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The Baldwin Group · 4 months ago

Associate Advisor

Kingston, Massachusetts, US

Full-time

Onsite

New Grad, Entry Level

The Baldwin Group is seeking an Associate Advisor who will undergo an extensive training program to develop technical and sales knowledge in the insurance sector. The role involves growing a personal book of business, generating new sales opportunities, and learning to effectively communicate the firm's insurance and risk management offerings to clients.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

Insurance knowledgeSales skillsMicrosoft WordMicrosoft ExcelInfluencing skillsCommunication skillsPresentation skillsPersuasion skillsMotivational skillsLearning ability

Required

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)

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

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011