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Retirement Plan Services Vice President

2 months ago

Tampa, Florida, United States USI Insurance Services Full time
Job Summary

We are seeking a highly skilled Vice President, Retirement Plan Services to join our team at USI Insurance Services. The successful candidate will be responsible for consulting with our clients to convert their current Defined Contribution (DC) plans to a USICG preferred service platform.

Key Responsibilities
  • Lead new business expansion and identify profitable cross-sell opportunities
  • Develop USI producer relationships and direct USI client outreach
  • Administer multiple facets of the sales process, including phone calls, coordinating meetings, and creating presentations
  • Acquire provider proposals by gathering plan data and other required information
  • Perform analytical review of current plan documents and proposals
  • 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
  • Manage and retain assigned book of business
Requirements
  • 5+ years of experience in a retirement sales capacity
  • Bachelor's degree or equivalent combination of education and experience
  • SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
  • State Insurance License required or willingness to obtain
  • Comprehensive knowledge of 401(k) DC plans
  • Excellent verbal, written, and interpersonal communication skills
  • Working knowledge of Microsoft Office suite of products
  • Strong organizational skills and attention to detail