Small Business Benefits Sales

Join to apply for the Small Business Employee Benefits Sales role at USI Insurance Services

This role is designed to cultivate new employee benefits sales talent with a long‑term career  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 a 10‑week program.

After more than 12 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 potential equity.

• Participate in Other Industry New Producer development program, including e‑learning modules and live training sessions via Web Ex.
• Complete pre‑licensing education program as required by state.
• Obtain a 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 a sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect‑specific basis.
• Build client and prospect pipeline and 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.

• 3+ years of business‑to‑business sales experience, including calling on senior executives. Track record of sales success.
• Business‑to‑business sales experience in PEO, Payroll, and HRIS preferred.
• College degree preferred; candidates will be provided with an initial licensing course.
• Personable, highly motivated, 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 possess a top‑level executive presence.

With approximately $3 billion in revenue and over 10 500 associates across roughly 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, invest heavily in our associates, and celebrate their growth through one‑of‑a‑kind employee reward and recognition programs.

The USI ONE Advantage® is a game‑changing value proposition that delivers robust risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE we develop strategic, timely, and effective risk‑management and benefit programs in terms that are easy to understand and demonstrate positive economic impact.

USI sales associates…