VP, Retirement Plan Services

Apply for the VP, Retirement Plan Services role at USI Insurance Services
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Consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.

• Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
• Administer multiple facets of the sales process. Includes 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. Includes pricing and product service capabilities and collaborating 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. Includes 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.

• 5 years+ experience in a retirement sales capacity.
• Bachelor’s degree required.
• Series 6, 63 & 65 or Series 7 & 66 required or willing to obtain.
• State Insurance License required or willing to obtain.
• Comprehensive knowledge of 401(k) DC plans.
• Excellent verbal, written, and interpersonal communication skills.
• Working knowledge of Microsoft Office suite.
• Strong organizational skills and attention to detail.

USICG is an industry‑leading, full‑service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG's integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.

USICG is an affiliate 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 ("USI"). To learn more, visit or follow us on Linked In
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USI ONE Advantage® is a game‑changing value proposition that delivers clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local…