Insurance Advisor, PL

Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub) 

Let’s clear something up—Insurance Advisor is our internal title, but yes, we’re talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You’ll be working in a dynamic sales center environment, closing deals and making a real impact. 

As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes—we provide all the leads! 

Compensation: Base pay $41,600 + monthly commission 
Location: 7910 Microsoft Way, Charlotte, NC 28277 
Schedule: Monday–Friday 8am–5pm + one Saturday/month 9am–1pm 
Remote Work: This is an in-office role 

What You’ll Be Doing 

• Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits. 

• Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps. 

• Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team. 

• Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners. 

What You Bring to the Table 

• Love talking to people? You’ll be on the phone all day—so bring that energy! 

• Strong communication skills—both verbal and written 

• Persuasive, goal-oriented, and driven to succeed 

• Friendly, outgoing, and eager to grow our client base 

• Self-motivated and great at managing your time 

• Resilient—able to handle rejection and keep moving forward 

• Familiar with the sales process from start to finish 

• Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk! 

• Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred 

What we Provide 

• Paid Training  

• Onsite gym with free access 

• Performance contests year-round with incentive awards 

• Onsite food trucks throughout the year 

• Quarterly top performer dinner 

• PTO + 12 paid holidays  

Licensing Made Easy 

We’ve got you covered! We’ll pay for your 40-hour online Property & Casualty course, and you’ll be compensated for your time studying. Pass the test, earn your P&C license, and you’re good to go! 

If you’re ready to launch a rewarding career in insurance sales with a company that values your growth and success, we’d love to hear from you! 

#LI-RL1

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 reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• 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. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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.