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CG Regional Sales Director - San Francisco

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General Description:

The Regional Retirement Sales Director provides sales activation leadership and direction to the region's new and established Producers. A strong executive presence and ability to present effectively to both newly-hired sales producers, prospects and most senior levels of the organization is critical. As a key member of the regional team, this role will be based in each region with reporting structure to USICG.


  • Responsible for all regional sales leadership resulting in higher visibility and quality market positioning to support new business, client retention and revenue growth.
  • Work with the CEO and Practice Leaders to ensure effective execution of the Core USICG processes and engagement strategies in each office.
  • Work with USICG CEO and Vertical Leaders and national Practice Leaders to ensure communication and clear messaging of all product and solution launches.
  • Participate in screening/hiring/on boarding new Producers to ensure success.
  • Visible and active support of the USI core processes Get, Prep, Close, Keep.
  • Work with CEO and Practice Leaders to ensure quality tracking and measurement of sales activity.
  • Assist with acquisition integration with respect to sales activation, messaging, CRM training (in coordination with the CRM Champion), sales and marketing.
  • Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales force automation system (CRM.) and MailChimp.
  • Establish and execute marketing and communication strategy, marketing campaigns, sponsorship selection, memberships and events.
  • Work with Producers in closing new business by attending prospect meetings.
  • Responsible for meeting regional sales targets including personal Centers of Influence (COI) to drive additional sales.
  • Execute cross sales strategy into Retail Insurance clients for our retirement services.
  • Participation as coach/professor/facilitator/curriculum contributor in the National USI Fast Start programs for both new and established producers as requested by the CEO. This will include local ongoing reinforcement in each regional office which will help both the region and the overall Company achieve its new producer success and improves the growth of established underperforming producers.
  • Willingness to travel up to 50% of the time.

Knowledge, Skills and Abilities:

  • 10 + years in Retirement Services sales management responsible for managing a regional team of 10 outside sales Producers focused on capturing new business
  • Minimum of 10 years of experience in the Retirement Services industry working within Defined Benefits, Defined Contribution Recordkeeping and Investment Advisory
  • 5 years of sales experience focused on prospecting and capturing new business with a proven track record of success in meeting and exceeding goals
  • Experience selling directly to plan sponsors (vs wholesaling) is strongly preferred
  • Extensive experience hiring, interviewing and building successful sales teams
  • Experience in Employee Communication, Health and Welfare Administration, Regulatory and Compliance and Service Provider Search
  • A consultative, positive and resourceful approach to dealing with prospects, clients and associates
  • Highly developed organization and time management skills
  • Ability to deal with senior level management and have a top level executive presence
  • Superior written and verbal communication and presentation skills
  • Bachelor's Degree Required
  • Requires Series 6, 63 and 65 licenses or willingness to obtain


Job ID: 1660
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