Insurance Broker Jobs at USI Insurance Services with Visa Sponsorship
Insurance Broker jobs at USI Insurance Services span a broad network of offices, working with clients on commercial, employee benefits, and risk management solutions. The company has a track record of sponsoring international talent for this function, supporting visa pathways that cover both recent graduates and experienced brokers.
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Get Access To All JobsAbout the Role:
As an IAS Associate Investment Consultant, you will provide investment advisory support to retirement plan clients by compiling financial, economic, and plan-specific data for client investment reports. You will independently evaluate investment performance, portfolio construction, and conduct manager due diligence. Your expertise will help develop strategic recommendations that align with client objectives, fiduciary standards, and regulatory requirements. This role requires professional judgment in monitoring client portfolios, interpreting market conditions, implementing investment policy statements, and advising on investment strategy and risk management.
What You'll Do:
- Analyze, develop, present, and implement investment strategies tailored to client objectives and plan design.
- Evaluate investment performance, portfolio structure, and asset quality; recommend changes when results fall outside due diligence guidelines.
- Review investment options and participant utilization; suggest proactive enhancements, additions, or removals.
- Deliver ongoing investment reviews and support an assigned client base, including developing retention strategies for at-risk clients.
- Assess economic conditions and financial markets; communicate relevant insights and impacts on client investments.
- Collaborate with recordkeepers and internal partners to support day-to-day client service.
- Partner with Senior Investment Consultants on large client relationships; attend client meetings and support the preparation and delivery of client deliverables.
- Provide asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
- Interpret, implement, and monitor investment policy statements for assigned clients.
- Support client relationship management by periodically meeting with clients and identifying opportunities to cross sell additional USI services.
- Participate in internal committees and maintain accurate client records for Defined Benefit and Defined Contribution plans.
- Comply with all USI Advisors and Securities policies, procedures, and regulatory requirements.
What We're Looking For:
- 2+ years of investment performance measurement experience; exposure to mutual and institutional funds preferred.
- Bachelor’s degree in Mathematics, Business, Finance, or Accounting required; advanced degree a plus.
- Series 65 required.
- Advanced proficiency in Excel and PowerPoint; ability to quickly learn new software and systems.
- Working knowledge of retirement plans, pension programs, and funding structures.
- Strong financial and business acumen with a client-focused mindset.
- Clear, effective verbal and written communication skills.
- Strong organizational skills and ability to manage multiple priorities.
- Comfortable presenting to small audiences.
- Ability to work independently while contributing effectively in a team environment.
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.
About the Role:
As an IAS Associate Investment Consultant, you will provide investment advisory support to retirement plan clients by compiling financial, economic, and plan-specific data for client investment reports. You will independently evaluate investment performance, portfolio construction, and conduct manager due diligence. Your expertise will help develop strategic recommendations that align with client objectives, fiduciary standards, and regulatory requirements. This role requires professional judgment in monitoring client portfolios, interpreting market conditions, implementing investment policy statements, and advising on investment strategy and risk management.
What You'll Do:
- Analyze, develop, present, and implement investment strategies tailored to client objectives and plan design.
- Evaluate investment performance, portfolio structure, and asset quality; recommend changes when results fall outside due diligence guidelines.
- Review investment options and participant utilization; suggest proactive enhancements, additions, or removals.
- Deliver ongoing investment reviews and support an assigned client base, including developing retention strategies for at-risk clients.
- Assess economic conditions and financial markets; communicate relevant insights and impacts on client investments.
- Collaborate with recordkeepers and internal partners to support day-to-day client service.
- Partner with Senior Investment Consultants on large client relationships; attend client meetings and support the preparation and delivery of client deliverables.
- Provide asset allocation guidance to Defined Benefit clients, including participation in asset/liability studies and quarterly portfolio rebalancing.
- Interpret, implement, and monitor investment policy statements for assigned clients.
- Support client relationship management by periodically meeting with clients and identifying opportunities to cross sell additional USI services.
- Participate in internal committees and maintain accurate client records for Defined Benefit and Defined Contribution plans.
- Comply with all USI Advisors and Securities policies, procedures, and regulatory requirements.
What We're Looking For:
- 2+ years of investment performance measurement experience; exposure to mutual and institutional funds preferred.
- Bachelor’s degree in Mathematics, Business, Finance, or Accounting required; advanced degree a plus.
- Series 65 required.
- Advanced proficiency in Excel and PowerPoint; ability to quickly learn new software and systems.
- Working knowledge of retirement plans, pension programs, and funding structures.
- Strong financial and business acumen with a client-focused mindset.
- Clear, effective verbal and written communication skills.
- Strong organizational skills and ability to manage multiple priorities.
- Comfortable presenting to small audiences.
- Ability to work independently while contributing effectively in a team environment.
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.
See all Insurance Broker Jobs at USI Insurance Services
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Insurance Broker Jobs at USI Insurance Services.
Get Access To All JobsTips for Finding Insurance Broker Jobs at USI Insurance Services
Obtain your state insurance producer license early
Most Insurance Broker roles at USI require a state-issued producer license before your start date. Begin the pre-licensing coursework and exam process well ahead of applications, since licensing timelines vary by state and can add weeks to your onboarding.
Target USI offices in high-demand practice areas
USI's open Insurance Broker roles cluster around employee benefits, commercial lines, and risk management specialties. Focusing your application on offices hiring within your licensed specialty improves your chances of landing a role that justifies the sponsorship investment.
Clarify your visa category before the offer stage
USI has sponsored E-3, TN, F-1 OPT, F-1 CPT, and J-1 visa holders for broker roles. Know which category fits your citizenship and status before negotiations, so HR can route your paperwork to the right process without delays.
Time your OPT start date around licensing exams
If you're on F-1 OPT, your 60-day unemployment limit applies even during licensing prep. Schedule your producer license exam before or immediately after OPT begins so you can show active progress toward your start date if USCIS scrutinizes your employment authorization.
Use Migrate Mate to filter open Insurance Broker roles at USI
Insurance Broker openings at USI are spread across dozens of locations, making it hard to track which roles are actively visa-eligible. Migrate Mate filters USI's live postings by visa type so you only apply to positions aligned with your sponsorship needs.
Prepare a DOL-ready employment verification package
For TN and E-3 sponsored roles, USI's HR team will need documentation supporting a Labor Condition Application filed with the DOL. Gather your degree credentials, transcripts, and a detailed job description early so the LCA filing doesn't stall your offer timeline.
Frequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Insurance Brokers?
USI Insurance Services does not appear in recent sponsorship records as an H-1B visa sponsor for Insurance Broker roles. The company's documented sponsorship activity for this function covers E-3 visa, TN visa, F-1 OPT, F-1 CPT, and J-1 visa categories. If H-1B visa sponsorship is a requirement for your situation, confirm directly with USI's HR team during the offer stage, as sponsorship decisions can vary by location and business unit.
Which visa types are commonly used for Insurance Broker roles at USI Insurance Services?
USI has sponsored Insurance Brokers under the E-3 visa for Australian citizens, the TN visa for Canadian and Mexican nationals, and F-1 OPT, F-1 CPT, and J-1 categories for students and exchange visitors. The right category depends on your citizenship, current status, and how far out your start date is from graduation or program end.
What qualifications and experience does USI Insurance Services expect for Insurance Broker roles?
USI typically requires a bachelor's degree in business, finance, risk management, or a related field for broker positions, plus a valid state insurance producer license. Roles in commercial lines or employee benefits often expect prior client-facing experience or internship exposure to risk advisory work. Some positions also require or prefer specific carrier relationships or industry vertical knowledge.
How do I apply for Insurance Broker jobs at USI Insurance Services?
You can browse and apply to Insurance Broker openings at USI directly through Migrate Mate, which filters USI's live postings by visa sponsorship type so you can identify roles that match your work authorization needs. When applying, tailor your materials to the specific practice area the role covers, and confirm your visa category with the recruiter before moving to the offer stage to avoid delays.
How do I plan my timeline for a visa-sponsored Insurance Broker role at USI?
For E-3 and TN roles, your employer files a Labor Condition Application with the DOL before your visa appointment, which typically adds two to four weeks to your pre-start timeline. For F-1 OPT, your Employment Authorization Document must be approved before you begin work. Build in buffer time for state producer license exams alongside visa processing, since both need to be complete before your first day.