Vice President, Retirement Plan Services

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, andpleting 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 equivalentbination of education and experience.
• SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
• State Insurance License required or willing to obtain.
• Excellent verbal, written, and interpersonalmunication skills.
• Working knowledge of Microsoft Office suite of products.
• Strong organizational skills and attention to detail.

USI ismitted to providing a full-suite ofpetitive 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 : 28408 Job ID 28408

28408 Job ID 28408