Executive – New Business Development
People Talent Acquisition
Executive – New Business Development
People Talent Acquisition
Insurance brokerage and risk management firm
Company Overview
Our client is a leading and highly respected organization with a diversified investment portfolio spanning the real estate, media, customer experience, and infrastructure sectors. Headquartered in San Juan, Puerto Rico, with operations throughout the United States and Latin America, the company has established a strong track record of success driven by value creation, strategic growth, and the delivery of sustainable long-term results. Its market leadership is supported by a culture of excellence and a team of highly talented, innovative, and committed professionals.
As part of its vision for continued growth and business expansion, the organization is seeking an Executive, New Business Development. This strategic leadership role will be responsible for identifying, evaluating, and developing new business opportunities, establishing high-impact partnerships, and driving initiatives that support revenue growth, profitability, and the company's competitive advantage across its markets.
Job Summary
The New Business Development Executive is responsible for driving sustainable revenue growth by identifying, prospecting, and acquiring new clients for the organization. This is a highly proactive hunter role focused on expanding the company's client portfolio through strategic prospecting, consultative selling, and relationship development.
The role manages the complete sales lifecycle, from lead generation and qualification through solution development, proposal presentation, contract negotiation, and closing, while collaborating closely with Operations, Client Success, Finance, and other cross-functional teams to deliver customized outsourcing solutions that meet client needs.
Responsibilities and Duties
Qualifications and Skills
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.
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