5+ years of experience in insurance or a related sales field
Proven track record of success in outside sales
Strong understanding of affluent/high net worth client needs
Exceptional interpersonal and communication skills
Ability to develop strategic relationships with business partners and centers of influence
Familiarity with CRM and sales tracking tools
Bachelor's degree or equivalent experience in finance, business, or a related field
Responsibilities
Schedule appointments and meet affluent clients to assess their unique insurance needs
Achieve annual sales goals by targeting specific client segments
Develop prospect lists and potential leads within the target market
Engage with business partners such as lawyers and financial advisors to establish new client connections
Identify and address sales challenges on a case-by-case basis
Create and execute tailored sales and marketing strategies for client engagement
Build and maintain strong relationships with existing clients and internal teams
Benefits
Comprehensive employee reward and recognition programs
Award-winning wellness program
College scholarships for employees' children
Financial assistance during times of need
Opportunities for professional growth and development
Community engagement and sustainability initiatives
Commitment to diversity, equity, and inclusion in the workplace
Full Job Description
Description and Requirements
General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Responsibilities:
Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
Achieve new business sales goals on an annualized basis based on our target market.
In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage.
Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence.
Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff.
Establish relationship as a trusted partner and advisor to clients and prospects.
Develop and support cross-selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
$80,000 - $90,000
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
