Personal Solutions Specialist

USI Insurance Services; Fort Lauderdale (FL); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid family leave

Job summary

USI Insurance Services in Fort Lauderdale is seeking a Personal Solutions Specialist to deliver tailored risk management and insurance consultation. This outside sales role emphasizes relationship building, consultative selling, and collaboration with internal teams to provide exceptional client experiences.

The ideal candidate will have 2+ years of consultative sales experience and must hold a Property & Casualty insurance license. USI offers a competitive salary range of $75,000 - $85,000 along with a comprehensive benefits package.

Qualifications

• 2+ years of experience in a consultative sales role.
• Personable, highly motivated, and goal oriented.
• Exceptional customer service skills that can be applied to the sales process.

Responsibilities

• Achieve annualized new business sales goals.
• Conduct outbound prospecting to generate first appointments.
• Prepare and deliver professional presentations and proposals.

Skills

Consultative sales

Customer service

Organizational skills

Goal-oriented

Education

High School diploma or equivalent

College degree preferred

Tools

Property & Casualty insurance license

Job 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 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).

Qualifications

• 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.

Compensation and Benefits

Salary Range: $75,000 - $85,000.

USI offers a comprehensive benefits package including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, and other employer-sponsored and voluntary programs. Paid family leave and paid holiday time are also provided.