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Senior Financial Consultant

Location:

NJ - Florham Park, NY - New York

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: The Senior Financial Consultant  is responsible for maintaining the relationship on their book of business

Responsibilities:

  • Maintain a book of business that is over$1.25M in revenue
  • Act as the Account Executive on client accounts
  • Establishes Strategic Plan for clients
  • Establishes general expectations for service model
  • Responsible for C-Suite relationships
  • Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our “Keep” process
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
  • Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings.
  • Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships.
  • Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
  • Collaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
  • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace.
  • Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
  • Work collaboratively with the account management team and national/regional resources to maximize results.
  • Understand and communicate client objectives to account management personnel.   
  • Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current.

Knowledge, Skills and Abilities:

  • 3-5 years in insurance brokerage, carrier, or related business to business sales experience
  • 3-5 years of experience within Finance

·         Must be personable and highly motivated to grow personal success

  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and follow-up skills.

·         Strong  understanding of Employee Benefits or Life & Disability

  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Highly developed organization and time management skills
  • Excellent listening skills with strong customer focus.
  • Goal orientated
  • Ability to deal with senior level management and have a top level executive presence
  • College degree and current insurance licensing are preferred.

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 time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

21918

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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com