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Regional Sales Coach and Sales Trainer - Tampa, Florida


FL - Tampa

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About USI

USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker approaching $2 billion in revenue and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 7,000+ dedicated and innovative professionals in approximately 200 offices serving clients in all 50 states. USI has become a premier insurance brokerage and consulting firm by leveraging the 
USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit

This role provides sales coaching, sales activation leadership and direction to the region’s new and established producers. A strong executive presence and ability to present effectively to both newly hired sales producers and most senior levels of the organization is critical. As a key member of the regional team, this individual will report to the Regional CEO, and be based in Tampa, and will have a dotted line reporting structure to the Corporate Chief Sales Officer.

Primary Responsibilities

  • Responsible for all regional marketing and communications leadership and processes including communications, presentations, sponsorships, advertising, and branding.  Marketing leadership will result in higher visibility and quality market positioning to support new business, client retention and revenue growth.
  • Work with the Regional P&C (PC) and Employee Benefits (EB) Leaders to Ensure Effective Execution of the Core USI Processes and Engagement Strategies in each office.
  • Work with Corporate Chief Sales Officer, Corporate Vertical Leaders and national EB and PC leader to ensure communication and clear messaging of all product and solution launches.
  • Participate in screening/hiring/on boarding new producers to ensure success.
  • Work with other Regional Leadership to ensure quality tracking and measurement of sales activity.
  • Manage six direct reports that includes a Sales & Marketing Team Leader, RFP Specialist, Sr. Content Creator/Social Media Specialist, Graphic Marketing Designer, Digital Marketing Manager, and a Sales & Marketing Administrator.
  • Assist with Acquisition Integration with respect to sales activation, messaging, U Engage Training (in coordination with the Sales and Marketing Specialists), sales and marketing.
  • Drive utilization and keep current all prospecting and relationship building opportunities within the company’s sales force automation system (U Engage).
  • Establish and execute marketing and communication strategy marketing campaigns, sponsorship selection, charitable contributions, advertising, dues and memberships and events.
  • Develop Marketing budget and uphold procedures for determining marketing investments.        

Required Experience, Knowledge, Skills and Abilities

  • 10+ years of experience sales coaching/sales training using consultative, solution-based sales methods.
  • Experience coaching Producers on effective prospecting mainly through cold calling, prospect warming, leveraging social media and LinkedIn, etc.
  • Experience in insurance brokerage in either commercial PC or EB, carrier, or related insurance businesses such as Payroll systems, PEO, etc.
  • Successful and quantifiable track record in sales focused on new business attainment that exceeds sales goals and quotas.
  • Proven ability to inspire, motivate and lead sales teams and direct reports.
  • Experience in developing marketing and sales strategies.
  • Excellent oral and written communication skills.
  • Enjoy working in a fast-paced team oriented collaborative culture.


·       Willingness to travel up to 50% of the time within FL, AL and TN. Travel will mainly be within Florida where majority of the offices in the region are located with some travel to AL and TN. Additional travel nationally necessary when needed.   


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.

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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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