SB Associate Sales Executive
About The Position
As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling’s Poughkeepsie Office or Remote. We are looking for an Associate Sales Executive to 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.
Requirements
- 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
Responsibilities
- 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
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 As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
