Employee Benefits Advisor — Insurance & Solutions Pro

Baldwin Group Colleague, Inc.; Tampa (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Baldwin Group Colleague, Inc. is seeking a professional to handle insurance sales and client engagements. The role involves presenting proposals, finalizing sales, and developing new prospects through networking and community involvement.

Candidates are expected to hold a Life & Health Insurance License and possess strong organizational and communication skills. The working environment is fast-paced and requires multitasking capabilities.

Qualifications

• Maintains Life & Health Insurance License as required.
• Intermediate to advanced knowledge of Microsoft Office Suite.
• Ability to learn new software systems as needed.

Responsibilities

• Presents proposals and communicates with clients and partners.
• Finalizes sales and collects necessary documents.
• Develops prospects through community engagement and networking.
• Maintains accuracy and completeness in communications and documentation.
• Represent the firm positively in the community and with partners.
• Meets monthly new business goals.

Skills

Client Communication

Organizational Skills

Networking

Attention to Detail

Knowledge of Insurance Industry

Education

Life & Health Insurance License

Tools

Microsoft Office Suite

Job description

Baldwin Group Colleague, Inc. is seeking a professional to handle insurance sales and client engagements. The role involves presenting proposals, finalizing sales, and developing new prospects through networking and community involvement.

Candidates are expected to hold a Life & Health Insurance License and possess strong organizational and communication skills. The working environment is fast-paced and requires multitasking capabilities.