VP, Retirement Plan Solutions & Growth

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

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