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Sales Operation Unit Supervisor Job Opening In – Now Hiring FirstBank PR

Sales Operation Unit Supervisor

    United States Jobs Expertini Expertini › United States › Jobs › United States › Other General › Sales Operation Unit Supervisor

Job description

UNIT SUPERVISOR (SALES OPERATIONS)- FIRSTBANK INSURANCE AGENCY PR



Our Company

At FirstBank PR , we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service.

Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service.

We are proud of our team because they are continuously surpassing our client’s expectations.



Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service?

If your answer is yes, FirstBank is the number one place for you.



A Brief Overview

Lead and optimize sales efforts across supplemental retirement insurance: life insurance, disability insurance, and long-term care insurance, and succession planning.

This role is responsible for driving customer retention, managing insurance portfolios, ensuring product suitability, supporting insureds requests, and enhancing the sales pipeline.

The Sales Operations Officer will also supervise a Business Development Coordinator, who will execute the day-to-day operational, sales, and portfolio management tasks under their guidance.

Also, the individual will supervise an Operations Specialist who processes all the applications in the system.

The ideal candidate will be a strong leader with a deep understanding of insurance solutions and a passion for developing talent and driving growth.



What you’ll do


Leadership & Supervision

+ · Supervise and mentor the Business Development Coordinator, ensuring timely and accurate execution of operational tasks.




+ · Provide training, performance feedback, and professional development support.




+ · Delegate responsibilities effectively while maintaining accountability for outcomes.




Sales Operations & Pipeline Management

+ · Oversee and optimize the sales pipeline across all insurance lines.




+ · Collaborate with sales teams to streamline opportunity tracking and reporting.




+ · Analyze sales data to identify trends, gaps, and growth opportunities.




Customer Retention & Relationship Management

+ · Develop and implement strategies to improve client retention across all insurance products.




+ · Conduct regular client portfolio reviews to ensure coverage remains aligned with evolving needs.




+ · Act as a liaison between clients and internal teams to resolve service issues efficiently.




Customer Financial Needs Review

+ · Conduct comprehensive financial needs assessments for new and existing clients.




+ · Identify gaps in coverage and recommend appropriate insurance and retirement solutions.




+ · Document findings and ensure alignment with regulatory and compliance standards.




+ · Insurance Portfolio Management


+ · Monitor and manage client insurance portfolios to ensure comprehensive and appropriate coverage.




+ · Provide insights and recommendations for portfolio adjustments based on life events, market changes, or client goals.




+ · Maintain accurate records of policy changes, renewals, and client interactions.




Annuity Suitability & Support

+ · Ensure annuity product recommendations meet regulatory suitability standards.




+ · Assist clients with annuity withdrawal, surrender, or contribution processes, providing education on options and implications.




+ · Maintain compliance with all relevant financial and insurance regulations.




Supplemental Retirement, Succession Planning & Business Life Insurance

+ · Support the sales and servicing of supplemental retirement insurance, succession planning insurance, and business life insurance.




+ · Ensure product recommendations align with client financial goals, business continuity plans, and succession strategies.




+ · Coordinate with underwriting and claims teams to facilitate smooth policy issuance and servicing.




Cross-Sell and Up-Sell Development

+ · Analyze customer data to identify opportunities for additional product offerings.




+ · Collaborate with marketing to design and implement targeted cross-sell and up-sell campaigns.




+ · Train sales teams in integrated product solutions and consultative selling techniques.




Sales Support and Operational Tasks

+ · Frequently monitor several sales efforts to ensure compliance with all applicable federal and state regulations, such as but not limited to: TCPA, Privacy regulations and Code of Insurance of Puerto Rico.




+ · Monitor and timely process Do Not Call requests made by customers.




+ · Implement innovative sales and marketing campaigns to expand our portfolio through acquisition, cross sale, and up sale initiatives.




+ · Monitor the receipt and process of insurance applications and issued policies in the management system.




+ · Reconcile all production received and distribute production reports timely.




+ · Performs any other task assigned to achieve the company goals.






What You’ll Need to Succeed

Formal Education

+ · Bachelor’s degree in finance, insurance or a related field.




+ · Insurance License- Life, Disability, Health, P&C Authorization.3


+ · Designation- Financial Paraplanner Qualified Professional



Knowledge and Experience

+ 3-5 years work experience in sales operations, finance, or accounting in insurance.



+ Bachelor’s degree in Business, Finance, Insurance, or related field.

+ 3+ years of experience in sales operations, preferably in insurance or financial services.

+ Strong understanding of supplemental retirement, succession planning, and business life insurance products.

+ Experience in managing insurance portfolios, conducting financial needs reviews, and client retention strategies.

+ Proven ability to supervise and develop junior staff.

+ Familiarity with CRM systems (e.g., AMS360, AgencyZoom) and sales analytics tools.

+ Excellent communication, analytical, and organizational skills.

+ Knowledge of regulatory requirements related to insurance suitability and compliance


EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER




Required Skill Profession

Other General


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Are You Looking for Sales Operation Unit Supervisor Job?

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The Work Culture

An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at FirstBank PR adheres to the cultural norms as outlined by Expertini.

The fundamental ethical values are:

1. Independence

2. Loyalty

3. Impartiapty

4. Integrity

5. Accountabipty

6. Respect for human rights

7. Obeying United States laws and regulations

What Is the Average Salary Range for Sales Operation Unit Supervisor Positions?

The average salary range for a varies, but the pay scale is rated "Standard" in . Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

What Are the Key Qualifications for Sales Operation Unit Supervisor?

Key qualifications for Sales Operation Unit Supervisor typically include Other General and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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Interview Tips for Sales Operation Unit Supervisor Job Success

FirstBank PR interview tips for Sales Operation Unit Supervisor

Here are some tips to help you prepare for and ace your Sales Operation Unit Supervisor job interview:

Before the Interview:

Research: Learn about the FirstBank PR's mission, values, products, and the specific job requirements and get further information about

Other Openings

Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

Dress Professionally: Choose attire appropriate for the company culture.

Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

During the Interview:

Be Punctual: Arrive on time to demonstrate professionalism and respect.

Make a Great First Impression: Greet the interviewer with a handshake, smile, and eye contact.

Confidence and Enthusiasm: Project a positive attitude and show your genuine interest in the opportunity.

Answer Thoughtfully: Listen carefully, take a moment to formulate clear and concise responses. Highlight relevant skills and experiences using the STAR method.

Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

Follow Up: Send a thank-you email to the interviewer within 24 hours.

Additional Tips:

Be Yourself: Let your personality shine through while maintaining professionalism.

Be Honest: Don't exaggerate your skills or experience.

Be Positive: Focus on your strengths and accomplishments.

Body Language: Maintain good posture, avoid fidgeting, and make eye contact.

Turn Off Phone: Avoid distractions during the interview.

Final Thought:

To prepare for your Sales Operation Unit Supervisor interview at FirstBank PR, research the company, understand the job requirements, and practice common interview questions.

Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the FirstBank PR's products or services and be prepared to discuss how you can contribute to their success.

By following these tips, you can increase your chances of making a positive impression and landing the job!

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