VP, Retirement Plan Growth & Advisory

USI Insurance Services; Troy (MI); On-site; USD 110,000 - 150,000; Full time

Job summary

USI Consulting Group (USICG) is seeking an Outside retirement sales consultant to lead all aspects of the sales process from prospecting to closing. The role partners with USI’s PC and Employee Benefit clients to convert DC plans to USICG’s preferred service platform.

The ideal candidate has 3+ years in financial services retirement plan sales, holds required licenses, and can travel up to 25% to drive new business growth and client satisfaction across territories nationwide.

Qualifications

• 3+ years of experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
• Bachelor’s degree preferred, or an equivalent combination of education and experience.
• Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses.

Responsibilities

• Drive consistent and predictable profitability and organic growth to support overall revenue goals.
• Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
• Develop relationships on a local and regional level to ensure wide distribution of products and services.
• Achieve annual production requirement.
• Participate in meetings on preparing for first appointments, advancing, and closing business.
• Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business.
• Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.

Skills

Retirement industry experience

Sales experience

Communication skills

Travel willingness

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

USI Consulting Group (USICG) is seeking an Outside retirement sales consultant to lead all aspects of the sales process from prospecting to closing. The role partners with USI’s PC and Employee Benefit clients to convert DC plans to USICG’s preferred service platform.

The ideal candidate has 3+ years in financial services retirement plan sales, holds required licenses, and can travel up to 25% to drive new business growth and client satisfaction across territories nationwide.