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
- 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.
LI-AR2
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.
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Work with product providers and internal service teams to ensure accurate implementation of retirement plan 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 ...
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