Skip to content

VP, Retirement Plan Services


MO - Des Peres, MO - St. Louis

Apply now Share Share EPS Producer (St. Louis, MO) with Facebook Share EPS Producer (St. Louis, MO) with LinkedIn Share EPS Producer (St. Louis, MO) with Twitter Share EPS Producer (St. Louis, MO) with a friend via e-mail
General Description: Consult with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments. 

Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns. 
Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks. 
Acquire provider proposals by gathering plan data and other required information.
Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
Conduct annual plan health reviews and coordinate employee education meetings.
Work with product providers to implement any necessary plan or service modifications.
Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
Measure service quality and ensure that client deliverables are met on an ongoing basis.
Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes. 

Knowledge, Skills and Abilities:
5 years + experience in a retirement sales capacity.
Bachelor’s degree or equivalent combination of education and experience.
SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
State Insurance License required or willing to obtain.
Comprehensive knowledge of 401(k) DC plans.
Excellent verbal, written, and interpersonal communication skills.
Working knowledge of Microsoft Office suite of products. 
Strong organizational skills and attention to detail. 

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 family leave benefit as well as paid holiday time.

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email