Retirement Plan Services Vice President
4 weeks ago
As a seasoned professional in the field of retirement plan services, you will be responsible for consulting with clients to convert current Defined Contribution (DC) plans to a preferred service platform. Your primary focus will be on relationship management, ensuring client satisfaction and retention. You will work closely with clients to design and implement effective retirement plans, providing expert guidance on plan design, provider capabilities, fees, compliance, and product developments.
Key Responsibilities:
- Lead new business expansion by identifying profitable cross-sell opportunities, developing relationships with USI producers, and executing marketing campaigns.
- Administer multiple facets of the sales process, including phone calls, meeting coordination, presentation creation, and follow-up tasks.
- Acquire provider proposals by gathering plan data and other required information.
- Perform analytical reviews 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, 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:
- Comprehensive knowledge of 401(k) DC plans.
- 2+ years' experience in a sales-related capacity.
- SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain.
- Bachelor's Degree or equivalent combination of education and experience.
- Excellent verbal, written, and interpersonal communication skills.
- Working knowledge of Microsoft Office suite of products.
- Strong organizational skills and attention to detail.
About USI Holdings Corporation:
USI Holdings Corporation is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. We are a team of 600 associates and growing, committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
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