Personal Solutions Specialist

General Description

The Person al Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs.

The Person al Solutions Specialist is an outside sales role focused on driving new business sales and retention. This position offers a purpose-driven career path in personal insurance, equipping you with the skills, training, and expertise to become a trusted advisor. This role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences.

• Achieve annualized new business sales goals based on our target market.
• Conduct outbound prospecting to generate a high volume of first appointments.
• Meet with prospects to understand their lifestyle and insurance needs, offering tailored solutions.
• Prepare and deliver professional presentations and proposals highlighting USI's value proposition, industry trends, and customized insurance solutions.
• Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing the ongoing support of the client service team.
• Identify and address prospect-specific sales challenges with strategic solutions.
• Collaborate with and introduce third-party subject matter experts in response to client needs.
• Develop knowledge and stay current on industry trends and contribute to the development of innovative, bespoke solutions.
• Utilize USI's Engagement Platform to manage and track prospecting efforts.
• Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events.
• Support cross-selling strategies for both new and existing clients.

• Target $50k+ of annual (LTM) business will be self-generated.
• 8+ self-generated first appointments per week.
• 200+ self-generated outbound calls per week.
• New business expected from account-rounding, integrated offering (IOU), existing COIs, and self-generated opportunities.
• Below minimum floors of $10k of annual self-generated business (9 months).

• 2+ years of experience in a consultative sales role.
• High School diploma or equivalent required. College degree preferred.
• Must hold a Property & Casualty insurance license.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Excellent organizational and follow-up skills.
• Exceptional customer service skills that can be applied to the sales process.
• Collaborative team player with the ability to work with minimal supervision.

• While performing the duties of this job, the employee is required:
• Sit for extended periods while working at a computer or attending virtual meetings.
• Travel by car and/or air to client appointments and off-site locations.
• Operate office equipment and use repetitive hand motions, such as typing.
• Communicate clearly via phone, video conferencing tools, email, and in person.
• Ability to move for extended periods across various environments. Includes standing, walking, bending, kneeling, squatting and/or reaching.
• Infrequently, lifting or carrying items that range from 10-50lbs may be required.

Work is conducted in an on-site, remote, or hybrid environment that is conducive to performing the essential functions of the job. The role routinely involves the use of mobile devices and standard office equipment, including computers, keyboards, printers, and video conferencing tools. The role requires attendance at in-person meetings, including those with clients or team members.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

With approximately $3 billion in revenue and over 10,500…