The Baldwin Group · 2 months ago
National Sales Assistant - Westwood
United States
Full-time
Remote
New Grad, Entry LevelThe Baldwin Group is a leading personal lines insurance agency in the US, known for its technology-driven approach to simplifying the insurance process. They are seeking a National Sales Assistant to support sales teams by making outbound calls to customers, gathering client information, and promoting their insurance products.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Make 150+ outbound calls a day to prospective and existing customers. These are NOT cold calls. These are leads from potential customers looking for a quote
Your mission? Gather valuable client information and pass on those golden leads to our team of licensed agents
Set up new accounts and enter customer information accurately—keeping everything on track and running smoothly
Don’t forget to reconnect with our customers to provide outstanding service and follow up
Promote our top-notch products, generate interest in our services, and be the rockstar of our team
Stay organized, prioritize your day, and consistently hit your daily and weekly goals
Qualification
Required
Experience in outbound calling, call centers, sales, or customer service
Willingness to learn
Comfortable with computers and know your way around the basics
Organized, dependable, and self-motivated
Benefits
Clear path to becoming a licensed agent in about 6 months (or less!)
We’ll pay for your insurance license — no experience? No problem!
Hybrid work schedule after training (just 2 days a week in the office)
Monthly contests with fun prizes from our very own Swag Store
Team events like bowling, softball games, and holiday parties
Our offices are both close to food, shopping, and yes, coffee
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
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
Company data provided by crunchbase