The Sales Leader serves in a dual capacity as an Advisor and a leader of a small team of Advisors. They are responsible for retaining and sourcing new client relationships in their capacity as an Advisor. As a leader, they are responsible for their Advisor’s development and sales results.
Position Summary:
The Sales Leader serves in a dual capacity as an Advisor and a leader of a small team of Advisors. They are responsible for retaining and sourcing new client relationships in their capacity as an Advisor. As a leader, they are responsible for their Advisor’s development and sales results.
Principal Responsibilities:
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Execute the principal Advisor role responsibilities of sourcing and retaining client relationships.
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Model the Azimuth to create a team culture that is positive, motivating and performance driven.
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Build and sustain a high-performance team of Advisors through hiring and onboarding top talent Cultivate a world class training and development environment centered around learning our sales model and ensuring Leaders and Advisors execute it consistently.
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Ensure each Leader and Advisor successfully completes their sales and technical training program.
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Coach and motivate Advisors to achieve their sales goals through:
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Setting clear goals and mutual expectations upfront
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Hosting regular coaching 1 on 1s
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Regularly observing Advisors performing (Ie “ride alongs”, attending call blocks, etc.)
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Creating an accountable environment that includes regular feedback
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Leading productive sales team meetings to validate & reinforce behavior
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Create accountability and ultimately value around CRM documentation and utilization.
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Serve as a bridge between sales and service to maintain alignment and a positive client experience.
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Provide subject matter expertise on BRP systems, resources, and general processes (i.e. technology, practice groups/COE, compensation, compliance, etc.)
Education, Experience, Skills and Abilities:
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A current State Property & Casualty License, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions
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Self-starter with the ability to influence others through effective verbal and written presentation skills.
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Minimum 10 years of related experience in a service industry and in a leadership capacity
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7+ years of experience in sales management
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10+ years’ experience in direct or outside sales, C2C/B2C preferred
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Exceptional written, verbal, and interpersonal communication skills
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Ability to measure and analyze key performance indicators
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Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
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Experience with Agency Management System and/or other CRM-related software.
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Basic knowledge of Microsoft Office products and mobile device platforms and intermediate Excel skills.
Special Working Conditions:
Ability to travel up to 50% of the time.
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 accommodations to applicants and colleagues who need them for medical or religious reasons.
Click here for some insight into our culture!
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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