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Advisor - Personal Lines - Outside Sales

Job in Boston, Suffolk County, Massachusetts, 02297, USA
Listing for: The Baldwin Group
Full Time position
Listed on 2026-10-08
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales, Insurance Agent & Advisor
Job Description & How to Apply Below
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 wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.

The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences, and make a lasting impact in the community.

This is an excellent opportunity for a self-starter who enjoys networking, closing business, and being rewarded for their performance.

Outside Sales Advisor
- Personal Lines
- Remote and Hybrid opportunities available but located in the state of Massachusetts

Job Description:

Generate new business while managing and renewing existing client accounts

Meet with clients to understand their insurance needs and recommend customized coverage solutions

Present insurance proposals clearly and professionally, ensuring clients understand their coverage options

Close new business and collect all required applications and documentation

Partner closely with the service team to ensure a seamless client experience after the sale Develop new business opportunities through networking, referrals, community involvement, and industry events

Build strong relationships with insurance carrier partners and local centers of influence

Stay current on insurance products, underwriting guidelines, and industry trends

Maintain accurate client records and documentation while following agency procedures

Consistently meet or exceed monthly new business goals

Represent the agency professionally within the community and with carrier partners

Experience:

Strong sales, relationship-building, and communication skills

Self-motivated with the ability to work independently and manage a pipeline

Organized with exceptional attention to detail

Ability to thrive in a fast-paced, goal-oriented environment

Professional verbal and written communication skills

Comfortable using Microsoft Office and learning agency management systems

Positive attitude and commitment to delivering outstanding customer service

Qualifications:

Active Property & Casualty Insurance License Previous insurance sales or consultative sales experience preferred

Ability to travel locally for client meetings, networking events, and community involvement

Valid driver's license

Why Join Us?

Competitive compensation with uncapped earning potential - 100K+ depending on performance

Opportunity to build a long-term book of business

Supportive team environment with dedicated service staff

Professional development and ongoing training

Career growth opportunities within a respected and growing agency

If you're passionate about helping clients, enjoy building relationships, and are ready to grow your career in insurance sales, we'd love to hear from you.#LI-KL1 IND1 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…
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