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Senior Retirement Plan Strategy & Client Success Lead

Job in Houston, Harris County, Texas, 77246, USA
Listing for: USI Insurance Services
Full Time position
Listed on 2026-11-05
Job specializations:
  • Sales
    Client Relationship Management, Customer Success Management
  • Business
    Client Relationship Management, Customer Success Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
USI Insurance Services is hiring for a retirement sales position based in Houston, Texas. The successful candidate will manage client relationships, focusing on client satisfaction and retention, while consulting on Defined Contribution (DC) plans. Responsibilities include leading new business expansion, administering the sales process, and ensuring service quality. Qualified applicants should have a bachelor’s degree and at least 5 years of retirement sales experience.

Licensing and strong communication skills are required.
Join us at USI Insurance Services as our next Senior Retirement Plan Strategy & Client Success Lead in Houston, TX, United States. Learn more about the Senior Retirement Plan Strategy & Client Success Lead role in the description above. We appreciate your interest in this position. Join USI Insurance Services and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.
Position Requirements
10+ Years work experience
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