General Description:  Outside sales position. Serves the unique insurance needs of high net worth personal risk clients. Establishes new client pipeline and cross-sells from other USI lines of business.

Responsibilities:

Achieve annualized new business sales goal of $100k in our target market.Meet new business activity and quality appointment goals. Identify and overcome obstacles on a prospect-specific basis.Understand the needs and concerns of high net worth clients. Offer consultative, customized solutions tailored to their individual needs. insurance buyer.Understand and explain USI’s competitive differentiation to clients and prospects. Create customized work product samples for prospects.Develop sales business plan and use effective prospecting strategies.Take part in national Personal Risk meetings and video conference calls.Engage in meetings on earning and preparing for first appointments.Pursue cross-selling opportunities to enhance prospect and client relationships.Oversee preparation of proposals for Personal Risk Management clients and prospects. Present personalized insurance programs to prospective clients.Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.  Positively represent USI in meetings, seminars, trade shows and networking events.Work collaboratively with account management team and other staff.

Knowledge, Skills and Abilities:

3-5 years in High Net Worth or personal insurance sales or service. Must hold a personal lines insurance license. College degree preferred.Strong knowledge of personal risk insurance coverages. 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 prospect, clients and associates. Excellent listening skills with strong customer focus. Ability to deal with senior level management and have a top-level executive presence #LI-SM2