Vice President, Retirement Plan Services

About the Role

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.

Responsibilities

• Lead new business expansion by identifying profitable cross-sell opportunities, developing USI producer relationships, directing USI client outreach, engaging strategic partners, analyzing publicly available retirement information, and executing marketing campaigns.
• 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, and collaborate 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, including 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.

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.
• Comprehensive knowledge of 401(k) DC plans.

Skills

• Excellent verbal, written, and interpersonal communication skills.
• Working knowledge of Microsoft Office suite of products.
• Strong organizational skills and attention to detail.

About USI

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.

Benefits

• Competitive pay, incentives, and potential for compensation incentives.
• Comprehensive health, welfare, and financial benefits, including medical, wellness, dental, and vision.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• Generous paid family leave benefit.
• Paid holiday time.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.
• Summit Awards program recognizing excellence in building the USI brand.

Company Culture

• Deep community engagement through support of local non-profit organizations, animal shelters, and environmental projects.
• Commitment to environmental sustainability, including partnerships with eco-conscious vendors and reducing the company’s environmental footprint.
• Award-winning diversity, equity, and inclusion program (I’m With U) offering education, training, support programs, and community outreach initiatives.