The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.
The Inside Sales Advisor is responsible for driving pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a high-quality advisory sales experience. This role plays a key part in converting interest into business through a consultative, relationship-driven approach. This role is an instrumental part of Founder Shield, the innovation arm of The Baldwin Group. Founder Shield is a tech-enabled, digital insurance platform built for the future.
PRIMARY RESPONSIBILITIES:
- Build, manage, and grow a robust sales pipeline to consistently achieve revenue targets
- Engage and qualify both inbound leads and self-generated opportunities, guiding prospects through the sales process to close
- Proactively identify and vet prospective clients and decision-makers using creative outreach and lead generation strategies
- Conduct discovery conversations to understand client needs and position tailored solutions
- Maintain consistent sales activity through organized planning, follow-up, and pipeline management
- Develop and nurture relationships with prospective clients to drive conversion and long-term engagement
- Clearly communicate value, provide consultative guidance, and confidently move opportunities to close
- Maintain a strong understanding of products, services, and market trends
- Partner closely with Account Management to ensure a smooth transition from sale to onboarding
KNOWLEDGE, SKILLS & ABILITIES:
- 2+ years of sales experience with a proven track record of meeting or exceeding targets
- Strong communication skills with the ability to build trust and influence decision-makers
- Highly organized with the ability to manage multiple opportunities simultaneously
- Self-starter mentality with a proactive, results-driven approach
- Comfortable working both inbound opportunities and outbound prospecting efforts
- High energy, resilience, and a desire to win
- Commercial insurance experience and active P&C license are required
OTHER:
- Fast paced, multi-tasking environment.
- Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.
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.
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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.
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