The Inside Sales Advisor drives pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a consultative sales experience. Responsibilities include managing a sales pipeline, engaging leads, conducting discovery conversations, and nurturing client relationships.
The Inside Sales Advisor is responsible for driving pipeline growth and revenue by engaging prospective clients, closing inbound opportunities, and delivering a high-quality advisory sales experience. This role plays a key part in converting interest into business through a consultative, relationship-driven approach. This role is an instrumental part of the Innovation & Small Business arm of The Baldwin Group. Founder Shield is a tech-enabled, digital insurance platform built for the future.
PRIMARY RESPONSIBILITIES:
- Build, manage, and grow a robust sales pipeline to consistently achieve revenue targets
- Engage and qualify both inbound leads and self-generated opportunities, guiding prospects through the sales process to close
- Proactively identify and vet prospective clients and decision-makers using creative outreach and lead generation strategies
- Conduct discovery conversations to understand client needs and position tailored solutions
- Maintain consistent sales activity through organized planning, follow-up, and pipeline management
- Develop and nurture relationships with prospective clients to drive conversion and long-term engagement
- Clearly communicate value, provide consultative guidance, and confidently move opportunities to close
- Maintain a strong understanding of products, services, and market trends
- Partner closely with Account Management to ensure a smooth transition from sale to onboarding
KNOWLEDGE, SKILLS & ABILITIES:
- 2+ years of sales experience with a proven track record of meeting or exceeding targets
- Strong communication skills with the ability to build trust and influence decision-makers
- Highly organized with the ability to manage multiple opportunities simultaneously
- Self-starter mentality with a proactive, results-driven approach
- Comfortable working both inbound opportunities and outbound prospecting efforts
- High energy, resilience, and a desire to win
- Commercial insurance experience and active P&C license are required
OTHER:
- Fast paced, multi-tasking environment.
- Lifting up to 10 pounds, with some walking, standing, reaching, and the use of hands for the computer.
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.
#LI-JG1
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.
Similar Jobs
Machine Learning • Payments • Security • Software • Financial Services
Provide first-line remote and on-site technology support for employees and contractors, troubleshoot hardware/software issues, use help-desk tools, escalate to higher-level teams, and ensure customer-focused resolution following PNC policies.
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead transaction advisory engagements by performing financial analysis and modeling, evaluating deal structures and valuations, managing multiple projects, liaising with clients and cross-functional teams, preparing clear reports and presentations, and reviewing junior team members' work to ensure accuracy and high-quality deliverables.
Top Skills:
ExcelFinancial Databases
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead buy- and sell-side Quality of Earnings engagements: analyze financials, assess earnings quality, working capital, and net debt; prepare diligence reports and presentations; manage VDRs; mentor junior staff; support valuation, deal structuring, integration planning, and business development.
Top Skills:
ExcelFinancial DatabasesVirtual Data Rooms
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
