Personal Solutions Specialist

Responsibilities

• Achieve annualized new business sales goals based on our target market.
• Carry out outbound prospecting to generate a high volume of first appointments.
• Meet 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.
• Cook up and positively represent USI in meetings, seminars, trade shows, and networking events.
• Support cross-selling strategies for both new and existing clients.

Requirements

• 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).

Qualifications

• 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.

Skills

• Knowledge and skills to stay current on industry trends and contribute to the development of innovative, bespoke solutions.

Benefits

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• A generous paid family leave benefit as well as paid holiday time.

Pay

SALARY RANGE NEEDED

Schedule

This is a Paid Time Off/Paid Sick Leave eligible role. 18 days per year.