VP, Retirement Plan Sales
USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services.
We are an affiliate company of both USI Securities, Inc.
(a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc.
(a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC.
We are a team of 600 associates and growing.
We are very competitive and enjoy a strong reputation in the mid-market space, with $122 million in U.
S.
revenue and an affiliated advisor with $35.
5 billion in assets under advisement.
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide.
Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
General Description:
Outside retirement sales consulting position.
Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions.
Responsible for all aspects of the sales process from prospecting to closing business.
Build relationships and drive profitability, satisfaction, and organic growth.
Responsibilities:
o Primary focus on new business development and driving sales.
Includes lead generation campaigns, cold calling, letters, etc.
o Achieve annual production requirement.
o Drive consistent and predictable profitability and organic growth to support overall revenue goals.
o Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
o Develop relationships on a local and regional level to ensure wide distribution of products and services.
Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
o Use USI resources to research prospects and develop customized messaging for prospects.
o Understand and explain USI's competitive differentiation to clients and prospects.
o Manage multiple facets of the sales process.
Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.
o Use USI's contact management and sales automation tools to support sales processes.
Includes first appointments, follow-up appointments, and conceptual/finalist meetings.
Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
o Actively participate in meetings on preparing for first appointments, advancing, and closing business.
o Develop and oversee preparation of proposals for USICG prospects.
Includes gathering necessary information and working with department heads and consultants.
o Compile and respond to Requests for Proposals (RFPs).
Assist in the completion of RFPs that are deemed good fits for the organization.
o Pursue cross-selling opportunities to enhance prospect and client relationships.
o Participate in USI sales training programs.
Knowledge, Skills and Abilities:
o 5 years
experience in the financial services industry.
Institutional and retirement plan sales experience strongly preferred.
o Bachelor's degree preferred, or an equivalent combination of education and experience.
o Must hold Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance license or willing to obtain.
o Able to travel up to 25% of the time based on territory.
o Strong financial aptitude.
o Personable, highly motivated and goal oriented.
Driven to achieve individual sales goals.
o Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
o Detail oriented and strong organizational skills.
o Strong communication and presentation skills.
o A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
o Excellent listening skills with strong customer focus.
o Ability to deal with senior level management and have a top-level executive presence.
#LI-YG1USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid family leave benefit as well as paid holiday time.
Job ID:
25592 Recommended Skills Active Listening Attention To Detail Business Development Cold Calling Communication Coordinating Estimated Salary: $20 to $28 per hour based on qualifications.
We are an affiliate company of both USI Securities, Inc.
(a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc.
(a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC.
We are a team of 600 associates and growing.
We are very competitive and enjoy a strong reputation in the mid-market space, with $122 million in U.
S.
revenue and an affiliated advisor with $35.
5 billion in assets under advisement.
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide.
Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
General Description:
Outside retirement sales consulting position.
Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions.
Responsible for all aspects of the sales process from prospecting to closing business.
Build relationships and drive profitability, satisfaction, and organic growth.
Responsibilities:
o Primary focus on new business development and driving sales.
Includes lead generation campaigns, cold calling, letters, etc.
o Achieve annual production requirement.
o Drive consistent and predictable profitability and organic growth to support overall revenue goals.
o Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.
o Develop relationships on a local and regional level to ensure wide distribution of products and services.
Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.
o Use USI resources to research prospects and develop customized messaging for prospects.
o Understand and explain USI's competitive differentiation to clients and prospects.
o Manage multiple facets of the sales process.
Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.
o Use USI's contact management and sales automation tools to support sales processes.
Includes first appointments, follow-up appointments, and conceptual/finalist meetings.
Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
o Actively participate in meetings on preparing for first appointments, advancing, and closing business.
o Develop and oversee preparation of proposals for USICG prospects.
Includes gathering necessary information and working with department heads and consultants.
o Compile and respond to Requests for Proposals (RFPs).
Assist in the completion of RFPs that are deemed good fits for the organization.
o Pursue cross-selling opportunities to enhance prospect and client relationships.
o Participate in USI sales training programs.
Knowledge, Skills and Abilities:
o 5 years
experience in the financial services industry.
Institutional and retirement plan sales experience strongly preferred.
o Bachelor's degree preferred, or an equivalent combination of education and experience.
o Must hold Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance license or willing to obtain.
o Able to travel up to 25% of the time based on territory.
o Strong financial aptitude.
o Personable, highly motivated and goal oriented.
Driven to achieve individual sales goals.
o Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.
o Detail oriented and strong organizational skills.
o Strong communication and presentation skills.
o A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
o Excellent listening skills with strong customer focus.
o Ability to deal with senior level management and have a top-level executive presence.
#LI-YG1USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid family leave benefit as well as paid holiday time.
Job ID:
25592 Recommended Skills Active Listening Attention To Detail Business Development Cold Calling Communication Coordinating Estimated Salary: $20 to $28 per hour based on qualifications.
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