Sales & Services Officer | Retirement Plans Education & Comm.

Date: Mar 4, 2026Location:San Juan, PRCompany: PopularWorkplace Type: Hybrid Sales & Services Officer | Retirement Plans Education & Comm. Job TypeFull Time - ExemptGeneral DescriptionServes as the primary point of contact for plan sponsors, supporting employee education sessions, participant notices, plan review meetings, and sponsor focused educational events. This role manages ongoing client relationships, coordinates educational meetings for employees, participant materials, and supports participant education initiatives while partnering closely with Recordkeeping, Popular Asset Management, and the Retirement Plans Sales Team to deliver a high quality client experience.Essential Duties And Responsibilities Coordinate and support education and communication needs, and client inquiries, in collaboration with internal teams (Recordkeeping, Popular Asset Management, and Sales Team). Support and participate in client meetings, plan reviews, and participant education sessions (virtual and/or in-person), as applicable. Assist in the preparation and delivery of retirement plan communications, educational materials, and presentations for plan sponsors and participants. Respond to client and participant inquiries in a timely, professional, and solutions-oriented manner. Support sales and retention efforts by identifying client needs and collaborating with internal partners to deliver appropriate solutions. Ensure services are delivered in accordance with plan documents, internal policies, and applicable regulatory requirements. Maintain accurate documentation and follow internal controls and compliance standards.EducationBachelor’s degree in Business Administration, Finance, Accounting, or a related field preferredExperience At least 2 years of experience in customer service. Experience in retirement plans, financial services, or related roles preferred.Additional Requirements Effective oral and written communication skills in Spanish (advanced level) and English (fluent). Proficient in Microsoft Office 365, including Excel, Word, Teams and Outlook. Advanced proficiency in Microsoft PowerPoint to create clear, effective, and professional presentations. Knowledge of defined contribution retirement plans (e.g., 401(k), 1081.01 plans, participant education) is highly desirable. Strong client service orientation and relationship management skills. Ability to explain technical concepts in a clear, client-friendly manner. Strong organizational skills with the ability to manage multiple priorities. Ability to work effectively in a collaborative, cross-functional environment. Availability to travel to the Virgin Islands and the United States several times per year to deliver presentations.Region LocationsPopular Center North BuildingSan Juan, PRWork ScheduleHybrid work scheduleMonday to Friday- 8:30 am to 5:30 pmFlexibility to work non-business hours, holidays, and weekend when needed.Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.Values Passion for People Succeed Together Own Every Moment Build the FutureImportant: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.About UsPopular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.Are you ready for a rewarding career?Popular is an Equal Opportunity Employer, including Disability/VetsLearn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com .Connect with us!LinkedIn | Facebook | Twitter | Instagram If you are a California resident, please click here to learn more about your privacy rights.Job Segment: Relationship Manager, Compliance, Law, Business Development, Customer Service, Legal, Sales