USI Insurance Services
Small Business Employee Benefits Sales
USI Insurance Services, Irvine, California, United States, 92713
Small Business Employee Benefits Sales
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USI Insurance Services
Location: Irvine, CA (Hybrid) | Salary: $80,000–$90,000
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 focused 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+ months in the role there is the opportunity to be promoted to a Middle Market Employee Benefits Sales role with increased commissions and equity.
Responsibilities
Participate in Other Industry New Producer development program, including e‑Learning modules and live training sessions via WebEx.
Complete pre‑licensing education program as required by state.
Obtain Life & Health insurance license within 8 weeks of start date.
Achieve annualized new business sales goals of $80 K in the 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 and 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 and input timely, accurate information to facilitate projections.
Participate in USI’s industry training and sales support programs.
Represent USI positively in meetings, seminars, trade shows, and networking events.
Demonstrate technical knowledge necessary to communicate solutions effectively to a non‑insurance buyer.
Deploy sales and marketing strategies and periodic communications to optimize USI’s marketplace position.
Collaborate with the account management team and national/regional resources to maximize results.
Qualifications
3+ years business‑to‑business sales experience including calling on senior executives; track record of sales success.
Experience in PEO, Payroll, and HRIS preferred.
College degree preferred.
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 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.
Benefits & Resources USI offers a wide range of 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. The company provides a generous paid family leave benefit, paid holiday time and comprehensive wellness and employee recognition programs.
UNRIVALED RESOURCES: USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise — the three key elements that set USI apart. Through USI ONE, strategic, timely, and effective risk‑management and benefit programs are developed in easily understandable terms.
PATHWAYS TO PROMOTION: USI sales associates receive industry‑leading training through USI ONE® Academy, Executive Series, and internal networking and mentoring programs. The average promotion timeline from small business sales to middle market is 12‑36 months.
RECOGNITION & REWARDS: In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK and a range of employee programs that support health, education, and financial well‑being.
COMMUNITY & INCLUSION: USI is committed to giving back to local communities, supporting environmental sustainability, and fostering a diverse, equitable, and inclusive workplace through the I’m With U program and various community outreach initiatives.
Industry Recognition
Recognized as one of Insurance Business America’s Top Insurance Employers 2018‑2025.
Named to Business Insurance’s Best Places to Work in Insurance 2020‑2025.
Named to Fortune’s Best Workplaces in Financial Services & Insurance 2024‑2025.
Certified as a Great Place to Work 2024‑2025.
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USI Insurance Services
Location: Irvine, CA (Hybrid) | Salary: $80,000–$90,000
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 focused 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+ months in the role there is the opportunity to be promoted to a Middle Market Employee Benefits Sales role with increased commissions and equity.
Responsibilities
Participate in Other Industry New Producer development program, including e‑Learning modules and live training sessions via WebEx.
Complete pre‑licensing education program as required by state.
Obtain Life & Health insurance license within 8 weeks of start date.
Achieve annualized new business sales goals of $80 K in the 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 and 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 and input timely, accurate information to facilitate projections.
Participate in USI’s industry training and sales support programs.
Represent USI positively in meetings, seminars, trade shows, and networking events.
Demonstrate technical knowledge necessary to communicate solutions effectively to a non‑insurance buyer.
Deploy sales and marketing strategies and periodic communications to optimize USI’s marketplace position.
Collaborate with the account management team and national/regional resources to maximize results.
Qualifications
3+ years business‑to‑business sales experience including calling on senior executives; track record of sales success.
Experience in PEO, Payroll, and HRIS preferred.
College degree preferred.
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 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.
Benefits & Resources USI offers a wide range of 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. The company provides a generous paid family leave benefit, paid holiday time and comprehensive wellness and employee recognition programs.
UNRIVALED RESOURCES: USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise — the three key elements that set USI apart. Through USI ONE, strategic, timely, and effective risk‑management and benefit programs are developed in easily understandable terms.
PATHWAYS TO PROMOTION: USI sales associates receive industry‑leading training through USI ONE® Academy, Executive Series, and internal networking and mentoring programs. The average promotion timeline from small business sales to middle market is 12‑36 months.
RECOGNITION & REWARDS: In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK and a range of employee programs that support health, education, and financial well‑being.
COMMUNITY & INCLUSION: USI is committed to giving back to local communities, supporting environmental sustainability, and fostering a diverse, equitable, and inclusive workplace through the I’m With U program and various community outreach initiatives.
Industry Recognition
Recognized as one of Insurance Business America’s Top Insurance Employers 2018‑2025.
Named to Business Insurance’s Best Places to Work in Insurance 2020‑2025.
Named to Fortune’s Best Workplaces in Financial Services & Insurance 2024‑2025.
Certified as a Great Place to Work 2024‑2025.
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