Advisor - Personal Lines - Outside Sales

Baldwin Group Colleague, Inc.; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation with uncapped earning potential

Professional development and ongoing training

Career growth opportunities

Job summary

Baldwin Group Colleague, Inc. is seeking an Insurance Advisor to focus on generating new business and managing existing client accounts. This position offers remote and hybrid opportunities within Massachusetts.

Candidates should have an active Property & Casualty Insurance License and strong sales, relationship-building, and communication skills. The role promises competitive compensation of over $100K based on performance along with professional growth opportunities.

Qualifications

• Previous insurance sales or consultative sales experience preferred.
• Self‑motivated with the ability to work independently.
• Ability to travel locally for client meetings and events.

Responsibilities

• Generate new business while managing existing client accounts.
• Meet with clients to understand their insurance needs.
• Present insurance proposals clearly to clients.

Skills

Relationship-building

Sales skills

Communication skills

Organization

Customer service

Education

Active Property & Casualty Insurance License

Tools

Microsoft Office

Job description

We are seeking an Insurance Advisor who is motivated and thrives on building relationships and helping clients find the right insurance solutions. The role focuses on generating new business while managing and renewing existing client accounts.

The position is an Outside Sales Advisor – Personal Lines, offering remote and hybrid opportunities within the state of Massachusetts.

Responsibilities

• Generate new business while managing and renewing existing client accounts.
• Meet with clients to understand their insurance needs and recommend customized coverage solutions.
• Present insurance proposals clearly and professionally, ensuring clients understand their coverage options.
• Close new business and collect all required applications and documentation.
• Partner closely with the service team to ensure a seamless client experience after the sale.
• Develop new business opportunities through networking, referrals, community involvement, and industry events.
• Build strong relationships with insurance carrier partners and local centers of influence.
• Stay current on insurance products, underwriting guidelines, and industry trends.
• Maintain accurate client records and documentation while following agency procedures.
• Consistently meet or exceed monthly new business goals.
• Represent the agency professionally within the community and with carrier partners.

Qualifications

• Active Property & Casualty Insurance License.
• Previous insurance sales or consultative sales experience preferred.
• Strong sales, relationship‑building, and communication skills.
• Self‑motivated with the ability to work independently and manage a pipeline.
• Highly organized with exceptional attention to detail.
• Ability to thrive in a fast‑paced, goal‑oriented environment.
• Professional verbal and written communication skills.
• Comfortable using Microsoft Office and learning agency management systems.
• Positive attitude and commitment to delivering outstanding customer service.
• Ability to travel locally for client meetings, networking events, and community involvement.
• Valid driver’s license.

Benefits

• Competitive compensation with uncapped earning potential – $100K+ depending on performance.
• Opportunity to build a long‑term book of business.
• Supportive team environment with dedicated service staff.
• Professional development and ongoing training.
• Career growth opportunities within a respected and growing agency.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.