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.
Responsibilities:
• 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.
Knowledge, Skills and Abilities:
• 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.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.
Analysis of Physical Demands:
• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
• Occasionally (1%-33% of time) work performed requires employees to walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
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