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Director Investment Advisory Services


CT - Glastonbury, NY - New York

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General Description: 

USI Director – Investment Advisory Services is responsible for overall accountability for client service and retention for the USI IAS Practice.  Implements a strategic sales plan and operating model for the entire Practice, collaborating  with other Practices and USI Retail regions as appropriate.


  • Drive consistent and predictable long term profitable new client relationships. Develop internal resources/experts to assist all producers in closing business. Develop new and enhance existing services and products

·         Team Selling:   Subject matter expert and participates in new business presentations.  May coordinate efforts with Retail Leaders to cross sell  USICG products and services.

·         Financial:  Achieve budgeted objectives for new business, client retention, overall revenue growth and Practice profitability.  Responsible for the P&L performance and attainment of targeted financial objectives of the Practice.  Accurately forecast future results and trends.

·         Strategic Planning: Strategize with IAS President to develop and monitor a long- term plan for the Practice that incorporates revenue growth expectations, technical capabilities and geographical expansion. Establish “Best Practices” regarding services and processes for the Practice.

·         Acquisition Leadership: May assist IAS President in sourcing acquisition candidates. Lead acquisition integration for respective areas of responsibility.

·         Talent Management: Actively work with recruiters to maintain a recruiting pipeline of talent and an organizational understanding of other roles and resources that may be required for success.  

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

Knowledge, Skills and Abilities:

·         Ten+ years experience in an operations or leadership role working with defined contribution plans.  Prior management experience required.

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

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

·         Series 6, 63 and 65 required;

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

·         Effective leadership & communication skills

·         Ability to direct and monitor the activities of others

·         Ability to plan and instruct staff members on information appropriate to their job responsibilities

·         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.

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.

Job ID:


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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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