Senior Vice President, Retirement Solutions

4 weeks ago


Appleton, Wisconsin, United States USI Insurance Services Full time

Overview:

The role involves collaborating with USI employee benefits and property & casualty clients to enhance the offering of USICG retirement solutions.

Key Responsibilities:

  • Drive new business growth by identifying lucrative cross-selling opportunities, fostering relationships with USI producers, and managing outreach to USI clients.
  • Oversee various aspects of the sales cycle, including making calls, organizing meetings, preparing presentations, and ensuring follow-up tasks are completed.
  • Gather necessary plan data and other information to acquire provider proposals.
  • Manage and sustain an assigned portfolio of clients, addressing inquiries related to plan details and vendor services.
  • Support clients with both initial and ongoing plan design, ensuring compliance with IRS and DOL regulations.
  • Coordinate with relevant stakeholders to guarantee precise implementation of the conversion/start-up process for new clients.
  • Conduct annual reviews of plan health and facilitate employee education sessions.
  • Collaborate with product providers to execute any required modifications to plans or services.
  • Evaluate service quality and ensure that client deliverables are consistently met.
  • Stay informed about current legislation and potential changes regarding ERISA law.

Qualifications:

  • Minimum of 5 years of experience in retirement sales or service roles.
  • A bachelor’s degree is mandatory.
  • Possession of FINRA Series 6, 63 & 65 or Series 7 & 66 is required, or the willingness to obtain them.
  • A State Insurance License is necessary or the willingness to acquire it.
  • In-depth knowledge of 401(k) defined contribution plans, including compliance and design aspects.
  • Exceptional verbal, written, and interpersonal communication skills.
  • Proficient in Microsoft Office suite.
  • Strong organizational abilities and meticulous attention to detail.


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