Insurance Agent, Personal Lines (Paid Training & Licensing Provided)

The Baldwin Group • Charlotte, NC

2d • $41,600 • Onsite

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: Insurance Advisor (Charlotte Sales & Tech Hub) Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales center environment, closing deals and making a real impact. As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes—we provide all the leads!

Requirements

• Love talking to people? You’ll be on the phone all day—so bring that energy!
• Strong communication skills—both verbal and written
• Persuasive, goal-oriented, and driven to succeed
• Friendly, outgoing, and eager to grow our client base
• Self-motivated and great at managing your time
• Resilient—able to handle rejection and keep moving forward
• Familiar with the sales process from start to finish

Nice To Haves

• Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
• Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred

Responsibilities

• Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
• Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
• Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
• Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.

Benefits

• Paid Training
• Onsite gym with free access
• Performance contests year-round with incentive awards
• Onsite food trucks throughout the year
• Quarterly top performer dinner
• PTO + 12 paid holidays
• Licensing Made Easy
• We’ve got you covered! We’ll pay for your 40-hour online Property & Casualty course, and you’ll be compensated for your time studying.
• Pass the test, earn your P&C license, and you’re good to go!

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