RogersGray, part of The Baldwin Group · 3 days ago

Associate Advisor (Producer), Private Risk - RogersGray

Kingston, MA

Full-time

Remote

Entry Level

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Employee BenefitsFinancial Services

Growth Opportunities

Hiring Manager

Jessica La Salvia

Insider Connection @RogersGray, part of The Baldwin Group

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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 private risk 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

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Insurance knowledgeSales skillsClient managementMicrosoft Office SuiteCommunication skillsPresentation skillsPersuasion skills

Required

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

Excellent communication and presentation skills

Strong ability to persuade, motivate and influence others

Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability to learn any other appropriate program or software system used by the firm as necessary

Must be based within the New England area - MA, NH, ME, RI, CT, VT