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, an insurance, risk management, and financial services firm.

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

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Overview

The Confidential Client is hiring a full-time, hybrid Group Insurance Sales Executive (Employee Benefits) based in Melville, NY. This role focuses on building and managing client relationships, supporting risk management activities, assisting with insurance program placements, and driving revenue through consultative benefits and risk solutions.

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What You’ll Do

• Manage and grow client relationships across employee benefits and risk management portfolios.
• Provide tailored risk management and insurance solutions to meet client needs.
• Assist with insurance program placements and carrier negotiations.
• Prepare proposals, quotes, and client-facing presentations and documentation.
• Maintain accurate client records and CRM documentation.
• Collaborate with underwriting, operations, and service teams to deliver cohesive solutions.
• Support accounts across product lines including group health, P&C exposures tied to benefits, retirement/401(k) plan considerations, and alternative risk strategies.

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Who You Are / Required Qualifications

• Strong communication, interpersonal, and negotiation skills.
• Experience in client relationship management, customer service, or sales.
• Familiarity with insurance practices, employee benefits, and risk management concepts.
• Proficiency with CRM systems, spreadsheets, and presentation tools.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Open to candidates from entry-level through senior associate levels.

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Preferred Education & Certifications

• Bachelor’s degree in Business, Finance, or related field preferred but not required.
• Relevant insurance licenses or industry designations are a plus.
• Experience or familiarity with:
  • Property & Casualty (including Workers’ Compensation, D&O, and Professional Liability)
  • Employee Health Insurance Plans
  • 401(k) and other retirement plan consulting
  • Captive insurance and alternate risk funding strategies
  • Life insurance and ancillary benefits

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Compensation & Benefits

• Base range: $50,000 – $100,000+ per year (flexible, based on experience).
• UNCAPPED commission — OTE potential cited in source: $100,000–$200,000+.
• Typical benefits package and growth opportunities with a high-growth practice.
• Hybrid work model: office presence in Melville, NY with flexible work-from-home days.

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Location & Work Model

• Primary location: Melville, NY (hybrid). Candidates should be able to commute to the Melville office per the team’s hybrid schedule.

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Why Join

• Work with a high-growth practice serving a broad client base (small businesses to large corporations).
• Opportunity to build a career across employee benefits and risk management with significant upside via commissions.
• Collaborative environment that partners sales with underwriting, operations, and service teams.

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Keywords & Skills (for applicants)

• Employee Benefits Sales
• Group Insurance Sales
• Risk Management Solutions
• CRM proficiency
• Carrier negotiations
• Client relationship management

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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.