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9 дней назад

Personal Solutions Specialist (Insurance)

Формат работы
remote (только USA)/hybrid/onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Personal Solutions Specialist (Insurance): Driving new business sales and retention for personal risk insurance clients through consultative prospecting, tailored solutions, and relationship management with an accent on personal insurance, client needs analysis, and new business generation. Focus on developing qualified opportunities, delivering customized insurance proposals, collaborating with subject matter experts, and supporting clients through ongoing service relationships.

Location: Dallas, Texas, United States; remote, hybrid, or onsite work may be available, with required attendance at in-person client and team meetings and travel to appointments and off-site locations.

Company

hirify.global is a large insurance brokerage and consulting firm providing risk management and insurance solutions through a nationwide network of offices.

What you will do

  • Generate new personal insurance business and meet annualized sales goals.
  • Conduct high-volume outbound prospecting and secure at least eight self-generated first appointments per week.
  • Meet prospects, assess lifestyle and insurance needs, and recommend tailored solutions.
  • Prepare and deliver presentations and proposals covering customized insurance solutions, industry trends, and USI's value proposition.
  • Build client relationships, support retention, and provide a consultative customer experience.
  • Collaborate with internal and third-party subject matter experts, manage prospecting activity in USI's Engagement Platform, and support cross-selling opportunities.

Requirements

  • At least 2 years of experience in a consultative sales role.
  • Active Property & Casualty insurance license required.
  • High School diploma or equivalent required; a college degree is preferred.
  • Strong organizational, follow-up, customer service, communication, and relationship-building skills.
  • Motivation to achieve individual sales goals and ability to work collaboratively with minimal supervision.
  • Ability to attend in-person meetings and travel by car and/or air to client appointments and off-site locations.

Culture & Benefits

  • Competitive pay, commissions, incentives, and employee benefits.
  • Professional development, training, and recognition programs for sales performance.
  • Wellness support, college scholarships for associates' children, and financial assistance programs.
  • Community engagement, environmental sustainability initiatives, and diversity and inclusion programs.
  • Work may be conducted in remote, hybrid, or onsite environments depending on role needs.

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