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Commercial Insurance, Business Development Associate

$50k - $55k
Full-time

Unison Risk Advisors

Are you looking to launch a rewarding career in sales and business development

Hardenbergh Insurance Group is seeking a motivated coachable and results-oriented Business Development Associate (Sales Trainee) to join our growing team.

This role is designed for individuals who are interested in building a long-term career in insurance sales and commercial risk management. As a Business Development Associate youll focus on generating new business opportunities developing prospecting skills and learning the fundamentals of becoming a successful commercial producer. Through structured training mentorship and hands-on experience youll build the foundation needed to advance into an Associate Producer role.

What Youll Do:

Prospecting & Lead Generation

  • Conduct outbound prospecting through phone calls email campaigns and digital outreach
  • Work from assigned target lists lead sources and industry-focused prospecting initiatives
  • Generate qualified discovery meetings for the Business Development team
  • Maintain consistent follow-up and prospect engagement activities
  • Build and manage a pipeline of prospective clients

Opportunity Qualification

  • Apply agency-defined qualification standards to identify viable opportunities
  • Evaluate prospects based on industry fit revenue profile decision-maker access and business needs
  • Confirm scheduled meetings and maintain strong appointment hold rates
  • Gather preliminary information to help prepare producers for discovery conversations

Sales Process & Pipeline Management

  • Maintain accurate and current information within the CRM system
  • Track prospect activity conversations meeting outcomes and next steps
  • Participate in weekly pipeline and activity review meetings
  • Follow established sales processes and stage progression guidelines
  • Support data integrity and reporting requirements

Professional Development

  • Actively participate in the USLI 50/50 Program
  • Complete required training licensing and development milestones
  • Shadow producer and client meetings to build industry knowledge and sales acumen
  • Participate in role-playing coaching sessions and skill-development exercises
  • Continuously develop sales prospecting and relationship-building capabilities

What Success Looks Like:

Activity & Performance Metrics

  • Consistently generate qualified meetings for the Business Development team
  • Maintain strong appointment hold rates and prospect engagement
  • Demonstrate continuous improvement in prospecting and qualifying opportunities
  • Maintain accurate CRM records and documentation
  • Show ongoing growth toward Associate Producer readiness

Professional Behaviors

  • Strong coachability and willingness to learn
  • Consistent preparation and follow-through
  • Positive attitude and resilience in a sales environment
  • Excellent organizational and time management skills
  • Commitment to personal and professional development

Qualifications:

  • Bachelors degree preferred or equivalent combination of education and experience
  • Prior sales customer service business development or internship experience preferred
  • Strong written and verbal communication skills
  • Comfortable initiating conversations and building relationships with new prospects
  • Proficiency in Microsoft Office (Outlook Word Excel PowerPoint)
  • Strong organizational skills and attention to detail
  • Ability to work independently while thriving in a team-based environment
  • Demonstrated desire to pursue a career in sales business development or insurance

Why This Role

  • Structured career path into commercial insurance sales
  • Hands-on training and mentorship from experienced producers
  • Opportunity to participate in industry-leading development programs
  • Exposure to business owners executives and diverse industries
  • Collaborative team environment focused on growth and development
  • Clear performance expectations and advancement opportunities

Compensation & Benefits

*Remote on Fridays

Target Salary : $50000- $55000 base salary plus incentive compensation

Benefits

  • Medical
  • Dental
  • Vision
  • Life Insurance
  • Retirement Plan
  • Paid Time Off
  • Professional Development & Licensing Support
  • Producer Development Program Participation

Required Experience:

IC

Vacancy posted 7 days ago
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