About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, the Sales industry.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

Confidential Client is hiring an Associate Account Executive to support account sales and client relationship activities. This is an entry-level, full-time sales role focused on developing customer relationships, supporting sales strategy, and assisting with account management across client groups.

• Build and maintain strong relationships with customers, brokers, consultants, and internal partners to maximize sales opportunities
• Support Account Sales Reps and Account Managers in sales strategy, renewals, proposals, and RFP responses
• Participate in sales meetings, client presentations, site visits, and external events to cultivate accounts
• Prepare and deliver strategic, consultative presentations and open-enrollment sessions as needed
• Help produce rate quotes, benefit exception requests, and other client deliverables
• Use CRM tools to track opportunities and maintain accurate account documentation
• Analyze trend data and contribute recommendations to improve account performance
• Assist with project coordination for transitioning sold accounts to retention or implementation teams
• Escalate and communicate account issues, risks, and recommendations in a timely manner
• Perform other duties and special projects as required

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Qualifications

• Bachelor’s degree in Business, Risk Management, or a related field — or equivalent experience
• Minimum of two years’ professional experience, preferably in sales or a fast-paced customer-focused environment
• Strong oral and written communication skills; comfortable presenting to groups
• Proficiency with Microsoft Office (Word, Excel, PowerPoint)
• Experience with CRM systems (experience with ROAM or similar is preferred)
• Strong analytical and strategic thinking skills; ability to interpret data and recommend actions
• Demonstrated ability to work under pressure in high-volume, deadline-driven settings
• Self-motivated, goal-oriented, and able to work independently and as part of a team
• Knowledge of medical and ancillary products or health insurance experience is a plus
• Must obtain and maintain an active Pennsylvania State Accident & Health license within the first 60 days of hire (or already possess one)
• Valid driver’s license and reliable vehicle for client/consultant visits; smartphone required (Android or iOS compatible with Microsoft Authenticator)

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Location & Schedule

This role is based in Philadelphia, PA. The position follows a hybrid schedule (in-office Tuesday–Thursday; remote Monday & Friday). Work must be performed within the Tri-State Area (Delaware, New Jersey, or Pennsylvania). Some travel to client or consultant locations may be required.

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Role Details & Compensation

• Employment type: Full-time, permanent
• Estimated salary: $83,104 per year (estimated)
• This role requires maintaining any required state licenses and a smartphone compatible with Microsoft Authenticator.

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About the Employer

Confidential Client is a hiring organization in the Sales industry seeking candidates who are collaborative, client-focused, and results-driven. Careertakes is supporting this hiring process as a third-party recruiter.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.