VP, Retirement Plan Services

USI Insurance Services; Chicago (IL); On-site; USD 125,000 - 155,000; Full time

Job summary

USI Insurance Services is seeking a Vice President for Retirement Plan Services in Chicago. This role involves consulting on DC plans, leading business expansions, and ensuring client satisfaction among various service providers. Ideal candidates will have a strong insurance background and exceptional communication skills.

Benefits

Medical, Dental, Vision Benefits

401(k) Plan

Paid Family Leave

Short and Long-term Disability

Voluntary Programs

Qualifications

• 2+ years’ experience in a sales related capacity.
• Knowledge of 401(k) DC plans.
• Licenses required: SIE, Series 6, 63 & 65 or Series 7 & 66.

Responsibilities

• Lead new business expansion and identify cross-sell opportunities.
• Administer sales processes and manage client relationships.
• Conduct annual plan health reviews and coordinate employee education meetings.

Skills

Communication

Organizational Skills

Client Relationship Management

Analytical Skills

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office

Job description

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Executive Talent Acquisition Partner at USI Insurance Services/USI Consulting Group

Summary

Description and Requirements

As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting 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

• Comprehensive knowledge of 401(k) DC plans
• 2+ years’ experience in a sales related capacity
• SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
• Bachelor’s Degree or equivalent combination of education and experience
• Excellent verbal, written, and interpersonal communication skills
• Working knowledge of Microsoft Office suite of products
• Strong organizational skills and attention to detail
  
  

USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are an affiliate company 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 LLC. We are a team of 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.

USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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