USI Insurance Services
VP, Defined Benefit Sales
Chicago, IL | $243K - $372K
Qualifications
- 5+ years' experience in a sales related capacity
- Bachelor’s Degree or equivalent combination of education and experience
- Strong conceptual knowledge of defined benefit plans and key issues for plan sponsors
- Series 6, 63 and 65 licenses (or Series 7, 63, and 66 licenses) required or willing to obtain
- Personable, highly motivated and goal oriented
- Driven to achieve individual sales goals
- Strong financial aptitude
- Strong center of influence connections
- Comfortable presenting to C-Suite executives and multiple decision makers
- Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint
- Detail oriented and strong organizational skills
- Excellent oral, written and interpersonal communication skills
Responsibilities
- The Producer will cover a large geographic region and work with CG sales peers focused on Defined Contribution sales
- Accountable for new business development
- Includes lead generation campaigns, cold calling, and distribution of letters
- Achieve annual new business sales target
- Drive consistent and predictable profitability and organic growth to meet overall revenue goals
- Build new relationships with plan sponsors, centers of influence, and strategic partners
- Develop relationships with sales representatives on a local and regional level
- Ensure wide distribution of products and services
- Use USI resources to research prospects and develop customized messaging
- Complete sales due diligence process
- Understand and explain USI’s competitive differentiation to clients and prospects
- Manage full-cycle of sales process
- Coordinate meetings and develop client materials
- Complete follow-up tasks, phone calls, proposals, presentations, and close 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
- Engage in meetings on preparing for first appointments, advancing and closing of business
- Oversee preparation of proposals for USICG prospects
- Includes gathering necessary information and working with department heads and consultants
- Coordinate with appropriate team members to complete RFPs
- Actively participate in USI sales training sessions
Benefits
- 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 family leave benefit as well as paid holiday time
- 5,001-10,000 employees
- Insurance, Finance, Financial Services, Professional Services, Consulting, Asset Management, Healthcare Services, Healthcare, Property & Casualty Insurance, Business Services
- Privately Held
- Founded: 1994
- Last round: Seed
- Last round: US$ 800.0K
- Valhalla, NY
- Company Specialties:
Insurance & Financial Services, Employee Benefits, Retirement Consulting, Risk Management, Property & Casualty, and Personal Risk
Company information
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 9,000 industry-leading professionals from approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.
