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The Baldwin Group · 2 days ago

Associate Advisor - Private Risk

Bethesda, MD

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $75K/yr

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Associate Advisor role focuses on developing technical and sales knowledge in high-net-worth personal insurance, with responsibilities including generating new business and supporting clients' needs through an in-depth training program.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Jenny Kahle

Responsibilities

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

High net worth insuranceSales skillsInsurance industry knowledgeMicrosoft WordMicrosoft ExcelInterpersonal skillsPresentation skillsCommunication skillsPersuasion skillsMotivational skillsTime management

Required

Strong interest in high net worth (HNW) personal insurance and private client services

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 required

Excellent interpersonal, presentation and communication skills

Strong ability to persuade, motivate and influence others

Eagerness to learn, grow, and take on increasing responsibility

Ability to learn appropriate insurance company and firm software systems

Ability to manage multiple priorities in a fast-paced environment

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

Basic knowledge of Microsoft Word and Excel

Preferred

Prior internship or experience in insurance, financial services, or sales enablement a plus

Benefits

Receive professional development and mentorship from experienced industry leaders

Long-term career advancement opportunities in a high-impact, client-focused environment

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