Retirement Plan Services Vice President

10 hours ago


East Millinocket, Maine, United States USI Holdings Corporation Full time
Job Title: Vice President, Retirement Plan Services

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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