2 sales enablement specialist jobs found

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. The Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business. PRIMARY...

Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary:  We are seeking a motivated and detail-oriented  Sales Enablement Specialist to join our growing  Commercial Risk Management Group (CRMG)  and dynamic team. This entry-level role is designed for a high-potential individual who...