Advisor - Inside Sales - Personal Lines at Baldwin Group Colleague, Inc. — Kingston, MA

**Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office**

Responsibilities

• Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
• Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships
• Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions
• Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
• Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
• Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
• Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
• Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
• Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
• Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
• Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
• Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
• Meets or exceeds monthly new business production goals and performance expectations.
• Performs additional duties and responsibilities as assigned by leadership.

Compensation & Growth Opportunity

• Base salary starting at $50,000 annually.
• Monthly commission opportunities with uncapped earning potential.
• Performance-based bonus opportunities.
• Equity and long-term growth opportunities available for high performers.
• Opportunity to grow within a fast-paced, relationship-driven organization focused on professional development and career advancement.

Requirements

• Active Property & Casualty License required
• Minimum of 2 years of personal lines insurance experience required.
• Proven sales background with a track record of meeting or exceeding production goals.
• Strong phone sales and relationship-building skills with the ability to confidently lead conversations and close business.
• Excellent verbal and written communication skills.
• Strong emotional intelligence and the ability to build rapport quickly with a wide range of personalities.
• Comfortable handling high call volume, follow-up activity, and pipeline management in a fast-paced environment.
• Strong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools.
• Highly organized with strong attention to detail and time management skills.
• Self-motivated, competitive, coachable, and goal-oriented mindset. Ability to work independently while also contributing positively within a team environment.

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