Commercial Insurance, Business Development Associate
Unison Risk Advisors
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- Pay
- $50K to $55K
- a year
- Location
- Marlton, NJ
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 10
- 10 days ago
Career path
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About the company
Unison Risk Advisors
Insurance · 501 to 1,000 employees
What you'll do
- Generate and qualify new business opportunities through prospecting, follow-up, and meeting generation.
- Manage prospect pipelines and CRM records, participate in sales reviews and training, and develop skills toward an Associate Producer role.
What you need
- Bachelor's degree preferred, or equivalent combination of education and experience.
- Prior sales, customer service, business development, or internship experience preferred; complete required training, licensing, and development milestones.
- Education: a bachelor's degree
Key skills
Microsoft OfficeStrong organizational skillsattention to detailComfortable initiating conversationsbuilding relationshipssalesprospectingrelationship-building capabilities
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Perks
- Medical
- Dental
- Vision
- Life Insurance
- Retirement Plan
- Paid Time Off
- Professional Development & Licensing Support
- Producer Development Program Participation
See full description on company page, apply now
Read the full posting here
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, you'll 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, you'll build the foundation needed to advance into an Associate Producer role.
What You'll 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:
Bachelor's 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 : $50,000- $55,000 base salary, plus incentive compensation
Benefits
Medical
Dental
Vision
Life Insurance
Retirement Plan
Paid Time Off
Professional Development & Licensing Support
Producer Development Program Participation