5-7 years of experience with 401(k) defined contribution plans
2+ years in a sales-related role
Series 6, 63 & 65 or Series 7 & 66 required or must obtain
Bachelor's Degree preferred
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite
Strong attention to detail and organizational skills
Responsibilities
Lead expansion of new business and cross-sell opportunities
Administer sales process including calls and meetings
Gather provider proposals and necessary plan data
Review plan documents and proposals analytically
Coordinate with providers and teams for plan implementation
Conduct annual health reviews and employee education
Manage client relationships and respond to inquiries
Ensure quality service and adherence to client deliverables
Stay updated on retirement plan laws and technology
Benefits
Comprehensive health, dental, and vision plans
401(k) with employer contributions
Flexible spending and health savings accounts
Short and long-term disability insurance
Paid family leave benefits
Generous paid holiday time
Unique employer-sponsored and voluntary programs
Full Job Description
Description and Requirements
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
Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
Bachelor's Degree preferred
Excellent verbal, written, and interpersonal communication skills
Working knowledge of Microsoft Office suite of products
Strong organizational skills and attention to detail
#LI-AG2
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.
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
