VP, Retirement Plan Services

Requirements

Outside retirement sales consulting position. Includes Investment Advisory, ESOP, Defined Benefit, non-qualified deferred compensation plans, and Defined Contribution solutions.

• Responsible for all aspects of the sales process from prospecting to closing business.
• Build relationships and drive profitability, satisfaction, and organic growth.
• Lead new business expansion.
• Consult with USI’s Property & Casualty and Employee Benefit clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.

Responsibilities

Drive consistent and predictable profitability and organic growth to support overall revenue goals.

• Lead new business growth.
• Identify new clients and profitable cross-sell opportunities.
• Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
• Develop relationships on a local and regional level to ensure wide distribution of products and services.
• Achieve annual production requirement.
• Participate in meetings on preparing for first appointments, advancing, and closing business.
• Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
• Sought out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings.
• Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Participate in USI sales training programs.

Qualifications

• 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
• Bachelor’s degree preferred, or an equivalent combination of education and experience.
• Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.
• Knowledge of retirement programs highly preferred.
• Able to travel up to 25% of the time based on territory.
• Strong technical retirement knowledge on plan design, service, and investments.
• Personable, highly motivated and goal oriented.
• Driven to achieve individual sales goals.
• Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
• Exceptional organizational skills as well as communication and presentation skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with strong customer focus.
• Able to deal with senior level management and have a top-level executive presence.

Benefits

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental and vision, 401(k), 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 as well as paid holiday time.

Pay

N/A

Schedule

N/A