Skip to main content
The Baldwin Group

Managing Director Sales - Middle Market (Commercial and Employee Benefits)

RemoteUnited States only
Published
Role
Sales
Experience
Lead
Employment
Full-time
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Senior sales leader for Middle Market commercial and employee benefits. Remote US only; requires ~7 years sales leadership, 10+ years direct/outside consultative sales, and 5+ years commercial insurance experience. Responsible for new business development, recruiting/onboarding advisors and sales leaders, and executing SCORE training and CRM-driven sales processes.

Core skills

consultative sellingsales leadershipCRM

Required skills

Agency Management SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlookforecastingreportingdata/metrics analysis

What you'll do

  • Meet segment and regional new business objectives.
  • Build and sustain a high-performance culture through recruiting, hiring, developing, and retaining Advisors and Business Development Leaders.
  • Develop and execute new business development strategies across all segments.
  • Partner with business segment MDs to champion an exceptional client experience.
  • Analyze market trends to identify opportunities for colleague growth and firm updates.
  • Create a team culture that is positive, motivating and performance driven.
  • Guide use of forecasting and reporting tools to drive development and accountability across regional sales organization.
  • Implement training programs focused on process improvements and colleague development.
  • Mentor, support and coach leaders and Advisors, including executing the SCORE training model across all segments.
  • Ensure team's sales activity is documented in CRM, including prospect identification & development and campaign development.
  • Identify and generate new sales opportunities through analysis and discovery.
  • Drive Advisor integration and training with newly partnered firms; collaborate with leadership to communicate and deliver value proposition.
  • Report monthly on regional sales results and suggest innovative sales techniques.
  • Participate in sales meetings to review sales activities and prospective clients.
  • Develop working knowledge of commercial lines/private risk and employee benefits value proposition.
  • Maintain understanding of insurance industry and underwriting criteria for Insurance Company Partners represented by firm.

What they require

  • 7 years of experience in sales leadership
  • 10 years’ experience in direct or outside sales and consultative selling
  • 5 years of commercial insurance experience required
  • Successful track record building, managing, developing, and retaining high performing sales teams
  • Ability to consult on complex benefits strategies and solutions
  • Ability to measure, analyze and drive key performance indicators
  • Possesses business acumen and emotional intelligence
  • Basic knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Experience with Agency Management Systems and/or other CRM-related software

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients throughout the U.S. and abroad.

InsuranceEnterprise
Salary not disclosed