Description and RequirementsGeneral Description: Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth. Responsible for leading new business expansion. Consult with USI's Property & Casualty and Employee Benefit clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
Responsibilities:- Drive consistent and predictable profitability and organic growth to support overall revenue goals.
- Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
- Achieve annual production requirement.
- Participate in meetings on preparing for first appointments, advancing, and closing business.
- Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
- Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
- Use USI resources to research prospects and develop customized messaging for prospects.
- Understand and explain USI's competitive differentiation to clients and prospects.
- Use USI's contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
- Participate in USI sales training programs.
Knowledge, Skills and Abilities:- 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
- Bachelor's degree preferred, or an equivalent combination of education and experience.
- Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.
- Knowledge of retirement programs highly preferred.
- Able to travel up to 25% of the time based on territory.
- Strong technical retirement knowledge on plan design, service, and investments.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Exceptional organizational skills as well as communication and presentation skills.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
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.
