Senior Sales Executive, Employee Benefits

2 weeks ago

Irvine, California, United States Baldwin Risk Partners Full time


Baldwin Risk Partners is a collective of skilled and committed consultants adept at addressing the most significant challenges your organization and its workforce face.

Our knowledgeable advisors develop tailored solutions to meet your requirements in the domains of employee benefits, risk management, and financial planning.

With over 25 years of experience, the innovative strategies and tangible outcomes we have delivered for our clients have established us as a leader in partner loyalty and longevity.


Key Responsibilities:


Lead and inspire a team of Advisors to meet their sales objectives by: Establishing clear targets and mutual expectations from the outset Conducting regular coaching sessions one-on-one Facilitating effective sales team meetings to reinforce desired behaviors.

Consistently observe Advisors in action (e.g., through ride-alongs, participating in call blocks, etc.)


Foster an accountable environment that includes ongoing feedback and exemplify the Azimuth to cultivate a team culture that is positive, motivating, and performance-oriented.

Build and maintain a high-performing team of Advisors by recruiting and onboarding top talent.

Develop a premier training and development atmosphere focused on mastering our sales model and ensuring Advisors apply it consistently.

Collaborate with fellow leaders and our Learning & Development team to continuously refine our Advisor training program and other strategic training initiatives.

Ensure accountability and value around CRM documentation and usage. Act as a liaison between sales and service to uphold alignment and a positive client experience.
Provide expertise on BRP systems, resources, and general processes (including technology, practice groups/COE, compensation, compliance, etc.)

Qualifications:

Minimum of 7 years of relevant experience in a service-oriented industry and in a leadership role 5+ years of experience in sales management 10+ years of experience in direct or outside sales, C2C/B2C preferred Exceptional written, verbal, and interpersonal communication skills Ability to measure and analyze key performance indicators Ability to address practical problems and navigate a variety of concrete variables in situations with limited standardization Experience with Agency Management Systems and/or other CRM-related software.

Basic proficiency in Microsoft Office products and mobile device platforms, along with intermediate Excel skills.

Working Conditions:
Willingness to travel up to 50% of the time

Important Notice:


This position description is intended to outline the level of work required for the individual in this role and is not a contract.

The essential responsibilities are highlighted; additional duties may be assigned as needed to support the organization.

All requirements may be subject to reasonable accommodations for applicants and colleagues who need them for medical or religious reasons.

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