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Advisor, Commercial Inside Sales - Innovation

Role overview

Qualifications

  • 2+ years of sales experience with a proven track record of meeting or exceeding targets
  • Strong communication skills with the ability to build trust and influence decision-makers
  • Highly organized with the ability to manage multiple opportunities simultaneously
  • Commercial insurance experience and active PC license are required

Responsibilities

  • Build, manage, and grow a robust sales pipeline to consistently achieve revenue targets
  • Engage and qualify both inbound leads and self-generated opportunities, guiding prospects through the sales process to close
  • Proactively identify and vet prospective clients and decision-makers using creative outreach and lead generation strategies
  • Maintain consistent sales activity through organized planning, follow-up, and pipeline management

Key facts

Other skills

  • Sales
  • Communication
  • Organizational Skills
  • Relationship Building
  • Time Management
  • Resilience

About the company

The Baldwin Group logo

The Baldwin Group

Insurance Brokerage & Agencies

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

The Inside Sales Advisor is responsible for driving pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a high-quality advisory sales experience. This role plays a key part in converting interest into business through a consultative, relationship-driven approach. This role is an instrumental part of the Innovation & Small Business arm of The Baldwin Group. Founder Shield is a tech-enabled, digital insurance platform built for the future.

PRIMARY RESPONSIBILITIES:

  • Build, manage, and grow a robust sales pipeline to consistently achieve revenue targets
  • Engage and qualify both inbound leads and self-generated opportunities, guiding prospects through the sales process to close
  • Proactively identify and vet prospective clients and decision-makers using creative outreach and lead generation strategies
  • Conduct discovery conversations to understand client needs and position tailored solutions
  • Maintain consistent sales activity through organized planning, follow-up, and pipeline management
  • Develop and nurture relationships with prospective clients to drive conversion and long-term engagement
  • Clearly communicate value, provide consultative guidance, and confidently move opportunities to close
  • Maintain a strong understanding of products, services, and market trends
  • Partner closely with Account Management to ensure a smooth transition from sale to onboarding


KNOWLEDGE, SKILLS & ABILITIES:

  • 2+ years of sales experience with a proven track record of meeting or exceeding targets
  • Strong communication skills with the ability to build trust and influence decision-makers
  • Highly organized with the ability to manage multiple opportunities simultaneously
  • Self-starter mentality with a proactive, results-driven approach
  • Comfortable working both inbound opportunities and outbound prospecting efforts
  • High energy, resilience, and a desire to win
  • Commercial insurance experience and active P&C license are required



OTHER:

  • Fast paced, multi-tasking environment.
  • Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.

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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Click here for some insight into our culture!

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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