Personal Solutions Specialist

The Personal Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs. The Personal Solutions Specialist is an outside sales role focused on driving new business sales and retention. This role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences. Responsibilities: - Achieve annualized new business sales goals based on our target market. - Conduct outbound prospecting to generate a high volume of first appointments. - Meet with prospects to understand their lifestyle and insurance needs, offering tailored solutions. - Prepare and deliver professional presentations and proposals highlighting USIs value proposition, industry trends, and customized insurance solutions. - Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing the ongoing support of the cli...Solutions, Specialist, Solution, Personal, Sales, Insurance, Technology

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