EB Producer

USI Insurance Services

Rancho Cordova (CA)

On-site

USD 90,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision insurance

401(k) plans

Paid family leave

Paid holidays

Wellness programs

Job summary

A leading insurance brokerage firm is seeking an Outside Employee Benefits Sales professional in Rancho Cordova, CA. The role involves driving business sales, retaining existing clients, and achieving a sales target of $200k. Candidates should have 3+ years of sales experience, preferably in the insurance sector, and a valid Life and Health insurance license. The company offers competitive benefits and a supportive environment for career growth.

Qualifications

3+ years of sales experience in an insurance brokerage with a proven track record of sales success.
Personable, highly motivated, and goal oriented.
Ability to deal with senior level management and have a top-level executive presence.

Responsibilities

Achieve annualized new business sales of $200k in our target market.
Manage client relationships and drive profitability.
Retain at least 92% of business year over year.

Skills

Sales experience

Strong communication skills

Negotiation skills

Organizational skills

Customer focus

Education

College degree preferred

Life and Health insurance license

Job description

An outside employee benefits sales position focused on driving business sales, retaining existing clients, and growing revenue.

Description and Requirements

General Description: 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 a 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.

Why USI?

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 celebrate their growth through award‑winning employee reward and recognition programs.

Unrivaled Resources and Support

USI ONE® delivers a robust set of risk‑management and benefit solutions with a bottom‑line financial impact. It represents Omni, Network, Enterprise— the three key elements that set USI apart from the competition.

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, rewarding superior results. We also offer wellness, college scholarships, and financial assistance programs.

Deep Community Engagement

USI is committed to giving back to local communities and supporting environmental sustainability through partnerships and initiatives that reduce our footprint.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our I’m With U diversity, equity, and inclusion program educates associates, enhancing service to clients and fostering community outreach.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full suite of competitive benefits, including medical, wellness, dental, vision, 401(k), healthcare savings accounts, short- and long-term disability, life insurance, paid family leave, and paid holiday time.

Salary Range $90,000‑$200,000 (depends on experience)

Seniority level