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People Talent Acquisition

Insurance brokerage and risk management firm

Executive – New Business Development

Account ExecutivePosted on Nov 13
Full-timeSan Juan, Puerto RicoNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Business Administration, Marketing, Communications, Sales, or a related field is required; 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 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 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 in Operations, Customer Experience, Human Resources, Procurement, and C-suite roles.
  • Collaborate with Operations and internal stakeholders to ensure proposed solutions are operationally feasible and successfully implemented.
  • Ensure newly acquired clients transition smoothly to the Operations and Client Success teams after 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

People Talent Acquisition

Insurance brokerage and risk management firm

Fulcro Fiducial provides insurance brokerage, risk management, financial planning, and wealth management services, expanding from a Puerto Rico-based broker into an integrated risk and financial advisory firm through mergers. Its products pair insurance coverage with strategic financial planning and advisory guidance to protect clients and meet long-term goals. It differentiates itself by growing through acquisitions to build specialized capabilities (such as food-services risk) and by integrating risk advice with financial planning rather than offering siloed services. The goal is to be a comprehensive financial and risk management partner that balances protection with wealth planning for clients.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
San Juan, Puerto Rico
Founded
1981

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