Sales Jobs at USI Insurance Services with Visa Sponsorship
USI Insurance Services hires for Sales roles across its national brokerage and benefits consulting operations, spanning client-facing positions in commercial lines, employee benefits, and risk management. The company has a track record of sponsoring international candidates for select visa categories, making it a viable target if you're navigating work authorization in the insurance industry.
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Description and Requirements
The VP, Defined Benefit Sales Producer is responsible for promoting all aspects of USI Consulting Group’s (USICG) defined benefit solutions and driving new business sales. Services include actuarial consulting, investment advisory, benefit administration co-sourcing and full outsourcing, and annuity placement services. The Producer will cover a large geographic region and work with CG sales peers focused on Defined Contribution sales.
Responsibilities
- Accountable for new business development. Includes lead generation campaigns, cold calling, and distribution of letters.
- Achieve annual new business sales target.
- Drive consistent and predictable profitability and organic growth to meet overall revenue goals.
- Build new relationships with plan sponsors, centers of influence, and strategic partners.
- Develop relationships with sales representatives on a local and regional level. Ensure wide distribution of products and services.
- Use USI resources to research prospects and develop customized messaging. Complete sales due diligence process.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Manage full-cycle of sales process. Coordinate meetings and develop client materials. Complete follow-up tasks, phone calls, proposals, presentations, and close business.
- Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
- Engage in meetings on preparing for first appointments, advancing and closing of business.
- Oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants.
- Coordinate with appropriate team members to complete RFPs.
- Actively participate in USI sales training sessions.
Knowledge, Skills And Abilities
- 5+ years' experience in a sales related capacity.
- Bachelor’s Degree or equivalent combination of education and experience.
- Strong conceptual knowledge of defined benefit plans is key.
- Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.
- Able to travel approximately 25% of the time based on territory.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Strong financial aptitude.
- Strong center of influence connections. Comfortable presenting to C-Suite executives and multiple decision makers.
- Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Detail oriented and strong organizational skills.
- Excellent oral, written and interpersonal communication skills.
Why USI?
USICG is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
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 potential for compensation incentives, 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 family leave benefit as well as paid holiday time.
Summary
Description and Requirements
The VP, Defined Benefit Sales Producer is responsible for promoting all aspects of USI Consulting Group’s (USICG) defined benefit solutions and driving new business sales. Services include actuarial consulting, investment advisory, benefit administration co-sourcing and full outsourcing, and annuity placement services. The Producer will cover a large geographic region and work with CG sales peers focused on Defined Contribution sales.
Responsibilities
- Accountable for new business development. Includes lead generation campaigns, cold calling, and distribution of letters.
- Achieve annual new business sales target.
- Drive consistent and predictable profitability and organic growth to meet overall revenue goals.
- Build new relationships with plan sponsors, centers of influence, and strategic partners.
- Develop relationships with sales representatives on a local and regional level. Ensure wide distribution of products and services.
- Use USI resources to research prospects and develop customized messaging. Complete sales due diligence process.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Manage full-cycle of sales process. Coordinate meetings and develop client materials. Complete follow-up tasks, phone calls, proposals, presentations, and close business.
- Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
- Engage in meetings on preparing for first appointments, advancing and closing of business.
- Oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants.
- Coordinate with appropriate team members to complete RFPs.
- Actively participate in USI sales training sessions.
Knowledge, Skills And Abilities
- 5+ years' experience in a sales related capacity.
- Bachelor’s Degree or equivalent combination of education and experience.
- Strong conceptual knowledge of defined benefit plans is key.
- Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.
- Able to travel approximately 25% of the time based on territory.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Strong financial aptitude.
- Strong center of influence connections. Comfortable presenting to C-Suite executives and multiple decision makers.
- Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Detail oriented and strong organizational skills.
- Excellent oral, written and interpersonal communication skills.
Why USI?
USICG is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
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 potential for compensation incentives, 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 family leave benefit as well as paid holiday time.
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Get Access To All JobsTips for Finding Sales Jobs at USI Insurance Services Jobs
Frame your credentials around insurance licensing requirements
Most Sales roles at USI require state insurance producer licenses. Before applying, research which lines of authority your target role needs and document any foreign insurance credentials you hold, so hiring managers see you as license-ready, not a compliance risk.
Target USI's employee benefits and commercial lines divisions
USI's sponsorship activity for Sales roles is concentrated where specialty technical knowledge matters most. Positions in group benefits consulting or commercial risk advisory are stronger fits for visa sponsorship conversations than entry-level generalist sales openings.
Use OPT strategically to prove sales performance
If you're on F-1 OPT, use your authorization window to build a measurable book of business or quota attainment record at USI. Documented sales outcomes make the internal business justification for a subsequent visa petition significantly stronger.
Search USI's open Sales roles on Migrate Mate
USI posts Sales openings across multiple regions and business lines simultaneously. Use Migrate Mate to filter specifically for USI Insurance Services roles that align with your visa type, so you're applying to positions where sponsorship is already part of the hiring conversation.
Clarify visa type compatibility during offer negotiation
USI sponsors multiple nonimmigrant categories, and the right fit depends on your nationality and role structure. Confirm with the recruiter whether your position qualifies as a specialty occupation under E-3 or TN definitions before USCIS or DOL paperwork is initiated.
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Find Sales at USI Insurance Services JobsFrequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Sales roles?
USI Insurance Services' sponsorship activity for Sales roles is concentrated in other visa categories, including E-3, TN, F-1 OPT, and J-1. H-1B sponsorship for Sales positions is not a consistent pattern based on their filings. If you require H-1B sponsorship specifically, clarify this directly with USI's recruiting team early in the process, since Sales roles in insurance brokerage can be borderline for specialty occupation classification.
How do I apply for Sales jobs at USI Insurance Services?
USI posts open Sales positions through its careers portal, and roles span commercial lines, employee benefits, and risk advisory across regional offices. You can browse and filter USI Insurance Services Sales openings by visa type on Migrate Mate, which helps you identify which specific postings align with your work authorization. When you apply, address your visa status directly in your cover materials rather than waiting for the recruiter to raise it.
Which visa types does USI Insurance Services commonly use for Sales roles?
Based on their sponsorship history, USI Insurance Services supports E-3 visas for Australian nationals, TN status for Canadian and Mexican nationals, and F-1 OPT and CPT for students completing degrees in business or finance-related fields. J-1 sponsorship has also appeared for Sales functions. The strongest fit depends on your nationality, degree field, and the specific role's responsibilities.
What qualifications does USI Insurance Services expect for sponsored Sales roles?
USI typically hires Sales professionals with backgrounds in insurance, financial services, or consultative B2B sales. A bachelor's degree in business, finance, or a related field supports the specialty occupation argument needed for most nonimmigrant visa categories. Holding or being eligible to obtain a state insurance producer license is a practical requirement in most markets, and prior experience with benefits administration or commercial risk clients strengthens your candidacy considerably.
How long does the visa sponsorship process take for a Sales role at USI?
Timeline depends on your visa category. E-3 and TN sponsorships can move relatively quickly once USI completes the Labor Condition Application through DOL, often within a few weeks of an accepted offer. F-1 OPT authorization you manage directly through your university's DSO without employer filing delays. For any category, build at least four to six weeks of lead time between offer acceptance and your target start date to allow for government processing and potential documentation requests.
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