Associate Advisor - Private Risk

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary: The Associate Advisor will work to gain knowledge of hi-network and private risk lines of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, you will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors.

This role will learn the firm's insurance and risk management value proposition to support the clients' needs and passions. It is designed for a high-potential individual who will play a key part in supporting our internal referral pipeline and driving new business growth within the high net worth (HNW) personal insurance space. Over time, you'll build deep expertise in our core carrier partners and products, with a career path leading toward developing and managing external referral relationships in the wealth management, estate planning, and private client advisory industries.

Primary 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

Knowledge, Skills & Abilities

• 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

Education & Experience

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

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

• Certification(s): None required; None preferred

• License(s): 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; 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 preferred

Why Join Us?

• Be part of a growing and dynamic Private Risk Management team

• Gain exposure to the HNW client space and industry-leading carrier partners

• Receive professional development and mentorship from experienced industry leaders

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

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.