What are the responsibilities and job description for the Associate Advisor, Employee Benefits - Insurance Advisory Solutions position at The Baldwin Group?
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance value proposition to support the clients’ needs and passions.
PRIMARY RESPONSIBILITIES:
Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.
Identify and generate new sales opportunities through analysis and discovery
Participate in sales meetings to review sales activities and prospective customers with leadership
Develop a full working knowledge of respective insurance line products and procedures.
Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.
lture.
KNOWLEDGE, SKILLS & ABILITIES:
Excellent communication and presentation skills
Strong ability to persuade, motivate and influence others
Basic knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates core values, exuding behavior that is aligned with the firm’s culture
EDUCATION & EXPERIENCE:
Obtain and maintain a Life/Health state insurance license, as required by the State Department of Insurance to provide employee benefit consulting, as necessary, in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
The starting pay is $60,215.00-$100,600 salary. Salary is negotiable upon time of offer.
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance value proposition to support the clients’ needs and passions.
PRIMARY RESPONSIBILITIES:
Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.
Identify and generate new sales opportunities through analysis and discovery
Participate in sales meetings to review sales activities and prospective customers with leadership
Develop a full working knowledge of respective insurance line products and procedures.
Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.
Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.
lture.
KNOWLEDGE, SKILLS & ABILITIES:
Excellent communication and presentation skills
Strong ability to persuade, motivate and influence others
Basic knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates core values, exuding behavior that is aligned with the firm’s culture
EDUCATION & EXPERIENCE:
Obtain and maintain a Life/Health state insurance license, as required by the State Department of Insurance to provide employee benefit consulting, as necessary, in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
The starting pay is $60,215.00-$100,600 salary. Salary is negotiable upon time of offer.
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Salary : $60,215 - $100,600
