Employee Benefits Consultant

2 weeks ago

Brookfield, WI, United States USI Holdings Corporation Full time
Description and Requirements

General Description: Outside Employee Benefits sales position. 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 and Abilities:
  • 3 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.
  • 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.
#LI-JB3

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and RecognitionIn addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.


Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
  • Certified as a Great Place To Work two years in a row (2024-2025).

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 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 family leave benefit as well as paid holiday time.

#LI-TVE

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