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Individual Benefits Inside Sales Rep


PA - Erie, PA - Harrisburg, PA - Pittsburgh, PA - Warrendale

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The role of the Individual Benefits Sales Rep is to meet and exceed revenue target goals by actively soliciting and selling various association sponsored Life and Disability insurance products by phone to association members.  This position will work within a sales team to support new competitive product offerings throughout the country.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

·        Use of a consultative sales model to:

o   Identify prospect needs by conducting effective fact-finding

o   Effectively prepare and present product recommendations and financial solutions

o   Articulate USI value proposition through the use of existing and newly-developed sales tools and behaviors

·        Call prospects and customers to screen, qualify and sell Individual Benefits insurance products.

·        Cross-sell all available products to existing customers and new prospects including introduction of new product offerings to prospects and customers to increase cross-sell opportunities.

·        Respond to incoming sales calls in an effective and timely manner to successfully close the sale.

·        Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale.

·        Accurately and timely record all lead information in the company provided CRM including all call activity, follow up and opportunities developed.

·        Organize and contact leads based on priority and/or special engagement.

·        Complete and submit sales and production reports to management as requested.

·        Attend weekly sales meetings as required.

·        Meet monthly sales revenue and metrics goals.

·        Complete special projects assigned by management.

QUALIFICATIONS to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The ideal candidate will have at least 1+ year of successful sales experience in a fast-paced inside sales environment.  Proven ability to perform in a sales-focused, results-oriented environment working with a strong team. Term Life and Disability knowledge is required.

Four-year College Degree preferred.  High school diploma or general education degree (GED) is required.


In order to perform this job successfully, an individual:

·        Must have or develop strong knowledge of USI Affinity’s product line and related insurance concepts.

·        Must have strong customer service and sales orientation.

·        Must be able to develop and maintain strong business relationships as well as the ability to deal effectively with difficult or sensitive situations.

·        Must be able to consistently meet or exceeds sales/revenue targets/KPIS as established by the company.

·        Must have excellent organizational skills and attention to detail. 

·        Must be able to work independently and as part of a team.

·        Must have strong, clear and articulate verbal communication skills.

·        Must be willing and able to manage all prospecting activity through company sales tracking system.

Language Ability – Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.

Math Ability – Ability to work with basic mathematical concepts.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

·        Computer Skills -

·        Must be proficient in the MS Office suite of products including Word, Excel.  Must be able to learn and work with any corporate Proprietary software tools including sales tracking systems.


Current NY or NJ Resident Life and Health license is required along with the ability to obtain and maintain additional state licenses.


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