USI Insurance Services · 1 day ago
Small Business Employee Benefits Sales
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking to cultivate new employee benefits sales talent. The role focuses on outside sales for employer groups with 10-50 employees, offering extensive training and opportunities for promotion within the company.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Participate in Other Industry New Producer development program. Includes e-Learning modules and live training sessions conducted via WebEx
Complete pre-licensing education program as required by state
Must obtain Life & Health insurance license within 8 weeks of start date
Achieve annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives
Meet new business activity and quality appointment goals
Use USI resources to research prospects and develop customized messaging for prospects
Understand and explain USI’s competitive differentiation to clients and prospects
Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis
Build client and prospect pipeline. Develop cross-selling strategies for existing clients
Innovate for clients using market knowledge and advanced understanding of technical insurance issues
Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections
Participate in USI’s industry training and sales support programs
Positively represent USI in meetings, seminars, trade shows, and networking events
Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace
Work collaboratively with the account management team and national/regional resources to maximize results
Qualification
Required
3+ years business to business sales experience including calling on senior executives. Track record of sales success
Must obtain Life & Health insurance license within 8 weeks of start date
Achieve annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives
Meet new business activity and quality appointment goals
Use USI resources to research prospects and develop customized messaging for prospects
Understand and explain USI's competitive differentiation to clients and prospects
Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis
Build client and prospect pipeline. Develop cross-selling strategies for existing clients
Innovate for clients using market knowledge and advanced understanding of technical insurance issues
Use USI's contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections
Participate in USI's industry training and sales support programs
Positively represent USI in meetings, seminars, trade shows, and networking events
Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace
Work collaboratively with the account management team and national/regional resources to maximize results
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals
Superior communication, negotiation, and presentation skills
Excellent organizational and follow-up skills
Strong and/or developing understanding of Employee Benefits
Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
Excellent listening skills with strong customer focus
Able to work in a fast-paced, team environment with minimal instruction
Ability to deal with senior level management and have a top-level executive presence
Preferred
Business to business sales experience in PEO, Payroll, and HRIS preferred
College degree preferred
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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