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PG Inside Producer - Life and Disability Insurance
Location:
NJ - Matawan, PA - Newtown Square
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.
- 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 or will obtain Property & Casualty and/or appropriate business licensure.
- Experience utilizing sales cycle software/CRM.
- 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.
- Proficient in the Microsoft Office suite of products.
- 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