplify's Take

What believers are saying

  • 2023 Luis Juarbe merger lifted team size to 81 and portfolios to $170 million.
  • 2024 Fiducial merger opened higher-margin financial planning and wealth-management cross-sell.
  • 2026 job postings show active hiring in Atlanta, Guaynabo, and San Juan.

What critics are saying

  • 2025 integration of Fulcro People, Fiducial, and Insurance creates execution risk.
  • Multi-office expansion strains management and can dilute service quality during 2025-2026.
  • Puerto Rico concentration leaves Fulcro exposed to local economic shocks and talent competition.

What makes People Talent Acquisition unique

  • 2025 Fulcro unified insurance, benefits, HR, and wealth under one platform.
  • Puerto Rico roots plus offices in Atlanta, Florida, and Dominican Republic broaden reach.
  • Willis Towers Watson named Fulcro Puerto Rico Retail Network Member in 1985.

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Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Life Insurance
  • Disability Insurance
  • Paid Holidays
  • Paid Vacation
  • Professional Certification Support
  • Training Programs
  • Commuter Benefits

Company News

News is My Business
May 30th, 2024
Fulcro announces merger with The Fiducial Adviser

Fulcro Fiducial begins offering comprehensive risk mitigation and financial planning services. #NewsismyBusiness