Associate Advisor

The Baldwin Group

Boston, United States
Base: $75,000 + ; bonus/equity: negotiable; benefi...
On-site
Generate new sales opportunities
Grow book of business
Learn insurance products
The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge

Job Summary

  • The Associate Advisor will work to gain knowledge of the respective line 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.
  • This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.

Matching Summary

The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge.

Salary

Base: $75,000+; Bonus/Equity: Negotiable; Benefits: Not specified

Skills & Requirements

Must-have

  • Generate new sales opportunities
  • Grow book of business
  • Learn insurance products
  • Client needs analysis

Nice-to-have

  • Persuade, motivate, and influence
  • Align with firm culture

Key Requirements

  • Obtain and maintain a 2-15 or 2-20 state insurance license
  • Basic knowledge of Microsoft Word and Excel
  • Ability to learn firm software systems

Work Rights

Not specified

Tailored Resume

Cover Letter