Advisor, Innovation – Small Business

The Baldwin Group

Advisor responsible for selling and renewing accounts while maintaining client relationships in the insurance sector.

Posted 8/3/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong sales capabilities by effectively selling new accounts and renewing existing ones while building and maintaining client relationships. Proficient in utilizing Microsoft Office tools to support business goals and presentations.

Highest-signal resume keywords

Sales Account ManagementClient Relationship BuildingNetworking Event EngagementEffective Verbal CommunicationEffective Written Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Microsoft WordMicrosoft ExcelMicrosoft PublisherMicrosoft PowerPoint

Soft Skills

Self-StarterInfluencing Skills

Industry Keywords

New Business GoalsClient ProspectingCommunity Representation

About the role

Key responsibilities & impact

Sells new accounts and renews existing accounts in keeping with firm goals
Builds and maintains relationships with clients and prospects
Develops prospects by engaging in networking events
Positively represents the firm in the community
Is expected to meet monthly new business goals

Requirements

What you’ll need

Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint
Self-starter with the ability to influence others through effective verbal and written presentation skills

Benefits

Comp & perks

Maintains all licenses as required by the State Department of Insurance
Fast paced, multi-tasking environment
Travel is required