USI Holdings Corporation

VP, Retirement Plan Services

USI Holdings Corporation • $100K — $125K *
Seattle, WA 98115In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 3+ years in financial services, preferably retirement plan sales.
  • Bachelor's degree preferred or equivalent experience.
  • Must hold or obtain Series 6 (or 7), 63, and 65 (or 66) licenses.
  • Strong retirement program knowledge required.
  • Able to travel up to 25% of the time within territory.
  • Exceptional organizational, communication, and presentation skills.
  • Proficient in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

  • Drive predictable profitability and organic growth to meet revenue goals.
  • Lead new business development and identify cross-selling opportunities.
  • Develop relationships locally and regionally to expand product distribution.
  • Meet annual production targets and sales goals.
  • Manage the entire sales process from first meeting to closing.
  • Research prospects and create customized messages using USI resources.
  • Utilize sales automation tools for effective sales process tracking.

Benefits

  • Comprehensive health, dental, and vision coverage.
  • 401(k) plan with employer contributions.
  • Paid family leave and paid holiday time.
  • Wellness programs and resources for a healthy lifestyle.
  • Employee recognition programs for outstanding achievement.
Full Job Description
Description and Requirements

General 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.


$100K-$125K

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.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Finance & Insurance
Founded
1994
* Ladders Estimates

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