Skip to content

PG Inside Producer - Life and Disability Insurance


NJ - Matawan, PA - Newtown Square

Apply now Share Share PG Inside Producer - IB with Facebook Share PG Inside Producer - IB with LinkedIn Share PG Inside Producer - IB with Twitter Share PG Inside Producer - IB with a friend via e-mail
General 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. 

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:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email