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Sales Enablement Specialist

4 weeks ago

Bethesda, Maryland, United States Baldwin Risk Partners Full time
Job Summary

The Baldwin Group is seeking a highly motivated Sales Enablement Specialist to join our team. As a Sales Enablement Specialist, you will work closely with our Director of Sales to generate new sales opportunities, nurture existing client relationships, and create customer-facing presentations for Advisors.

This is an exciting opportunity to work in a fast-paced, entrepreneurial environment where you will have the chance to develop your skills and knowledge in employee benefits insurance, effective selling techniques, and the firm's insurance and risk management value proposition.

Key Responsibilities:

  • Prospecting Tasks: Manage Stratus records, send introductory and follow-up emails, campaign management, and qualify Stratus Records based on Ideal Client Profile.
  • Quantitative Data: Company demographics, current broker, renewal date, etc.
  • Drip marketing: Customized emails about BRP Marketing Events, articles, white papers, and systematic check-ins around trigger events.
  • Presentation Preparation: Create RFPs, manage EBG/CRMG Marketing Submissions, create Risk Maps, and create PowerPoints.
  • Scheduling: Schedule new business pitches with prospects, coordinate and manage calendars for meetings.
  • Event Coordination: Organize 24-30 events annually, assist in creating invites with marketing, email invites to prospects and clients, confirm guests and address inquiries.
  • Day of event: Create a dossier with pictures and company names, greet guests and ensure smooth event.
  • LinkedIn Management: Manage info requests on LinkedIn, identify prospects for connection, and assist in obtaining client testimonials for the page.

Requirements:

  • Education: High school diploma required; Bachelor's degree preferred.
  • Experience: 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred.
  • Certification(s): None required; None preferred.
  • License(s): None required; None preferred.

Skills and Abilities:

  • Excellent written, verbal communication and presentation skills.
  • Ability to clearly articulate value, influence others, and motivate action.
  • Time management skills and the ability to coordinate calendars with multiple stakeholders.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture.

Technical Skills:

  • Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to learn any other appropriate program or software system used by the firm as necessary.

Work Environment:

  • Fast-paced multi-tasking environment.

Equal Employment Opportunity:

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.