Select EB Producer

General Description

Outside Employee Benefits sales position. Responsible for driving new business sales revenue growth for small business clients. Cross-sell referrals from other business units and establish pipeline of clients with 10-50 employee lives.

• 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.

• 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
• Must hold a Life and Health insurance license.
• 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 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.