Senior Retirement Plan Strategy & Client Success Lead

USI Insurance Services; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

USI Insurance Services is hiring for a retirement sales position based in Houston, Texas. The successful candidate will manage client relationships, focusing on client satisfaction and retention, while consulting on Defined Contribution (DC) plans. Responsibilities include leading new business expansion, administering the sales process, and ensuring service quality. Qualified applicants should have a bachelor’s degree and at least 5 years of retirement sales experience. Licensing and strong communication skills are required.

Qualifications

• 5+ years of experience in a retirement sales capacity.
• Bachelor’s degree required.
• 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.

Responsibilities

• Lead new business expansion and analyze retirement information.
• Administer multiple facets of the sales process including meetings and presentations.
• Acquire provider proposals and review current plan documents.
• Work with product providers for accurate implementation and service modifications.
• Conduct annual plan health reviews and coordinate employee education meetings.
• Manage and retain assigned book of business and respond to client inquiries.

Skills

Retirement sales experience

Verbal and written communication

Organizational skills

Microsoft Office proficiency

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

USI Insurance Services is hiring for a retirement sales position based in Houston, Texas. The successful candidate will manage client relationships, focusing on client satisfaction and retention, while consulting on Defined Contribution (DC) plans. Responsibilities include leading new business expansion, administering the sales process, and ensuring service quality. Qualified applicants should have a bachelor’s degree and at least 5 years of retirement sales experience. Licensing and strong communication skills are required.