Summary
As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
Responsible for overall relationship management with a focus on client satisfaction and retention.
Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
Responsibilities: Lead new business expansion.
Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
Administer multiple facets of the sales process.
Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks.
Acquire provider proposals by gathering plan data and other required information.
Perform analytical review of current plan documents and proposals.
Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
Conduct annual plan health reviews and coordinate employee education meetings.
Work with product providers to implement any necessary plan or service modifications.
Manage and retain assigned book of business.
Includes responding to client inquiries regarding plan questions and vendor services.
Measure service quality and ensure that client deliverables are met on an ongoing basis.
Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.
Knowledge, Skills and Abilities:Comprehensive knowledge of 401(k) DC plans 2+ years' experience in a sales related capacity SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain Bachelor's Degree or equivalent combination of education and experience Excellent verbal, written, and interpersonal communication skills Working knowledge of Microsoft Office suite of products Strong organizational skills and attention to detail
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USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services.
We are an affiliate company 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 LLC.
We are a team of 600 associates and growing.
We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide.
Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
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 family leave benefit as well as paid holiday time.
Job ID:
23456