The Baldwin Group · 13 hours ago
Associate Advisor, Employee Benefits - Insurance Advisory Solutions
Bethesda, Maryland, US
Full-time
Onsite
New Grad, Entry LevelThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management solutions. The Associate Advisor will undergo an in-depth training program to develop sales skills and knowledge of insurance products while working towards building their own client base.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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 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
Required
Obtain and maintain a 2-15 or 2-20 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary 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
Basic knowledge of Microsoft Word and Excel
Ability to learn appropriate insurance company and firm software systems
Demonstrates core values, exuding behavior that is aligned with the firm's culture
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
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