General Description: 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.

• 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.

• 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.

• Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.

Knowledge, Skills and Abilities:

• 5 years + experience in a retirement sales capacity.

• Bachelor's Degree or equivalent combination of education and experience

• SIE, Series 6,63 & 65 or Series 7 & 66 and State life license required or willingness 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.

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:

27304