Personal Insurance Advisor – Hybrid/Remote Sales

USI Insurance Services; Dallas (TX); Hybrid; USD 70,000 - 120,000; Full time

Job summary

USI Insurance Services, a leading insurance brokerage, is seeking a Personal Solutions Specialist in Dallas to drive new business and retain clients. This outside sales role emphasizes relationship-building, consultative selling, and collaboration with internal teams to deliver tailored personal insurance solutions.

You will prospect, present, and close opportunities, aiming for $50k+ in annual self-generated business, while leveraging the USI Engagement Platform and partner expertise to deliver

Qualifications

• 2+ years of experience in a consultative sales role.
• High School diploma or equivalent; college degree preferred.
• Property & Casualty insurance license required.
• Strong interpersonal, organizational, and customer service skills.

Responsibilities

• Achieve annualized new business sales goals.
• Conduct outbound prospecting to generate first appointments.
• Meet with prospects to assess lifestyle and insurance needs; tailor solutions.
• Prepare and deliver proposals highlighting USI's value proposition.
• Provide exceptional client experience through a consultative sales approach with ongoing support from the client service team.
• Identify and address prospect-specific sales challenges with strategic solutions.
• Collaborate with third-party subject matter experts as needed for client needs.
• Develop knowledge of industry trends and contribute to innovative solutions.
• Utilize USI Engage Platform to manage and track prospecting efforts.
• Coordinate and represent USI in meetings, seminars, trade shows, and networking events.
• Support cross-selling strategies for new and existing clients.

Skills

Consultative sales

Property & Casualty license

Customer service

Education

High School diploma or equivalent

College degree preferred

Tools

Engagement Platform

Job description

USI Insurance Services, a leading insurance brokerage, is seeking a Personal Solutions Specialist in Dallas to drive new business and retain clients. This outside sales role emphasizes relationship-building, consultative selling, and collaboration with internal teams to deliver tailored personal insurance solutions.

You will prospect, present, and close opportunities, aiming for $50k+ in annual self-generated business, while leveraging the USI Engagement Platform and partner expertise to deliver