VP, Retirement Plan Services - Client Growth & Retention

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

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).