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Retirement Plan Services Manager

2 months ago

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

As a seasoned retirement sales professional, 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. Your primary focus will be on client satisfaction and retention, ensuring that our clients receive exceptional service and support throughout the process.

Key Responsibilities:

  • Lead new business expansion by identifying profitable cross-sell opportunities, developing USI producer relationships, and executing marketing campaigns.
  • Administer multiple facets of the sales process, including phone calls, coordinating meetings, creating presentations, 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.
  • 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 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.
  • 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.

About USI:

USI Holdings Corporation is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer 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. We also offer a generous paid family leave benefit and paid holiday time.