USI Insurance Services

Description and Requirements

Summary

As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting 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, and direct USI client outreach.
• Administer multiple facets of the sales process. Includes 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.
• Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
• Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations.
• Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients.
• Conduct annual plan health reviews and coordinate employee education meetings.
• Work with product providers to implement any necessary plan or service modifications.
• Measure service quality and ensure client deliverables are met on an ongoing basis.
• Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.

Knowledge, Skills and Abilities:

• 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
• Working knowledge of Microsoft Office suite of products
• Strong organizational skills and attention to detail

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GLDR

USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. We are a team of 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.

USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid family leave benefit as well as paid holiday time.