USI Insurance Services
Select EB Practice Leader
Skills
8 months ago
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Important information
Contract type:
Permanent
Location:
Phoenix, AZ, USA
Work mode:
Onsite
Published on:
10 August 2026
What they need
Requirements 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.
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