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Retirement Plan Services Vice President
2 months ago
We are seeking a highly skilled Retirement Plan Services Vice President to join our team at USI Holdings Corporation. As a key member of our organization, you will be responsible for consulting with our clients to convert their current Defined Contribution (DC) plans to a USI preferred service platform.
Key Responsibilities- Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
- Lead new business expansion and identify profitable cross-sell opportunities.
- 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.
- 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.
- 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.
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.
Base Salary Range: $85,000 - $100,000
