Associate Advisor, Employee Benefits - Insurance Advisory Solutions

The Baldwin Group • Bethesda, MD

2d • $80,000 - $90,000

About The Position

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. Position Summary: 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 and risk management value proposition to support the clients’ needs and passions.

Requirements

• 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
• 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).

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees