Sales Manager - LPL

USI Insurance Services; Pennsylvania; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

USI Insurance Services seeks a sales leader to manage and build a high-performing sales team for an assigned program. Responsibilities include coaching producers, driving prospecting efforts, and ensuring adherence to underwriting guidelines. The role requires 2+ years in sales/insurance and LICENSURE readiness.

Travel up to 50% of the time, with a strong emphasis on developing revenue through strategic marketing and CRM enhancements. A college degree is preferred.

Qualifications

• 2+ years of sales and insurance industry experience.
• Experience managing a team of inside and outside B2B sales associates; KPI monitoring preferred.
• Must hold or obtain Property & Casualty and/or related licensure.

Responsibilities

• Supervise Programs producers in daily sales activity.
• Coach and mentor producers on the sales process and product knowledge.
• Recruit staff including interviewing and hiring.
• Plan, assign and direct work; communicate vision.
• Manage department budget to stay within guidelines.
• Ensure underwriting guidelines are followed.

Skills

Sales leadership

Team supervision

B2B sales

Prospecting

CRM management

Education

College degree preferred

High school diploma or equivalent required

Tools

Microsoft Office

CRM systems

Job description

General Description:

Responsible for managing and building a sales team for assigned Program. Develop sales and distribution plans to achieve or exceed department goals.

Responsibilities:

• Supervise Programs producers in their daily sales activity including:
• Coach and mentor producers on all aspects of the sales process. Includes product knowledge, value propositions, prospecting, cross-selling, closing techniques and sales messaging. Ensure personal and team attainment of annual production goals.
• Supervise staff according to company policies and applicable laws.
• Recruit staff including interviewing and hiring.
• Plan, assign, and direct work; communicating vision.
• Performance management.
• Develop and maintain department budget to ensure costs are within budget guidelines.
• Ensure underwriting guidelines are being adhered to.
• Attend and participate in meetings and workshops as necessary.
• Assist in implementing marketing and business plans to support sales strategies.
• Work with marketing team to develop and implement new lead generation strategies.
• Work with database team to further develop CRM and lead management systems.
• Work with Underwriting and Operations team on process and sales issues.

Knowledge, Skills and Abilities:

• 2+ years of sales and insurance industry experience. Outside sales and inside call-center environment required.
• College degree preferred. High school diploma or equivalent required.
• Experience managing a team of inside and outside B to B sales associates. Call monitoring/KPI measuring preferred.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Ability to develop strong knowledge of company’s product line and related insurance concepts.
• Ability to develop and maintain strong business relationships.
• Excellent management, planning, leadership, and organizational skills.
• Proficient in Microsoft Office suite, including Word and Excel.
• Ability to manage all prospecting activity in sales tracking system.
• Ability to travel 50% of the time.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial 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 and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .