Personal Risk Specialist
Location:
IA - Des Moines
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With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.
At USI, we take your success seriously, and our leadership team is dedicated to helping you win and keep business. We have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through our unique professional development platform and one-of-a-kind program to reward and recognize sales excellence.
National and Local Sales Training and Support
The USI ONE Advantage® distinguishes USI as a leading insurance brokerage and consulting firm. This game-changing value proposition delivers unique enterprise solutions to our clients and drives our sales professionals’ development and success. Complementing these resources, USI offers a full suite of industry training and sales support programs led by award-winning experts.
Premier Sales Reward and Recognition
Our annual incentive program, USI PEAK, recognizes and rewards our sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Committed to a Diverse and Inclusive Work Environment
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Ranked and Recognized as a Top Insurance Workplace
- 4th largest privately held broker of U.S. business and the 11th largest insurance broker in the world.
- 2nd largest privately held employee benefits broker ranked by global benefits revenue.
- 6th largest independent commercial lines broker, and one of the top ten largest privately held brokers of personal lines business in the U.S.
- Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
- Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
General Description: Outside sales position. Serves the unique insurance needs of high net worth personal risk clients. Establishes new client pipeline and cross-sells from other USI lines of business.
Responsibilities:
- Achieve annualized new business sales goal of $100k in our target market.
- Meet new business activity and quality appointment goals. Identify and overcome obstacles on a prospect-specific basis.
- Understand the needs and concerns of high net worth clients. Offer consultative, customized solutions tailored to their individual needs.
- insurance buyer.
- Understand and explain USI’s competitive differentiation to clients and prospects. Create customized work product samples for prospects.
- Develop sales business plan and use effective prospecting strategies.
- Take part in national Personal Risk meetings and video conference calls.
- Engage in meetings on earning and preparing for first appointments.
- Pursue cross-selling opportunities to enhance prospect and client relationships.
- Oversee preparation of proposals for Personal Risk Management clients and prospects. Present personalized insurance programs to prospective clients.
- Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
- Positively represent USI in meetings, seminars, trade shows and networking events.
- Work collaboratively with account management team and other staff.
Knowledge, Skills and Abilities:
- 3-5 years in High Net Worth or personal insurance sales or service.
- Must hold a personal lines insurance license. College degree preferred.
- Strong knowledge of personal risk insurance coverages.
- 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 prospect, clients and associates.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence
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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 family leave benefit as well as paid holiday time.
Job ID:
24604