Vice President of Retirement Solutions

2 weeks ago

Elmwood Park, New Jersey, United States USI Holdings Corporation Full time

Overview:
As a key leader at USI Holdings Corporation, you will engage with our employee benefit and property & casualty clientele to transition existing Defined Contribution (DC) plans to our preferred service platform. Your primary focus will be on managing client relationships to ensure satisfaction and retention.

Key Responsibilities:
  • Drive new business growth by identifying lucrative cross-selling opportunities, nurturing relationships with USI producers, leading client outreach initiatives, collaborating with strategic partners, analyzing publicly available retirement data, and executing targeted marketing strategies.
  • Oversee various aspects of the sales process, including making calls, organizing meetings, developing presentations and support materials, and following up on tasks.
  • Gather plan data and other necessary information to obtain provider proposals.
  • Conduct thorough analytical reviews of current plan documents and proposals, focusing on pricing, product service capabilities, and collaborating with department leaders for final presentations.
  • Collaborate with product providers and internal service teams to ensure seamless implementation of retirement plan services.
  • Perform annual evaluations of plan health and coordinate educational meetings for employees.
  • Work alongside product providers to implement essential modifications to plans or services.
  • Manage and retain a designated portfolio of clients, addressing inquiries related to plan specifics and vendor services.
  • Continuously assess service quality to ensure that client deliverables are consistently met.
  • Stay informed about developments in retirement plan legislation, recordkeeper pricing/products, and technological advancements.

Qualifications:
  • A minimum of 5 years of experience in a retirement sales role.
  • Bachelor's Degree or a combination of relevant education and experience.
  • Required licenses include SIE, Series 6, 63 & 65 or Series 7 & 66, along with a State life license or a commitment to obtain one.
  • In-depth knowledge of 401(k) Defined Contribution plans.
  • Exceptional verbal, written, and interpersonal communication abilities.
  • Proficient in Microsoft Office suite.
  • Strong organizational skills with a keen attention to detail.
USI Holdings Corporation is dedicated to offering a comprehensive suite of competitive benefits tailored to our diverse workforce.

We provide an extensive array of health, welfare, and financial benefits, including medical, wellness, dental, vision, 401(k), flexible spending accounts, health savings accounts, short and long-term disability, life insurance, and various unique employer-sponsored and voluntary programs.

Additionally, we offer a generous paid family leave policy and paid holiday time.

Job ID:
27304

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