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Director, Consulting Solutions


AZ - Phoenix, CA - Los Angeles, CT - Glastonbury, GA - Atlanta, MA - Boston, MN - Minneapolis, NY - New York, NY - Uniondale, OH - Toledo, TN - Nashville, TX - Houston

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  1. General Description:  responsible for client service, retention and growth for the Defined Contribution, Consulting Solutions team. Implement strategic plan and operating model for for the Consulting Solutions team. Work with other Practices and USI Retail regions as appropriate.


·         Team Selling:   Subject matter expert and participates in new business presentations.  May coordinate efforts with other CG leaders to cross sell products and services.

·         Financial:  Responsible for the performance and attainment of targeted financial goals. Forecast future results and trends.

·         Strategic Planning: Establish “Best Practices” on services and processes for the team. Develop a long- term growth plan. Including revenue growth, technical capabilities and geographical expansion.

·         Talent Management: Work with recruiters to maintain a recruiting pipeline of talent. Have an organizational understanding of other roles and resources needed for success.

·         Travel: Willingness to travel up to 25% of the time, regionally and nationally.

Knowledge, Skills and Abilities:

·         Ten+ years experience in retirement plan consulting. Prior management experience and working with defined contribution plans required.

·         Must possess deep technical expertise and the ability to perform and consult on retirement plan design, M&A due diligence, retirement plan corrections, and complex nondiscrimination testing,including QSLOB analysis, controlled group testing, cross-testing, average benefits test,  MEP structures, and more.

·         Bachelor’s Degree in Economics, Mathematics, Business, Finance or Accounting preferred.

·         ASPPA CPC or similar industry designations preferred.

·         Advanced computer skills.   Knowledge of Windows environment including Powerpoint, Word & Excel.

·         Exceptional retirement plan consulting and client relations/management skills.

·         Effective leadership and communication skills

·         Ability to direct and monitor the activities of others

·         Ability to handle difficult behavior or conflict and bring to a timely resolution.

·         Ability to creatively and proactively problem-solve.

·         Ability to stay organized and focused in a busy environment.

·         Personable, credible, professional and dependable.

·         Excellent communication, accounting, managerial and interpersonal skills.

Physical Demands:

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include driving, walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Frequently (34%-66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Rarely (< than 1 hour per week) work performed  requires lifting/carrying items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head, kneeling or squatting.

USI 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 time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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