高级顾问(制片人) - 商业与员工福利(美国主要地点)
Senior Advisor (Producer) - Commercial And Employee Benefits (Major US Locations
高级顾问(负责人)是一位高级别的保险销售领导者,负责通过战略性客户获取、值得信赖的咨询关系和市场领导力推动有机增长。该职位适合一位经验丰富的负责人,其角色是作为业务顾问,而非单纯的销售人员,帮助客户通过复杂的风险管理与保险解决方案来保护并扩展其业务。
在巴尔德温集团,顾问们利用深厚的行业知识、保险公司关系和咨询式销售专长,提供量身定制的保险策略。此职位的成功需要具备高管气质、强大的商业敏锐度以及与中型到大型企业建立长期合作关系的能力。
主要职责
业务发展与收入增长
- 通过主动的潜在客户开发、网络拓展和战略关系建设带来新收入
- 识别客户的风险暴露点,并设计符合业务目标的全面保险解决方案
- 建立并维护可持续的合格机会管道
- 实现并超越个人业绩和收入目标
客户咨询领导力
- 成为企业主、高管和风险经理的可信赖顾问
- 引导关于风险策略、保障结构和长期规划的咨询讨论
- 清晰且具有高管级可信度地呈现复杂的提案和续保策略
- 维护高互动的客户关系,以促进客户留存和交叉销售机会
市场与保险公司参与
- 利用强大的保险公司合作关系获得有竞争力的解决方案
- 与内部安排和服务团队合作,确保无缝执行
- 关注市场状况、行业趋势和新兴风险暴露
协作与文化
- 与内部顾问、客户体验团队和专家合作,提供一流的客户体验
- 为绩效、专业性和责任感的文化做出贡献
任职要求
- 5年以上商业或福利保险销售或咨询经验
- 在中型到大型市场商业保险项目销售方面有显著成功经验
- 具备强大的咨询式销售方法和高管级沟通能力
- 拥有广泛的网络并具备成功开拓新业务的能力
- 对商业风险、保障结构和市场动态有深入了解
- 持有有效的保险从业资格
查看英文原文
The Senior Advisor(Producer) is a senior-level insurance sales leader responsible for driving organic growth through strategic client acquisition, trusted advisory relationships, and market leadership. This role is designed for a highly experienced producer who operates as a business advisor — not simply a salesperson — helping clients protect and scale their businesses through sophisticated risk management and insurance solutions.
Advisors at The Baldwin Group, leverage deep industry knowledge, carrier relationships, and consultative selling expertise to deliver tailored insurance strategies. Success in this role requires executive presence, strong business acumen, and the ability to build long-term partnerships with mid-to-large market organizations.
Key Responsibilities
Business Development & Revenue Growth
- Drive new revenue through proactive prospecting, networking, and strategic relationship development
- Identify client risk exposures and design comprehensive insurance solutions aligned to business objectives
- Build and maintain a sustainable pipeline of qualified opportunities
- Achieve and exceed individual production and revenue targets
Client Advisory Leadership
- Serve as a trusted advisor to business owners, executives, and risk managers
- Lead consultative discussions around risk strategy, coverage structure, and long-term planning
- Present sophisticated proposals and renewal strategies with clarity and executive-level credibility
- Maintain high-touch client relationships to promote retention and cross-sell opportunities
Market & Carrier Engagement
- Leverage strong carrier partnerships to secure competitive solutions
- Collaborate with internal placement and service teams to deliver seamless execution
- Stay current on market conditions, industry trends, and emerging risk exposures
Collaboration & Culture
- Partner with internal advisors, client experience teams, and specialists to deliver a best-in-class client experience
- Contribute to a culture of performance, professionalism, and accountability
Qualifications
- 5+ years of commercial or benefits insurance production or advisory experience
- Demonstrated success selling mid-to-large market commercial insurance programs
- Strong consultative sales approach with executive-level communication skills
- Established network and proven ability to generate new business
- Deep understanding of commercial risk, coverage structures, and market dynamics
- Active insurance license required
- Bachelor’s degree preferred
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.
Click here for some insight into our culture!
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.
Originally posted on Himalayas