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Regional Employee Benefits Select Practice Leader - Southwest (Dallas, TX)


TX - Dallas

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General Description

The Regional Select Practice Leader is responsible for driving continuous revenue growth for Select Employee Benefits, managing the Select sales producers, and for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team. 


  • Providing leadership and coaching to staff to generate revenue and meet sales goals.
  • Drive behaviors to ensure that staff is working to meet revenue growth targets. Includes prospecting, generating first appointments and closing new business opportunities.
  • In conjunction with the regional recruiting team, source, screen, hire and on-board new producers who can generate new revenues that exceed $100k per year on an annualized basis.
  • to encourage two way cross-selling.
  • Ensure Select producers are completing all requirements of the New Producer Expectation Form.
  • Responsible for distribution of suspects and prospects to producers. Work with the local CRM Champion, supported by the USI Data Integrity Team.

    Key Performance Metrics:

    • Hire producers per quarter
    • Graduate 90% of hires through 4-month training/assessment program
    • Generate $50,000 median new business per producer over 12 months in production
    • Graduate 40% of producers to middle market
    • Execution of best practices (Huddles, Sales Activation, Hiring)

      Knowledge, Skills and Abilities:

      • Employee Benefits brokerage sales experience.
      • Prior sales leadership of Employee Benefits or other business is a plus
      • Must be highly skilled individual that is driven to motivate others to achieve sales goals.
      • Ability to coach/mentor in concert with recruiting and hiring sales producers
      • Excited about and familiar with a cross-sell approach; selling coverage and services as opposed to price, and proactive sales management and tracking
      • Ability to win the confidence other practice leaders and producers with technical ability, presentation style and sophistication
      • Undergrad degree and Insurance designations i.e., Life and Health License

      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.

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