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Channel Optimization Executive

Apply Location San Juan Requisition Number R-88544

Job Purpose

Coordinate all aspects of Point of Sale training, including training plans, training manuals, and training logistics along with the Sales Force and Client.  Provide ongoing service visits to assigned accounts and take actions upon visit results.

Primary Job

  • Optimize sales through building relationships with various levels of management
  • Drive sales within all sales channels such as corporate, dealer and telesales
  • Set sales goals in collaboration with client management
  • Develop, monitor and circulate sales reports and marketing plans to ensure sales goals are met
  • Consult with client management to make and execute plans for achieving and exceeding sales goals
  • Develop plans and conduct Point of Sale Training.
  • Provide ongoing service visits to accounts, identify areas to improve, and coordinate corrective actions for visits results.
  • Creation and preparation of training manuals.
  • Monitor, track and analyze accounts insurance penetration per branch.
  • Coordinate, monitor, track and analyze motivational programs.
  • Participate in client meetings related to training issues.
  • Prepare specific training reports as necessary.
  • Keep abreast of account premium production and analyze training and SVC visit activity.
  • Analyze training/visit results and prepare action plans according to their particular needs.
  • Brochure placement and delivery.
  • Signage placement.
  • Promotional duties on Special Events.


  • Bachelor’s Degree in Business Administration - Marketing
  • Advanced Excel skills
  • Fully Bilingual

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  • Sales and Account Management, San Juan, San Juan, Puerto RicoRemove

Meet Our People

Ignacio D. - Senior Operations Analyst

Whether I'm working with people in Argentina or Chile or Miami, we all feel like we're part of the same company. And within my own group, we share ideas and analyze as a team - and drive for change, for improvements. We'll show each other how we do things and lend advice.

I also enjoy the focus on work-life balance - in the workplace, we're offered exercise classes or stretching classes with a trainer, for example. I've had the flexibility to take classes and training. And, we have the opportunity to give back to the community through events held throughout the year.