Personal Solutions Specialist

Personal Solutions Specialist

USI Insurance Services

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.

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.

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.

• 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).
• Certified as a Great Place To Work two years in a row (2024‑2025).

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