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Sales Representative

Confidential Client•Financial Services
Entry LevelFull-timeOn-Site$63,077
Melville, New York
16 Hours Ago

This entry-level Sales Representative role at Confidential Client involves driving insurance sales through networking, referrals, and marketing strategies while maintaining and developing client portfolios. The position requires strong communication and listening skills to identify client needs and develop tailored risk management strategies, with a focus on compliance with industry regulations. It offers a flexible full-time opportunity with commission-based compensation and advancement potential.

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Description

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, Insurance.

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


What You’ll Do

Confidential Client is seeking motivated candidates for an entry-level insurance sales role. This position focuses on growing your client base and delivering tailored insurance solutions through a combination of networking, referrals, and direct outreach.

  • Keep accurate records of sales activity, client reports, and bookkeeping to track progress against goals
  • Listen attentively to prospects to identify needs and recommend appropriate insurance products
  • Develop and maintain risk management strategies for clients to ensure ongoing coverage needs are met
  • Stay current on insurance industry news, products, and regulatory changes that affect clients
  • Implement marketing tactics, including cold calling, networking, and referral generation, while maintaining an active client portfolio

What We’re Looking For

  • Strong interpersonal and communication skills — comfortable with in-person and over-the-phone prospecting
  • Attention to detail and reliable record-keeping habits
  • Basic computer skills (Microsoft Office) and familiarity with sales or CRM software is a plus
  • Ability and willingness to learn state and federal regulations that affect insurance sales
  • High school diploma required; bachelor’s degree preferred
  • Job seekers must already have or be willing to obtain an insurance license

Compensation & Notes

  • Commission-based compensation; source listing indicates potential compensation values including an estimated salary figure of $63,078 (estimated) and a commission example of $100,000 (commission-based) plus potential bonus/training allowances if qualified
  • Full-time position with advancement potential

(Compensation details above reflect information provided in the original posting. Careertakes does not guarantee these amounts.)


About Confidential Client

Confidential Client is committed to supporting its field force with guidance, training, and resources needed to serve clients effectively. The organization emphasizes professional development and leadership within the insurance sales field.


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.

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