Employee Benefits Sales Consultant - Mid-Market jobs in United States
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USI Insurance Services · 1 day ago

Employee Benefits Sales Consultant - Mid-Market

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to helping sales professionals succeed. The Employee Benefits Sales Consultant is responsible for driving new business, managing client relationships, and achieving sales goals while collaborating with internal teams to deliver customized solutions.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities
Hiring Manager
Morgan Harkey
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Responsibilities

Successfully develop and deploy sales and marketing strategies with clients and prospects
Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth
Demonstrate technical knowledge necessary to communicate our solutions effectively
Achieve new business sales goals on an annualized basis based on our target market of companies
Demonstrate proficiency in the discovery process (sales due diligence) and conceptual presentation promoting USI’s competitive differentiation – including understanding, articulating, and delivering the USI ONE Advantage ® value proposition and specific solutions customized for each prospect
Collaborate with leaders in selecting appropriate team to effectively conduct prospect sales presentations including subject matter experts and account management staff tailored to each opportunity
Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding important technical/financial issues
Create positive synergy and pursue cross-selling opportunities with other USI practices to enhance prospect and client relationships across the company
Positively and proactively represent USI at meetings, seminars, trade shows and networking events
Strategize with sales leader and senior account staff to retain clients
Work collaboratively with the account management team and local/regional and national resources to maximize results
Understand and communicate client objectives to account management personnel
Effectively execute other USI policies

Qualification

Insurance brokerage experienceEmployee benefits knowledgeSales strategy developmentClient relationship managementPresentation skillsListening skillsCommunicationGoal-orientedOrganizational skillsTeam collaboration

Required

3-5 years of experience in insurance brokerage, carrier, or related business to business sales, including calling on senior executives and a track record of financial success
Strong and/or developing understanding of employee benefits
Must be personable and highly motivated to grow personal success
Superior written and verbal communication and presentation skills
Strong visibility within the HR and benefits community
Excellent organization and follow-up skills
A consultative, positive and resourceful approach to dealing with prospect, clients and associates
Excellent listening skills with strong customer focus
Must be goal-oriented
Ability to work with senior-level management and have a top-level executive presence

Preferred

College degree and current insurance licensing preferred

Benefits

Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase