PRIMARY RESPONSIBILITIES:
Meet segment and regional new business objectives.
Build and sustain a high-performance culture through recruiting, hiring, developing, and retaining a highly motivated and successful team of Advisors and Business Development Leaders
Develops and executes new business development strategies to consistently meet new business objectives across all segments.
Partners with the business segment MDs to champion an exceptional client experience.
Analyze industry leading market trends to discover new opportunities for colleague growth and firm updates.
Inspires loyalty and commitment necessary to maintain motivated, productive, and competent team.
Create a team culture that is positive, motivating and performance driven.
Guide the use of forecasting, and reporting, tools to drive development and accountability across the regional sales organization.
Implements training programs with focus on process and continuous improvements and colleague development.
Mentor, support and coach leaders and Advisors to be successful in their roles including
Executes the SCORE training model across all segments
Accountable for the team’s sales activity documented in the appropriate CRM, including driving prospect identification & development, and successful campaign development.
Identify and generate new sales opportunities through analysis and discovery.
Drive Advisor integration and training with newly partnered firms, including collaborating with other leadership to communicate, train and deliver the value proposition.
Report monthly on regional sales results and suggest innovative sales techniques to increase client experience.
Participate in sales meetings to review sales activities and prospective clients with leadership.
Develop a working knowledge of commercial lines/private risk and employee benefits value prop.
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:
Exceptional written, verbal, and interpersonal communication skills.
Ability to measure, analyze and drive key performance indicators.
Ability to consult on complex benefits strategies and solutions.
Possesses highly analytical mindset and has profound knowledge of how to use metrics and data as a way to support effective sales behavior.
Successful track record building, managing, developing, and retaining high performing sales teams.
Possesses business acumen and emotional intelligence.
Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
EDUCATION & EXPERIENCE:
7 years of experience in sales leadership, 10 years’ experience in direct or outside sales, consultative selling, and 5 years of commercial insurance experience required; 7-10 years of experience in sales leadership, 10+ years’ experience in direct or outside sales, consultative selling, and 5+ years of commercial insurance experience preferred
Certification(s): None required; None preferred
License(s): None required; None preferred
Experience with Agency Management Systems and/or other CRM-related software.
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 years of experience in sales leadership
- 10 years experience in direct or outside sales, consultative selling
- 5 years of commercial insurance experience
- Proven track record building, managing, developing, and retaining high performing sales teams
- Ability to consult on complex benefits strategies and solutions
- Possess strong analytical skills; use metrics and data to drive sales behavior
- Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Experience with Agency Management Systems and/or other CRM-related software
- Successful experience executing sales training programs and onboarding advisors
- 7-10 years of experience in sales leadership (preferred)
- 10+ years experience in direct or outside sales, consultative selling (preferred)
- 5+ years of commercial insurance experience (preferred)
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
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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℠.
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