Outside Employee Benefits Sales Position
This position is responsible for driving new business sales revenue growth for small business clients. Cross-sell referrals from other business units and establish a pipeline of clients with 10-50 employee lives.
Responsibilities include achieving annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives, meeting new business activity and quality appointment goals, using USI resources to research prospects and develop customized messaging for prospects, understanding and explaining USI's competitive differentiation to clients and prospects, developing sales business plans and using effective prospecting strategies, building client and prospect pipeline, developing cross-selling strategies for existing clients, innovating for clients using market knowledge and advanced understanding of technical insurance issues, using USI's contact management and sales automation tool to support sales processes, participating in USI's industry training and sales support programs, positively representing USI in meetings, seminars, trade shows, and networking events, demonstrating technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer, successfully developing and deploying sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace, and working collaboratively with the account management team and national/regional resources to maximize results.
Knowledge, skills, and abilities include 2+ years of sales experience in an insurance brokerage with a proven track record of sales success, a college degree preferred, holding a Life and Health insurance license, being personable, highly motivated, and goal oriented, having superior communication, negotiation, and presentation skills, excellent organizational and follow-up skills, a strong and/or developing understanding of Employee Benefits, a consultative, positive, and resourceful approach to dealing with prospects, clients, and associates, excellent listening skills with a strong customer focus, the ability to work in a fast-paced, team environment with minimal instruction, and the ability to deal with senior level management and have a top-level executive presence.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of 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 we demonstrate how the solutions can have a positive economic impact.
Pathways to Promotion USI sales associates are equipped with an industry-leading sales training program called USI ONE Academy, focusing on the understanding, messaging, and articulation of USI's technical solutions. Our Executive Series program features industry articles, videos, and tools to promote meaningful conversations with prospects and clients, and our internal networking and mentoring programs help establish a strong foundation of professional development. These tools and resources set you up for success, and the average promotion timeline from small business sales to middle market is 12-36 months.
Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we're working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025), named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025), named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025), and certified as a Great Place To Work two years in a row (2024-2025).
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. Salary Range $80,000-$90,000.