VP, Defined Benefit Sales

Description and Requirements

The VP, Defined Benefit Sales Producer is responsible for promoting all aspects of USI Consulting Group’s (USICG) defined benefit solutions and driving new business sales. Services include actuarial consulting, investment advisory, benefit administration co‑sourcing and full outsourcing, and annuity placement services. The Producer will cover a large geographic region and work with CG sales peers focused on Defined Contribution sales.

• Accountable for new business development. Includes lead generation campaigns, cold calling, and distribution of letters.
• Achieve annual new business sales target.
• Drive consistent and predictable profitability and organic growth to meet overall revenue goals.
• Build new relationships with plan sponsors, centers of influence, and strategic partners.
• Develop relationships with sales representatives on a local and regional level. Ensure wide distribution of products and services.
• Use USI resources to research prospects and develop customized messaging. Complete sales due diligence process.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Manage full‑cycle of sales process. Coordinate meetings and develop client materials. Complete follow‑up tasks, phone calls, proposals, presentations, and close business.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
• Engage in meetings on preparing for first appointments, advancing and closing of business.
• Oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants.
• Coordinate with appropriate team members to complete RFPs.
• Actively participate in USI sales training sessions.

• 5+ years' experience in a sales related capacity.
• Bachelor’s Degree or equivalent combination of education and experience.
• Strong conceptual knowledge of defined benefit plans and key issues for plan sponsors.
• Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.
• Able to travel approximately 25% of the time based on territory.
• Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
• Strong financial aptitude.
• Strong center of influence connections. Comfortable presenting to C‑Suite executives and multiple decision makers.
• Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
• Detail oriented and strong organizational skills.
• Excellent oral, written and interpersonal communication skills.

USI Consulting Group (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 almost 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.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game‑changing value proposition that delivers to 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…