VP, Retirement Plan Services

Company: USI Insurance Services
Location: Phoenix
Posted on: September 17, 2023

Job Description:

SummaryAs 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
  • Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
  • Bachelor's Degree preferred
  • Excellent verbal, written, and interpersonal communication skills
  • Working knowledge of Microsoft Office suite of products
  • Strong organizational skills and attention to detail#LI-EC3GLDR

Keywords: USI Insurance Services, Phoenix , VP, Retirement Plan Services, Executive , Phoenix, Arizona