USI Insurance Services
Small Business Employee Benefits Sales at USI Insurance Services
We are looking for a high‑energy, results‑driven individual to join our Small Business Employee Benefits Sales program. The role is designed to cultivate new 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.
General Description The program offers an initial 8‑week fundamentals and licensing course prior to the primary 10‑week program. After 12 months in the role there is an opportunity to be promoted to a Middle Market Employee Benefits Sales role with increased commissions and equity.
Responsibilities
Participate in the Other Industry New Producer development program, including e‑Learning modules and live training sessions conducted 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 $80K 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 a sales business plan and use effective prospecting strategies to overcome 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.
Develop and deploy sales and marketing strategies, along with periodic communications, to optimize USI’s position in the marketplace.
Collaborate with the account management team and national/regional resources to maximize results.
Knowledge, Skills and Abilities
3+ years of business‑to‑business sales experience including calling senior executives; proven track record of sales success.
Experience in PEO, payroll, and HRIS preferred.
College degree preferred.
Will be provided with an initial licensing course.
Personable, highly motivated, goal‑oriented, driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow‑up skills.
Strong / developing understanding of employee benefits.
Consultative, positive, resourceful approach when dealing with prospects, clients, and associates.
Excellent listening skills with strong customer focus.
Ability to work in a fast‑paced, team environment with minimal instruction.
Ability to deal with senior‑level management and project a top‑level executive presence.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across ~200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® is a game‑changing value proposition delivering a robust set of risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® combines Omni, Network, Enterprise—the three key elements that set USI apart.
Pathways to Promotion USI sales associates use the USI ONE® Academy for industry‑leading training and the Executive Series program for industry articles, videos, and tools. Internal networking and mentoring programs help establish a strong foundation of professional development. The average promotion timeline from small business sales to middle market is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK. We also offer employee programs that reward outstanding achievement, a wellness program, college scholarships for associate children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability. Partnering with eco‑conscious vendors and reducing our own environmental footprint, we work together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace Our award‑winning I’m With U diversity and inclusion program educates associates to better understand and serve our clients, prospects, teammates, and local communities through curated education, training resources, employee support programs, and community outreach initiatives.
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).
USI provides a full‑suite of competitive benefits for our growing population and diverse needs. We offer 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
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General Description The program offers an initial 8‑week fundamentals and licensing course prior to the primary 10‑week program. After 12 months in the role there is an opportunity to be promoted to a Middle Market Employee Benefits Sales role with increased commissions and equity.
Responsibilities
Participate in the Other Industry New Producer development program, including e‑Learning modules and live training sessions conducted 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 $80K 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 a sales business plan and use effective prospecting strategies to overcome 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.
Develop and deploy sales and marketing strategies, along with periodic communications, to optimize USI’s position in the marketplace.
Collaborate with the account management team and national/regional resources to maximize results.
Knowledge, Skills and Abilities
3+ years of business‑to‑business sales experience including calling senior executives; proven track record of sales success.
Experience in PEO, payroll, and HRIS preferred.
College degree preferred.
Will be provided with an initial licensing course.
Personable, highly motivated, goal‑oriented, driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow‑up skills.
Strong / developing understanding of employee benefits.
Consultative, positive, resourceful approach when dealing with prospects, clients, and associates.
Excellent listening skills with strong customer focus.
Ability to work in a fast‑paced, team environment with minimal instruction.
Ability to deal with senior‑level management and project a top‑level executive presence.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across ~200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® is a game‑changing value proposition delivering a robust set of risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® combines Omni, Network, Enterprise—the three key elements that set USI apart.
Pathways to Promotion USI sales associates use the USI ONE® Academy for industry‑leading training and the Executive Series program for industry articles, videos, and tools. Internal networking and mentoring programs help establish a strong foundation of professional development. The average promotion timeline from small business sales to middle market is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK. We also offer employee programs that reward outstanding achievement, a wellness program, college scholarships for associate children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability. Partnering with eco‑conscious vendors and reducing our own environmental footprint, we work together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace Our award‑winning I’m With U diversity and inclusion program educates associates to better understand and serve our clients, prospects, teammates, and local communities through curated education, training resources, employee support programs, and community outreach initiatives.
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).
USI provides a full‑suite of competitive benefits for our growing population and diverse needs. We offer 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
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