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The Baldwin Group · 6 hours ago

Sales Enablement Specialist, Commercial Risk - Insurance Advisory Solutions

Tampa, FL

Full-time

Onsite

Entry Level

2+ years exp

The Baldwin Group is seeking a Sales Enablement Specialist to work directly with a Partner-level Advisor to generate new sales opportunities and nurture client relationships. The role involves creating customer-facing presentations and participating in various sales activities while gaining technical knowledge of employee benefits insurance and effective selling techniques.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Jessica Greene

Responsibilities

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

Qualification

Sales experienceCRM systems proficiencyCommunication skillsMicrosoft Office SuiteCustomer service experienceProject managementTime managementPresentation skills

Required

High school diploma required

2 years of relevant sales or customer service experience required

Maintains a Property & Casualty License 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 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)

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

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

Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.)

Preferred

Bachelor's degree preferred

2+ years of relevant sales or customer service experience preferred

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

Tampa, Florida, USA

1001-5000 employees