General Description: This role is designed to cultivate new employee benefits sales talent with a long-term career at USI. The program offers extensive training and production opportunities over a 12-24 month period. This is an outside sales position with a focus on employer groups with 10-50 employees. Responsibilities include sourcing opportunities through calling, COI development, and cross sell. Training includes an initial 8-week fundamentals and licensing course prior to the primary 10-week program. After 12 plus months in the role there is the opportunity to be promoted to a Middle Market Employee Benefits Sales role with USI, including increased commissions and opportunity for equity. 

• Participate in Other Industry New Producer development program. Includes e-Learning modules and live training sessions conducted via WebEx.

• Complete pre-licensing education program as required by state.

• Must obtain Life & Health insurance license within 8 weeks of start date.

• Achieve annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives. 

• Meet new business activity and quality appointment goals. 

• Use USI resources to research prospects and develop customized messaging for prospects.

• Understand and explain USI’s competitive differentiation to clients and prospects.

• Develop sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.

• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.

• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.

• Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections. 

• Participate in USI’s industry training and sales support programs. 

• Positively represent USI in meetings, seminars, trade shows, and networking events.

• Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.

• Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace. 

• Work collaboratively with the account management team and national/regional resources to maximize results.

• 3+ years business to business sales experience including calling on senior executives. Track record of sales success.

• Business to business sales experience in PEO, Payroll, and HRIS preferred.

• College degree preferred.

• Candidates will be provided with an initial licensing course.

• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.

• Superior communication, negotiation, and presentation skills.

• Excellent organizational and follow-up skills. 

• Strong and/or developing understanding of Employee Benefits.

• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.

• Excellent listening skills with strong customer focus.

• Able to work in a fast-paced, team environment with minimal instruction.

• Ability to deal with senior level management and have a top-level executive presence.

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