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Sales Enablement Specialist - The Baldwin Group Financial Services

Baldwin Insurance Group INC Class - 2 Locations

Posted Jun 6, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
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Relocation assistance
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Childcare support
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Learning budget
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Verification
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Salary
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Market context

U.S. role benchmark (BLS OEWS)
$57,704 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.9% - Slower

U.S. benchmark only; posted salary is not compared across countries or currencies.

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Sales From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026

Application

Cover letter
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Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Sales Enablement Specialist - The Baldwin Group Financial Services 2 Locations 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 RESPONSIBILITIES: Support 4-5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships. Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners. Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500

Read the full description at baldwin.wd1.myworkdayjobs.com. FewerJobs shows a preview and links to the original posting.

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Apply link verified; last checked Aug 3, 2026.

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