Personal Solutions Specialist

USI Insurance Services; Dallas (TX); On-site; 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

General Description

The Personal Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs.The Personal Solutions Specialist is an outside sales role focused on driving new business sales and retention. This position offers a purpose-driven career path in personal insurance, equipping you with the skills, training, and expertise to become a trusted advisor. This role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences.

Responsibilities

• Achieve annualized new business sales goals based on our target market.
• Conduct 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.
• Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events.
• Support cross-selling strategies for both new and existing clients.

Metrics

• 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).

Knowledge, Skills and Abilities

• 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.

Physical Requirements

• While performing the duties of this job, the employee is required:
• Sit for extended periods while working at a computer or attending virtual meetings.
• Travel by car and/or air to client appointments and off-site locations.
• Operate office equipment and use repetitive hand motions, such as typing.
• Communicate clearly via phone, video conferencing tools, email, and in person.
• Ability to move for extended periods across various environments. Includes standing, walking, bending, kneeling, squatting and/or reaching.
• Infrequently, lifting or carrying items that range from 10-50lbs may be required.

Work is conducted in an on-site, remote, or hybrid environment that is conducive to performing the essential functions of the job. The role routinely involves the use of mobile devices and standard office equipment, including computers, keyboards, printers, and video conferencing tools. The role requires attendance at in-person meetings, including those with clients or team members.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients 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 from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and Recognition

In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK , recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working 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 our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

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).