5-7 years of employee benefits brokerage sales experience
Bachelor's degree preferred
Proven track record of meeting or exceeding sales performance targets
Prior leadership experience in sales, especially in Employee Benefits
Valid Life & Health insurance license
Ability to coach and mentor sales producers
Strong written and oral communication skills
Responsibilities
Lead the implementation of USI's One Advantage Platform
Manage and coach Select Sales Producers to meet revenue goals
Drive behaviors that lead to revenue growth through prospecting and closing business opportunities
Collaborate with the recruiting team to hire and onboard effective sales producers
Develop cross-sell relationships with other practice areas
Facilitate sales meetings and support producers during client appointments
Ensure producers maintain strong pipelines with high-quality prospects
Benefits
Comprehensive health, welfare, and financial benefits including medical, dental, and vision insurance
401(k) plan with company matching
Flexible spending and health savings accounts available
Short and long-term disability insurance
Life insurance and other employer-sponsored programs
Generous paid time off policy and paid holidays
Paid family leave benefit
Full Job Description
Description and Requirements
General Description: Responsible for driving continuous revenue growth for Select Employee Benefits. Manage the Select sales producers and responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.
Responsibilities: • Learn then lead USI's proprietary One Advantage Platform, to include: • Omni: Proprietary, real time, interactive intranet-based client solutions. • Network: Vast experienced local resources, networked nationally. • Enterprise: Combining Omni solutions with the Network for comprehensive results. • Responsible for full cycle management of Select Producers. Provide leadership and coaching to staff to generate revenue and meet sales goals. • Drive behaviors to ensure that staff is working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities. • Partner with internal recruiting team to source, screen, hire and onboard new producers/brokers. New Producers should be capable of generating new revenue that exceed $100k per year on an annualized basis. • Create positive relationships with other practices to drive a robust cross-sell process. • Ensure Select producers maintain robust pipelines with quality prospects. • Lead huddle meetings to prepare for new business appointments. • Join Select producers on new business appointments. • In conjunction with local CRM Champion, facilitate prospects to Select producers. • Ensure Select producers maintain robust pipelines with quality prospects. • Develop positive carrier relationships.
Key Performance Metrics: • Simple Net New (SNN): New business exceeds lost business. • Direct contribution margins (controllable within the practice). • Organic revenue growth. • Execution of USI One Advantage. • Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities: • Employee Benefits brokerage sales experience. • Bachelor's degree preferred. • Proven track record for meeting or exceeding performance targets. • Prior sales leadership of Employee Benefits or other business is a plus. • Must hold Life & Health insurance license. • Ability to coach/mentor in concert with recruiting and hiring sales producers. • Possess a consultative, solutions based selling approach. • Executive presence with polished and well developed written and oral communication skills. • Must be a collaborative and passionate leader with high integrity. • Familiar with a cross-sell approach. Proactive sales management and tracking. Selling coverage as opposed to price.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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.
