Select EB Practice Leader

USI Insurance Services; Needham (MA); On-site; USD 175,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Paid family leave

Job summary

USI Insurance Services in Needham, MA is seeking a Practice Leader for Select Employee Benefits to drive revenue growth and lead the sales producers. You will manage budgets and be part of the Regional Executive Leadership Team, shaping strategy and ensuring targets are met.

Responsibilities include coaching staff, expanding cross-sell opportunities, maintaining robust pipelines, joining new business appointments, and building carrier relationships to maximize client outcomes.

Qualifications

• Employee Benefits brokerage sales experience.
• Bachelor's degree preferred.
• Proven track record for meeting or exceeding performance targets.
• Life & Health license required.
• Ability to coach/mentor with recruiting and hiring.
• Consultative, solutions-based selling approach.
• Executive presence with strong communication skills.
• Collaborative, high-integrity leadership.
• Familiar with cross-sell approaches and proactive sales management.

Responsibilities

• Lead Select Producers to drive revenue growth and meet sales goals.
• Oversee full cycle management and coaching of staff.
• Prospect, appoint, and close new business opportunities; target >$100k annual revenue per producer.
• Collaborate with recruiting to source and onboard new producers/brokers.
• Develop cross-sell initiatives and strong carrier relationships.
• Maintain robust pipelines and lead huddle meetings for new business prep.
• Join producers on appointments and facilitate prospects to the team.

Skills

Employee benefits sales

Bachelor's degree preferred

Proven target achievement

Life & Health license

Coaching & mentorship

Consultative selling

Executive presence

Cross-sell mindset

Education

Bachelor's degree preferred

Job description

Description and Requirements

General Description

Responsible for driving continuous revenue growth for Select Employee Benefits. Manage the Select sales producers and responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.

Responsibilities

• Learn then lead USI's proprietary One Advantage Platform, to include:
• Omni: Proprietary, real time, interactive intranet-based client solutions.
• Network: Vast experienced local resources, networked nationally.
• Enterprise: Combining Omni solutions with the Network for comprehensive results.
• Responsible for full cycle management of Select Producers. Provide leadership and coaching to staff to generate revenue and meet sales goals.
• Drive behaviors to ensure that staff is working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.
• Partner with internal recruiting team to source, screen, hire and onboard new producers/brokers. New Producers should be capable of generating new revenue that exceed $100k per year on an annualized basis.
• Create positive relationships with other practices to drive a robust cross-sell process.
• Ensure Select producers maintain robust pipelines with quality prospects.
• Lead huddle meetings to prepare for new business appointments.
• Join Select producers on new business appointments.
• In conjunction with local CRM Champion, facilitate prospects to Select producers.
• Ensure Select producers maintain robust pipelines with quality prospects.
• Develop positive carrier relationships.

Key Performance Metrics

• Simple Net New (SNN): New business exceeds lost business.
• Direct contribution margins (controllable within the practice).
• Organic revenue growth.
• Execution of USI One Advantage.
• Execution of best practices (Huddles, Sales Activation, Hiring).

Knowledge, Skills And Abilities

• Employee Benefits brokerage sales experience.
• Bachelor's degree preferred.
• Proven track record for meeting or exceeding performance targets.
• Prior sales leadership of Employee Benefits or other business is a plus.
• Must hold Life & Health insurance license.
• Ability to coach/mentor in concert with recruiting and hiring sales producers.
• Possess a consultative, solutions based selling approach.
• Executive presence with polished and well developed written and oral communication skills.
• Must be a collaborative and passionate leader with high integrity.
• Familiar with a cross-sell approach. Proactive sales management and tracking. Selling coverage as opposed to price.

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.

$175,000 - $190,000