EB Producer

USI Insurance Services; Memphis (TN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible spending accounts

Paid family leave

Paid holidays

Job summary

A leading insurance brokerage firm in the United States is seeking an experienced Outside Employee Benefits Sales representative. You will drive business sales, manage client relationships, and leverage resources to achieve a target of $200k in annual sales. Ideal candidates will have a strong sales background in insurance and hold a Life and Health insurance license. This role offers competitive benefits and opportunities for professional growth.

Qualifications

• 3+ years of sales experience in an insurance brokerage with a proven track record.
• Must hold a Life and Health insurance license.
• Strong knowledge of Employee Benefits.

Responsibilities

• Achieve annualized new business sales of $200k.
• Meet new business activity and appointment goals.
• Use resources to research prospects and develop messaging.

Skills

Sales experience

Communication skills

Negotiation skills

Customer focus

Organizational skills

Education

College degree preferred

Tools

Sales automation tools

Job description

Job Overview

Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Responsibilities

• Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
• 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.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional meetings and video calls.
• Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Participate in USI’s industry training and sales support programs.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Collaborate with account management team on significant account management services for clients.
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows and networking events.

Knowledge, Skills & Abilities

• 3 years + of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Life and Health insurance license.
• Strong knowledge of Employee Benefits.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Strong visibility within the Human Resources and benefits community.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

Benefits & Culture

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and offer a full suite of competitive 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 programs. USI also offers a generous paid family leave benefit and paid holiday time.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales and Business Development

Industry

Insurance