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Job Details

Locations
CA - Concord
Job ID
27241

Description and Requirements

General Description: Responsible for driving continuous revenue growth for Select Employee Benefits. Manage the Select sales producers and responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.

Responsibilities:
• Learn then lead USI’s proprietary One Advantage Platform, to include:
• Omni: Proprietary, real time, interactive intranet-based client solutions.
• Network: Vast experienced local resources, networked nationally.
• Enterprise: Combining Omni solutions with the Network for comprehensive results.
• Responsible for full cycle management of Select Producers. Provide 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.
• Partner with internal recruiting team to source, screen, hire and onboard new producers/brokers. New Producers should be capable of generating new revenue that exceed $100k per year on an annualized basis.
• Create positive relationships with other practices to drive a robust cross-sell process.
• Ensure Select producers maintain robust pipelines with quality prospects.
• Lead huddle meetings to prepare for new business appointments.
• Join Select producers on new business appointments.
• In conjunction with local CRM Champion, facilitate prospects to Select producers.
• Ensure Select producers maintain robust pipelines with quality prospects.
• Develop positive carrier relationships.

Key Performance Metrics:
• Simple Net New (SNN): New business exceeds lost business. 
• Direct contribution margins (controllable within the practice).
• Organic revenue growth. 
• Execution of USI One Advantage. 
• Execution of best practices (Huddles, Sales Activation, Hiring).

Knowledge, Skills and Abilities:
• Employee Benefits brokerage sales experience. 
• Bachelor’s degree preferred.
• Proven track record for meeting or exceeding performance targets.
• Prior sales leadership of Employee Benefits or other business is a plus. 
• Must hold Life & Health insurance license. 
• Ability to coach/mentor in concert with recruiting and hiring sales producers.
• Possess a consultative, solutions based selling approach.
• Executive presence with polished and well developed written and oral communication skills.
• Must be a collaborative and passionate leader with high integrity.
• Familiar with a cross-sell approach. Proactive sales management and tracking. Selling coverage as opposed to price. 

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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. Salary Range $160,000-$180,000 DOE


Salary Range $160,000-$180,000 (depending on experience)