Vice President, Retirement Plan Services

USI Insurance Services; Tampa (FL); On-site; USD 95,000 - 130,000; Full time

Job summary

USI Insurance Services is seeking a seasoned retirement sales professional in Tampa to drive new business, manage cross-sell opportunities, and coordinate client outreach with strategic partners. The role requires licensing, financial services knowledge, and strong communication skills.

You will review plan documents, pricing, and capabilities, collaborating with leaders to present proposals. Maintain a book of business and ensure service quality while staying current on retirement plan

Qualifications

• 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.

Responsibilities

• Lead new business expansion and develop cross-sell opportunities.
• Administer multiple facets of the sales process and coordinate meetings.
• Acquire provider proposals by gathering plan data and information.
• Perform analytical review of plan documents, pricing, and capabilities.
• Collaborate with product providers and internal teams to implement plans.
• Conduct annual plan health reviews and coordinate employee education meetings.
• Manage and retain assigned book of business and respond to client inquiries.
• Measure service quality and ensure deliverables are met.

Skills

Retirement sales

Client relationship management

Communication skills

Microsoft Office

Organizational skills

Education

Bachelor’s degree or equivalent

Job description

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.

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Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services(“USI”). To learn more, visitusicg.com or follow us onLinkedIn .

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is theUSI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offersemployee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re workingtogether as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winningI’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).

Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).

Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.

Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.

Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

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 potential for compensation incentives, 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.