Paid Training, Entry Level Sales

Position Overview

The Baldwin Group is an award-winning, entrepreneur-led insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients across the U.S. and abroad. As a Client Home Specialist – our licensed Insurance Agent and home insurance expert – you will be responsible for selling new accounts through both outbound and inbound phone sales with warm leads provided. This on-site role (6413 Congress Avenue Suite 250, Boca Raton, FL 33487) offers a structured schedule of Monday to Friday, 9-5, with potential to earn remote status based on high performance.

Key Responsibilities

• Gather information and develop recommendations for prospective clients by reviewing coverages in detail while adhering to firm policies.
• Communicate with clients, prospects, insurance partners, and internal service teams in an effective and articulate manner.
• Finalize sales by coordinating deposit collections, arranging binders and certificates, and briefing the service team on policy sales.
• Maintain accuracy, timeliness, and high attention to detail to minimize potential errors or omissions.
• Stay updated on insurance industry trends and underwriting criteria while meeting monthly new business goals.
• Perform additional functions as assigned and proactively seek opportunities to improve firm processes.

Required Qualifications

• Strong interpersonal skills paired with an exceptional attitude.
• A variety of sales experiences (e.g., hospitality, restaurant, car sales) are welcomed.
• Self-starter with effective verbal and written presentation skills.
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Ability to quickly learn new software systems and adapt to firm-specific platforms.
• Alignment with the firm’s core values and corporate culture.

Benefits & Perks

• Compensation: Base pay of $41,600 plus commission, with a first-year earning potential of 60-70K that grows as you gain experience.
• Comprehensive benefits, including a 401K plan and 45 shares of stock options as a sign-on bonus.
• Licensing support with paid training and a 60-hour online course in property and casualty insurance leading to P&C licensure.
• Structured work schedule (Monday to Friday, 9-5) with an on-site position that can evolve into remote status based on performance.
• Join one of the fastest growing insurance brokerages in the USA with award-winning industry expertise and a differentiated culture.