Associate Advisor - Employee Benefits

Job not on LinkedIn

April 10

🦀 Maryland – Remote

Although this job is listed in Maryland, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🔒 Insurance

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The Baldwin Group

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Insurance • Finance • Consulting

The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisory firm. They simplify complex challenges for businesses and individuals by offering tailored solutions in business insurance, personal insurance, employee benefits, and wealth management. The firm specializes in protecting the unique needs of clients across various industries, including construction, energy, healthcare, and real estate, among others. The Baldwin Group's expertise extends to personal insurance solutions for high-value assets and comprehensive employee benefits programs. They emphasize collaboration, commitment, and communication to adapt to their clients' evolving needs.

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• 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. • 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.

🎯 Requirements

• Obtain and maintain a 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).