Associate Advisor - Private Risk

April 3

🍂 Massachusetts – Remote

Although this job is listed in Massachusetts, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

🟡 Mid-level

🍿 Producer

🚫👨‍🎓 No degree required

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The Baldwin Group

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The Baldwin Group is a comprehensive risk management, insurance, employee benefits, and wealth management advisor. The firm provides tailored solutions for businesses and individuals, helping clients navigate the complex landscape of insurance and financial protection. With expertise in business insurance, personal insurance, and employee benefits, The Baldwin Group aims to streamline solutions, adapt strategies to changing needs, and mitigate unique industry-specific challenges. Additionally, the company offers private client services and wealth management, further showcasing their dedication to protecting what matters to clients. As an official insurance broker for the Tampa Bay Buccaneers, The Baldwin Group has a strong presence in the insurance industry.

Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000 employees

Founded 2011

💸 Finance

📋 Description

• The Associate Advisor, Private Risk will work to gain knowledge of private risk lines of insurance to successfully gain technical and sales knowledge. • As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. • 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 private risk products and procedures.

🎯 Requirements

• 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