VP, Retirement Plan Services

Summary Description

As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Your role involves leading new business expansion, managing relationships, and ensuring client satisfaction and retention.

Responsibilities

• Consult with clients on plan design, provider capabilities, fees, compliance, and product developments.
• Lead new business expansion by identifying profitable cross-sell opportunities, developing USI producer relationships, 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 reviews 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. Manage and retain assigned book of business, 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

• Comprehensive knowledge of 401(k) DC plans
• 2+ years’ experience in a sales-related capacity
• Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
• Bachelor’s Degree preferred
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational skills and attention to detail