VP, Retirement Plan Services

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

Benefits offered by this job

Medical benefits

401(k) plan

Paid family leave

Job summary

USI Insurance Services based in Dublin, Ohio, is seeking a motivated professional to manage relationships with clients in retirement sales. Responsibilities include leading business expansions, administering sales processes, and conducting annual plan health reviews.

The ideal candidate will have over 5 years of experience in retirement sales, a Bachelor's degree, and possess key communication and organizational skills. This role offers a comprehensive benefits package including health, dental, and401(k).

Qualifications

• 5+ years experience in a retirement sales capacity.
• State Insurance License required or willing to obtain.
• Series 6, 63 & 65 or Series 7 & 66 required or willing to obtain.

Responsibilities

• Lead new business expansion and identify cross-sell opportunities.
• Administer multiple facets of the sales process, including follow-ups.
• Conduct annual plan health reviews and coordinate employee education.

Skills

Retirement sales experience

Excellent communication skills

Organizational skills

Microsoft Office proficiency

Education

Bachelor’s degree

Job description

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 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.
• Excellent verbal, written, and interpersonal communication skills.
• Working knowledge of Microsoft Office suite of products.
• Strong organizational skills and attention to detail.

Benefits

Full-suite of competitive benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and paid family leave and holiday time.