Strategic Insurance & Small Business Advisor

The-Baldwin-Group; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

The Baldwin Group is seeking an Advisor to sell new accounts and renew existing ones. You will build and maintain relationships with clients, prospects, the service team, and insurance partners while identifying new opportunities.

Responsibilities include presenting proposals, finalizing sales, and briefing the service team to ensure accurate, compliant processing. You will develop prospects through community involvement, partnerships, and referrals, while maintaining high accuracy and

Qualifications

• Maintains licenses as required by the state insurance department.
• Self-starter who can influence others through effective communication.
• Strong organizational skills with attention to detail and accuracy.
• Willingness to travel as part of the role and meet monthly new business goals.

Responsibilities

• Present proposals and review coverages to ensure understanding.
• Finalize sales, gather documents, and brief the service team on the sale.
• Develop prospects through community involvement and networking.
• Provide information for prospective accounts and ensure compliance with firm policies.
• Maintain relationships with clients, partners, and centers of influence.

Skills

Verbal communication

Written communication

Influencing others

Education

State insurance licenses

Tools

Microsoft Word

Microsoft Excel

Microsoft Publisher

Microsoft PowerPoint

Job description

The Baldwin Group is seeking an Advisor to sell new accounts and renew existing ones. You will build and maintain relationships with clients, prospects, the service team, and insurance partners while identifying new opportunities.

Responsibilities include presenting proposals, finalizing sales, and briefing the service team to ensure accurate, compliant processing. You will develop prospects through community involvement, partnerships, and referrals, while maintaining high accuracy and