CG DCC Associate Producer
USI Consulting Group is one of the largest employee benefit consulting firms in the U.S. We are the retirement administration and investment division of USI Inc. USI Consulting Group offers a challenging work environment with opportunities for advancement. We are currently initiating a search for an Associate Producer.
The primary focus of the Associate Producer of Retirement Plan Services is to generate new business by seeking out relationships with various plan sponsors, centers of influence and strategic partners. New business activity to include Investment Advisory, Defined Benefit and Defined Contribution solutions.
- Support new business development, in connection with an annual production requirement, includes lead generation campaigns, cold calling, letters, etc.
- Support the Practice Leader in seeking out new relationships with various plan sponsors, centers of influence, and strategic partners, producers and sales representatives around the country.
- Manages multiple facets of the sales process, including coordination of meetings, support materials, follow-up tasks, phone calls, proposals, presentations, etc.
- Developing and overseeing the preparation of proposals for USICG prospects. Gathering necessary information required for the proposal to a prospect. Includes working with department heads and consultants in determining what is needed.
- Other duties or tasks as may be necessary as identified by the Practice Leader.
Knowledge, Skills and Abilities:
- Bachelor's Degree
- Minimum 2+ years' experience in a sales/finance related capacity
- Requires Series 6, 63 and 65 licenses or willingness to obtain
- Requires a strong financial aptitude
- Computer literate - Knowledge of Excel, Word, and PowerPoint
- Detailed and organized
- Good communication and interpersonal skills
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