Retirement Plan Services Vice President
10 hours ago
Job Summary:
We are seeking a highly skilled and experienced Vice President to lead our Retirement Plan Services team. The successful candidate 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.
Key Responsibilities:
- Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
- Lead new business expansion, identifying profitable cross-sell opportunities and developing USI producer relationships.
- Administer multiple facets of the sales process, including phone calls, coordinating meetings, creating presentations and support materials, 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.
- 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.
- State Insurance 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 Holdings Corporation:
USI Holdings Corporation is a leading insurance brokerage and consulting firm dedicated to providing innovative solutions to our clients. We are committed to delivering exceptional service and expertise to our clients and employees.
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