Select Business Associate Sales Executive- Commercial Lines

Marshall Sterling Investment Management Limited; City of Poughkeepsie (NY); Hybrid; USD 52,500 - 57,500; Full time

Benefits offered by this job

Comprehensive medical benefits

401(k) with match

Generous Paid Time Off (PTO)

Employee Stock Ownership Program

Job summary

An insurance solutions provider is seeking an Associate Sales Executive based either in Poughkeepsie or remote. This role focuses on building client relationships, assessing client needs, and developing a pipeline of new business across Personal and Commercial Lines. Candidates should have a high school diploma, strong sales skills, and the ability to obtain a Property & Casualty license. The position offers a competitive compensation of $52,500 - $57,500, along with comprehensive benefits including medical coverage and a 401(k) plan.

Qualifications

• High school diploma required; college degree preferred.
• Active Property & Casualty license or ability to obtain within 6 months.
• Strong skills in communication, relationship building, and organization.

Responsibilities

• Build and maintain strong client relationships.
• Prospect and develop new business.
• Assess client needs and recommend insurance solutions.
• Prepare quotes and presentations.
• Meet or exceed sales goals.

Skills

Sales ability

Communication skills

Relationship building

Organizational skills

Education

High school diploma

College degree (preferred)

Tools

Microsoft Office

Vertafore

Job description

This role will be based out of Marshall+Sterling’s Poughkeepsie Office or Remote.

An Associate Sales Executive will help clients protect what matters most through tailored insurance solutions. This is a relationship-driven sales role where you’ll build trust, grow a pipeline, and drive new business across Personal and Commercial Lines.

What You’ll do

• Build and maintain strong client relationships to drive trust, retention, and referrals
• Prospect, follow up on leads, and develop a consistent pipeline of new business
• Assess client needs and recommend appropriate insurance solutions and risk strategies
• Prepare quotes, proposals, and presentations using agency and carrier tools
• Meet or exceed sales goals and contribute to overall business growth
• Collaborate with internal teams and refer opportunities across divisions
• Maintain accurate documentation and follow agency workflows and compliance standards

Qualifications

• High school diploma required; college degree preferred
• Ability to generate, pursue, and close sales opportunities
• Active Property & Casualty license (or ability to obtain within 6 months)
• Strong communication, relationship-building, and organizational skills
• Proficiency in Microsoft Office; experience with Vertafore is a plus
• Valid driver’s license with acceptable driving record

Total Rewards Package

Compensation: $52,500 - $57,500, based on experience.

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!

Employee Stock Ownership Program

• Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success.
• Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success.
• No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.