3+ years of B2B sales experience, preferably in PEO, Payroll, or HRIS sectors.
Proven track record of sales success with senior executives.
High school diploma required; college degree preferred.
Personable, motivated, and goal-oriented with a strong drive for sales achievement.
Excellent communication, negotiation, and presentation skills.
Strong organizational and follow-up abilities.
Developing understanding of Employee Benefits.
Responsibilities
Participate in a comprehensive New Producer development program including e-Learning and live training.
Complete state-required pre-licensing education and obtain Life & Health insurance license within 8 weeks.
Achieve annualized new business sales goals within the target market.
Develop customized messaging for prospects using USI resources.
Build and manage a client and prospect pipeline, implementing cross-selling strategies.
Represent USI positively at meetings, seminars, and networking events.
Collaborate with account management and national/regional resources to maximize sales results.
Benefits
Comprehensive health, dental, and vision insurance.
401(k) plan with employer contributions.
Flexible spending and health savings accounts.
Short and long-term disability insurance.
Life insurance and unique employer-sponsored programs.
Generous paid family leave benefit.
Paid holiday time.
Full Job Description
Description and Requirements
About the Role:
This role is designed to cultivate new employee benefits sales talent with a long-term career at USI. The program offers extensive training and production opportunities over a 12-24 month period. This is an outside sales position with a focus on employer groups with 10-50 employees. Responsibilities include sourcing opportunities through calling, COI development, and cross sell. Training includes an initial 8-week fundamentals and licensing course prior to the primary 10-week program. After 12 plus months in the role there is the opportunity to be promoted to a Middle Market Employee Benefits Sales role with USI, including increased commissions and opportunity for equity.
What You'll Do:
Participate in the Other Industry New Producer development program, including e-Learning modules and live training sessions conducted via WebEx.
Complete pre-licensing education program as required by state.
Obtain Life & Health insurance license within 8 weeks of start date.
Achieve annualized new business sales goals within our target market.
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.
What We're Looking For:
3+ years business to business sales experience, including calling on senior executives, with a proven track record of sales success.
Business to business sales experience in PEO, Payroll, and HRIS preferred.
High school diploma or equivalent required; college degree preferred.
Personable, highly motivated, and goal oriented, with a drive 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.
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 family leave benefit as well as paid holiday time.
$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.
