Small-Business Employee Benefits Sales Pro

USI Insurance Services; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

USI Insurance Services in Raleigh, NC seeks an Outside Employee Benefits sales professional responsible for driving new business revenue growth for small business clients (10-50 lives).

You will meet annual new business goals, research prospects, tailor messaging, explain USI's differentiators, and build a pipeline with cross‑selling opportunities while representing the firm at meetings, seminars and networking events.

Qualifications

• 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Life and Health insurance license.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• Strong and/or developing understanding of Employee Benefits.
• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with strong customer focus.
• Able to work in a fast-paced, team environment with minimal instruction.
• Ability to deal with senior level management and have a top-level executive presence.

Responsibilities

• Achieve annualized new business sales goals of $80K in our target market of companies with 10-50 employee lives.
• 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. Overcome sales obstacles on a prospect-specific basis.
• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Use USI's contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
• Participate in USI's industry training and sales support programs.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
• Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
• Work collaboratively with the account management team and national/regional resources to maximize results.

Skills

Sales experience

Insurance license

Communication skills

Goal oriented

Negotiation

Presentation skills

Education

College degree preferred

Tools

CRM

Sales automation

Job description

USI Insurance Services in Raleigh, NC seeks an Outside Employee Benefits sales professional responsible for driving new business revenue growth for small business clients (10-50 lives).

You will meet annual new business goals, research prospects, tailor messaging, explain USI's differentiators, and build a pipeline with cross‑selling opportunities while representing the firm at meetings, seminars and networking events.