Teams at The Baldwin Group

Sell new and renew existing commercial insurance accounts, build and maintain client and partner relationships, present proposals, finalize sales, onboard paperwork to service team, meet monthly new business goals, and maintain knowledge of underwriting and firm policies.

The Director of Sales is responsible for executing sales strategies, managing a sales team, and ensuring regulatory compliance to achieve revenue targets.

As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.