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Regional Employee Benefits Small Business Sales Leader


FL - Tampa

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USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker approaching $2 billion in revenue and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 8,000+ dedicated and innovative professionals in approximately 200 offices serving clients in all 50 states. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit

General Description

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


  • Responsible for the management of Regional EB Select Producers. 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 are capable of generating 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 2 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 35% of producers to middle market
  • Execution of best practices (Huddles, Sales Activation, Hiring)

Knowledge, Skills and Abilities:

  • 3-5 years of  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


  • Willingness to travel up to 50% of the time, regionally (TN, AL, FL) and nationally.


USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.


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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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.

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