Associate Advisor, Commercial Risk - Insurance Advisory Solutions

The Baldwin Group; Irvine, Northern (CA, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

The Baldwin Group in Irvine, CA is seeking an Associate Advisor, Commercial Risk within Insurance Advisory Solutions. The role focuses on learning the firm’s risk management value proposition while supporting client needs and growth of a personal book of business.

You will train through an in-depth program, gain exposure to existing clients, and be mentored by experienced Advisors as you develop technical and sales capabilities in insurance products and services.

Qualifications

• Must obtain and maintain a 2-15 or 2-20 state insurance license within the required timeframe.
• Be willing to obtain all required licenses within the first 90 days.

Responsibilities

• Grow your own book of business through generating, prospecting, soliciting and closing new accounts.
• Identify and generate new sales opportunities through analysis and discovery.
• Participate in sales meetings to review activities with leadership.
• Develop knowledge of insurance line products and procedures and present proposals professionally.

Skills

Communication skills

Presentation skills

Persuasion abilities

Excel

MS Word

Software systems learning

Education

State insurance license (2-15 or 2-20)

Tools

MS Word

Excel

Job description

## Associate Advisor, Commercial Risk - Insurance Advisory SolutionsApply: Irvine, California, US: Full time: Posted Yesterday: JR110272The 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 and risk management 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 discoveryParticipate in sales meetings to review sales activities and prospective customers with leadershipDevelop a full working knowledge of respecitve 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 skillsStrong ability to persuade, motivate and influence othersBasic 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 cultureEDUCATION & EXPERIENCE:Obtain and maintain a 2-15 or 2-20 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions 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).IMPORTANT NOTICE:This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.