Select EB Producer - Industry Specialized

General Description: 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 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.

• Participate in Other Industry New Producer development program. Includes e-Learning modules and live training sessions conducted via Web Ex.
• Complete pre-licensing education program as required by state.
• Must obtain 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 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.

• 3+ years 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.
• Candidates will be provided with an initial licensing course.
• Personable, highly motivated, and 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 have a top-level executive presence.

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.

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.