General Description: Consult 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:

• 5 years + experience in a retirement sales or service capacity.

• Bachelor's degree required.

• FINRA 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 including compliance and plan design.

• Excellent verbal, written, and interpersonal communication skills.

• Working knowledge of Microsoft Office suite of products.

• Strong organizational skills and attention to detail.

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.

Job ID:

27701