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Sales - Life and Disability Insurance

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SUMMARY

The role of the Individual Benefits Sales Producer 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:
    • Identify prospect needs by conducting effective fact-finding
    • Effectively prepare and present product recommendations and financial solutions
    • 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.

CERTIFICATES, LICENSES, REGISTRATIONS

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


*LI-BM2

Job ID:

20341

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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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