Benefits Consultant

Position: Employee Benefits Consultant
Location: Town of Brookfield

General Description

Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Responsibilities

• Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
• 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.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional meetings and video calls.
• Engage in meetings on preparing for first appointments, advancing, closing, and retaining of business.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Participate in USI’s industry training and sales support programs.
• Pursue cross‑selling opportunities to enhance prospect and client relationships.
• Collaborate with account management team on significant account management services for clients.
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows and networking events.

Knowledge,

Skills and Abilities

• 3+ years of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Life and Health insurance license.
• Strong knowledge of Employee Benefits.
• Personable, highly motivated and goal‑oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation and presentation skills.
• Excellent organizational and follow‑up skills.
• A consultative, positive and resourceful approach to dealing with prospects, clients and associates.
• Strong visibility within the Human Resources and benefits community.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior‑level management and have a top‑level executive presence.

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth through unique employee reward and recognition programs.

Unrivaled Resources and Support

USI ONE Advantage® delivers robust risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® embodies Omni, Network, Enterprise—the three key elements that set us apart from the competition.

Premier Sales Rewards, Industry‑Leading Programs, and Recognition

Competitive pay, commission, incentives and benefits. USI PEAK recognizes and rewards our top sales associates for achieving superior results. Our wellness, scholarship and financial‑help programs support healthy, productive lives.

Deep Community Engagement

Committed to giving back to local communities, promoting environmental sustainability and partnering with eco‑conscious vendors.

Committed to a Diverse, Equitable, and Inclusive Workplace

The I’m With U diversity, equity and inclusion program educates associates to better serve clients, prospects and community through curated education and training resources.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

Benefits

Competitive health, 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. Generous paid family leave and holiday time.

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