Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we've secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.

We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."

POSITION SUMMARY:

• The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships, and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm's insurance and risk management value proposition to support the clients' needs and passions.

PRIMARY RESPONSIBILITIES:

• Prospecting Tasks:
  • Manage Stratus records (Contacts, Companies, Activities, Lead Lists).
  • Send introductory, follow-up, and simple response emails to prospects.
  • Campaign management.
  • Qualify Stratus Records based on Ideal Client Profile.
    • Quantitative Data: Company demographics, current broker, renewal date, etc.
  • Drip marketing:
    • Customized emails about BRP Marketing Events.
    • Customized emails referencing articles, white papers, etc.
    • Systematic check-ins around trigger events.
  • Duplicate above for CRMG within EBG Clients.
• Presentation Preparation:
  • Create RFPs.
  • Manage EBG/CRMG Marketing Submissions.
  • Create Risk Maps.
  • Create PowerPoints.
• Scheduling:
  • Schedule new business pitches with prospects.
  • Coordinate and manage calendars for meetings (virtual/in-person).
• Event Coordination:
  • Organize 24-30 events annually.
  • Assist in creating invites with marketing.
  • Email invites to prospects and clients.
  • Confirm guests and address inquiries.
  • Day of event:
  • Create a dossier with pictures and company names.
  • Greet guests and ensure smooth event.
• LinkedIn Management:
  • Manage info requests on LinkedIn.
  • Identify prospects for connection.
  • Assist in obtaining client testimonials for the page.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: High school diploma required; Bachelor's degree preferred
• Experience (years and type of experience): 2 years of relevant sales or customer service experience required; 2+ years of relevant sales or customer service experience preferred
• Certification(s): None required; None preferred
• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Excellent written, verbal communication and presentation skills.
• Ability to clearly articulate value, influence others and motivate action.
• Time management skills and the ability to coordinate calendars with multiple stakeholders.
• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Rapid understanding and adoption of CRM systems (HubSpot, Salesforce, ZoomInfo, etc.).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

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.

The starting pay is $66,415.00 - 98,900.00 USD Annual plus. Salary is negotiable upon time of offer.

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