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, Sales.

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

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Position overview

Confidential Client is hiring for an Entry-Level / Senior Financial Sales role with an accelerated path to management based in Melville, NY (hybrid schedule). This full-time role focuses on client acquisition, relationship management, and financial-product advisory (insurance, investments, retirement) with structured training and mentor-led development toward leadership responsibilities.

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What You’ll Do

• Build and manage relationships with prospective and existing clients.
• Prospect, qualify leads, and schedule client meetings.
• Conduct basic financial needs analyses and present tailored recommendations.
• Educate clients on insurance, investment, and retirement solutions.
• Document client interactions and maintain accurate records to meet compliance standards.
• Follow up to ensure client satisfaction and retention.
• Collaborate with mentors and managers; participate in structured training programs.
• Progress toward supervisory and coaching responsibilities on an accelerated management track.

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Qualifications

• Sales experience or demonstrated selling aptitude; comfort with performance-driven targets.
• Basic financial literacy — ability to understand insurance, retirement, and investment concepts.
• Strong analytical skills to assess client needs and interpret financial information.
• Excellent verbal and written communication skills; ability to explain complex concepts clearly.
• Customer service orientation and professional client-facing manner.
• Willingness to pursue required state insurance and/or securities licenses.
• Bachelor’s degree or equivalent experience is beneficial but not required.
• Ethical judgment, goal-oriented mindset, and interest in a long-term career in financial services and management.

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Preferred / Nice-to-have

• Prior experience in financial services, insurance, or investments.
• Demonstrated leadership or coaching experience.
• Experience with prospecting tools or CRM systems.

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Location & Work Arrangement

• Location: Melville, NY (hybrid — in-office with some work-from-home flexibility).
• Employment type: Full-time.

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Compensation & Benefits

• Estimated pay shown on source listing: $63,250 per year (estimated).
• Comprehensive training and clear development path toward management.
• Opportunities for licensing support and career advancement.
• Benefits package details provided by the hiring organization during the selection process.

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Compliance & Licensing

• This role requires adherence to regulatory and compliance standards; candidates must be willing to obtain any required state insurance or securities licenses.
• Employment offers are subject to meeting background and licensing requirements as specified by the hiring organization.

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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.