VP, Retirement Plan Services

Requirements

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.
• Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
• Acquire provider proposals by gathering plan data and other required information.
• Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating 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. Includes responding to client inquiries regarding plan questions and vendor services.
• Measure service quality and ensure that client deliverables are met on an ongoing basis.
• Conduct annual plan health reviews and coordinate employee education meetings.
• Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
• Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.

Qualifications

• 5 years + experience in a retirement sales capacity.
• Bachelor’s degree required.
• Series 6, 63 & 65 or Series 7 & 66 required or willing to obtain.
• State Insurance License required or willing to obtain.
• Comprehensive knowledge of 401(k) DC plans.
• Excellent verbal, written, and interpersonal communication skills.
• Working knowledge of Microsoft Office suite of products.
• Strong organizational skills and attention to detail.

Skills

• Knowledge of retirement plan legislation.
• Knowledge of recordkeeper pricing/product.
• Knowledge of technology changes.

Benefits

• Medical
• Wellness
• Dental
• Vision
• 401(k)
• Flexible Spending and Health Savings Accounts
• Short and Long-Term Disability
• Life Insurance
• Unique Employer-Sponsored and Voluntary Programs
• Generous Paid Family Leave Benefit
• Paid Holiday Time

Pay

$80,000 - $100,000