Associate Advisor - Private Risk

The Baldwin Group • Washington, DC

83d

About The Position

The Associate Advisor will work to gain knowledge of hi-network and private risk lines of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, you 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. It is designed for a high-potential individual who will play a key part in supporting our internal referral pipeline and driving new business growth within the high net worth (HNW) personal insurance space. Over time, you'll build deep expertise in our core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the wealth management, estate planning, and private client advisory industries.

Requirements

• Strong interest in high net worth (HNW) personal insurance and private client services
• Prior internship or experience in insurance, financial services, or sales enablement a plus
• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment

Nice To Haves

• Excellent interpersonal, presentation and communication skills
• Strong ability to persuade, motivate and influence others
• Eagerness to learn, grow, and take on increasing responsibility
• Ability to learn appropriate insurance company and firm software systems
• Ability to manage multiple priorities in a fast-paced environment
• Basic knowledge of Microsoft Word and Excel

Responsibilities

• 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
• Learn to present proposals in a professional manner, reviewing coverages in detail to ensure understanding
• Maintain an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by the firm to effectively communicate to all involved

Benefits

• Gain exposure to the HNW client space and industry-leading carrier partners
• Receive professional development and mentorship from experienced industry leaders
• Long-term career advancement opportunities in a high-impact, client-focused environment

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree