VP, Retirement Plan Services

USI Insurance Services • Des Peres, MO

228d

About The Position

The VP of Retirement Plan Services will consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. This role is responsible for overall relationship management with a focus on client satisfaction and retention, consulting with clients on plan design, provider capabilities, fees, compliance, and product developments.

Requirements

• 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 by identifying profitable cross-sell opportunities and developing USI producer relationships.
• Administer multiple facets of the sales process including 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, including pricing and product service capabilities.
• Collaborate 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.
• Manage and retain assigned book of business, 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.

Benefits

• Competitive pay and incentives.
• Comprehensive health, wellness, dental, and vision benefits.
• 401(k) plan with employer contributions.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance and other unique employer-sponsored programs.
• Generous paid family leave benefit.
• Paid holiday time.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree