PRIMARY RESPONSIBILITIES:
- Develop and implement sales strategies to meet revenue and growth targets, identifying opportunities for new sales channels and leading the expansion into new markets.
- Hire, manage, and provide coaching and support to a team of sales professionals to ensure they meet performance targets and provide excellent customer service.
- Manage key client relationships, including identifying opportunities to upsell and cross-sell insurance products and services.
- Develop and maintain up-to-date knowledge of insurance products and services, ensuring that sales professionals are equipped to provide accurate and timely advice to clients.
- Monitor sales performance and provide feedback and coaching to improve productivity and meet performance targets.
- Ensure compliance with regulatory requirements and company policies and procedures.
- Collaborate with other departments to ensure that the insurance division is integrated effectively with other business lines.
- Develop and maintain up-to-date knowledge of market trends and competitor activities and adjust strategies accordingly.
KNOWLEDGE, SKILLS & ABILITIES:
- Strong leadership skills and ability to manage a high-performing team.
- Excellent communication skills, both oral and written.
- Strong analytical and problem-solving skills.
- Ability to develop and implement sales strategies to meet revenue targets.
- In-depth knowledge of Medicare insurance regulations and compliance requirements.
- Ability to work collaboratively with other departments to achieve organizational goals
- Basic knowledge of Microsoft Office products, and mobile device platforms and intermediate Excel skills.
- Must demonstrate core values, exuding behavior aligned with the firms culture.
EDUCATION & EXPERIENCE:
7 - 10 years of experience in Employee Benefits sales, with at least 5 years in a leadership role.
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.
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.
Skills Required
- 7-10 years of experience in healthcare or insurance sales, with at least 5 years in a leadership role
- In-depth knowledge of Medicare insurance regulations and compliance requirements
- Strong leadership skills and ability to manage a high-performing team
- Excellent oral and written communication skills
- Strong analytical and problem-solving skills
- Ability to develop and implement sales strategies to meet revenue targets
- Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills
- Ability to work collaboratively with other departments
- Demonstrate core values and behavior aligned with the firm's culture
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
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℠.
