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The Baldwin Group · 1 day ago

Insurance Sales Agent, Personal Lines - Training Provided

Charlotte, NC

Full-time

Onsite

New Grad, Entry Level

$42K/yr - $42K/yr

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. They are seeking an Insurance Sales Agent to connect with clients, assess their needs, and help them find the right coverage in a dynamic sales center environment.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Responsibilities

Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits

Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps

Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team

Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners

Qualification

P&C licenseSales process knowledgeMicrosoft OfficeCRM/Salesforce experienceResilientCommunication skillsPersuasiveSelf-motivated

Required

Love talking to people? You'll be on the phone all day—so bring that energy!

Strong communication skills—both verbal and written

Persuasive, goal-oriented, and driven to succeed

Friendly, outgoing, and eager to grow our client base

Self-motivated and great at managing your time

Resilient—able to handle rejection and keep moving forward

Familiar with the sales process from start to finish

Preferred

Experience in sales or call centers is a plus

Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred

Benefits

Paid Training

Onsite gym with free access

Performance contests year-round with incentive awards

Onsite food trucks throughout the year

Quarterly top performer dinner

PTO + 12 paid holidays

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