
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $170M Post IPO debt on 2023-10
Finance • B2B
The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.
🔥 2 minutes ago
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1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $170M Post IPO debt on 2023-10
Finance • B2B
The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.
• Identify new leads that fit the target prospect profile • Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media • Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.” • Help to coordinate and plan webinars and in person educational events for existing clients and prospects • Develop an understanding of our business development model and assist Partner in execution • Generate and execute long-cycle business development strategies, document meaningful activity and track results • Create unique and creative content to communicate proposed solutions to prospects and clients • Work with a mentor and participate in team meetings to review sales activities/results and learn about market trends, company goals, etc. • Obtain a broad understanding of the insurance industry, internal procedures, carrier products, firm services and lead qualification
• High school diploma required; Bachelor’s degree preferred • 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred • Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.) • Maintains all licenses as required by the State Department of Insurance • Excellent written, verbal communication and presentation skills • Ability to clearly articulate value, influence others and motivate action • Time management skills and the ability to coordinate calendars with multiple stakeholders • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• None explicitly stated in the job description
Apply Now🔥 2 hours ago
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