Sales - Life and Disability Insurance
Location:
OH - Columbus, OH - Dublin, PA - Newtown Square, Remote- Eastern Time Zone
Apply nowGeneral Description: Inside Sales position focused on driving new business sales, retention, and growing program-specific business mainly through phone sales. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross-selling programs where applicable.
Responsibilities:
• Achieve annualized and monthly new business sales goals in our target market of companies related to program-specific verticals.
• Work with Practice Leader/Program Executive to declare a primary industry specialization (vertical).
• Call prospects and clients to screen, qualify, and sell USI products in sales vertical.
• 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 using existing and newly developed sales tools and behaviors.
• With assistance from leadership and account management staff, retain at least 92% of business year over year.
• Develop and support cross-selling strategies to enhance prospect and client relationships.
• Maintain a list of prospective centers of influence and lead sources with clients that are in assigned target groups.
• Develop and execute a sales business plan and use effective inside sales prospecting strategies. Identify and overcome sales obstacles with prospects.
• Understand and explain our competitive differentiation and solutions effectively.
• Innovate client solutions using market knowledge and an advanced understanding of technical insurance issues.
• 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.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Take part in national and regional vertical meetings and video calls.
• Complete and submit sales and production reports to management as requested.
• Attend weekly sales meetings as required.
• Engage in professional development. Includes industry and organizational education and training to bolster program-specific knowledge.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
Knowledge, Skills and Abilities:
• 1 year + of inside sales experience in a fast-paced environment. Track record of sales success.
• High school diploma or graduate equivalent degree required; college degree preferred.
• Must hold a current insurance license or willing to obtain.
• Experience utilizing sales cycle software/CRM.
• Proficient in the Microsoft Office suite of products.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Ability to deal with senior-level management and have a top-level executive presence.
• Ability to travel 10% of the time.
• Ability to develop and maintain strong business relationships.
• Must be able to work independently and as part of a team.
Why USI?
Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI.
Job ID:
20341