Personal Solutions Specialist
Description and Requirements
General Description: The Personal Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs. The Personal Solutions Specialist is an outside sales role focused on driving new business sales and retention. This role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences.
Responsibilities
- Achieve annualized new business sales goals based on our target market.
- Conduct outbound prospecting to generate a high volume of first appointments.
- Met with prospects to understand their lifestyle and insurance needs, offering tailored solutions.
- Prepare and deliver professional presentations and proposals highlighting USI’s value proposition, industry trends, and customized insurance solutions.
- Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing the ongoing support of the client service team.
- Identify and address prospect-specific sales challenges with strategic solutions.
- Collaborate with and introduce third-party subject matter experts in response to client needs.
- Develop knowledge and stay current on industry trends and contribute to the development of innovative, bespoke solutions.
- Utilize USI’s Engagement Platform to manage and track prospecting efforts.
- Coincide and positively represent USI in meetings, seminars, trade shows, and networking events.
- Support cross-selling strategies for both new and existing clients.
Metrics
- Target $50k+ of annual (LTM) business will be self-generated.
- 8+ self-generated first appointments per week.
- 200+ self-generated outbound calls per week.
- New business expected from account-rounding, integrated offering (IOU), existing COIs, and self-generated opportunities.
- Below minimum floors of $10k of annual self-generated business (9 months).
Knowledge, Skills and Abilities
- 2+ years of experience in a consultative sales role.
- High School diploma or equivalent required. College degree preferred.
- Must hold a Property & Casualty insurance license.
- Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
- Excellent organizational and follow-up skills.
- Exceptional customer service skills that can be applied to the sales process.
- Collaborative team player with the ability to work with minimal supervision.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
- Industry-Leading Programs, Rewards, and Recognition
- Nationally Recognized as a Top Insurance Employer
Deep Community Engagement
- Committed to a Diverse and Inclusive Workplace
Committed to a Diverse and Inclusive Workplace
- Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).