Retirement Plan Services Vice President
4 weeks ago
As a Vice President of Retirement Plan Services, 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. This role requires a strong focus on client satisfaction and retention, as well as the ability to consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
Key Responsibilities:
• Lead new business expansion by identifying profitable cross-sell opportunities, developing USI producer relationships, directing USI client outreach, engaging strategic partners, analyzing publicly available retirement information, and executing marketing campaigns.
• Administer multiple facets of the sales process, including 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, including pricing and product service capabilities, and collaborate 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, including 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.
Requirements:
• 5 years + 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.
• 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.
Benefits:
USI offers 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. Additionally, USI offers a generous paid family leave benefit as well as paid holiday time.
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