Skip to content

Vice President, Retirement Plan Services

Location:

FL - Fort Lauderdale, FL - Miami

Apply now Share Share EPS Select Producer (EPS - Hilinski - Fort Lauderdale/Miami, FL) with Facebook Share EPS Select Producer (EPS - Hilinski - Fort Lauderdale/Miami, FL) with LinkedIn Share EPS Select Producer (EPS - Hilinski - Fort Lauderdale/Miami, FL) with Twitter Share EPS Select Producer (EPS - Hilinski - Fort Lauderdale/Miami, FL) with a friend via e-mail
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting 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. 

Responsibilities:
Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach.  
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.
Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations. 
Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients.
Conduct annual plan health reviews and coordinate employee education meetings.
Work with product providers to implement any necessary plan or service modifications.
Measure service quality and ensure client deliverables are met on an ongoing basis.
Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.

Knowledge, Skills and Abilities:
5 years + experience in a retirement sales or service capacity.
Bachelor’s degree required.
FINRA Series 6,63 & 65 or Series 7 & 66 required or willing to obtain.
State Insurance License required or willing to obtain. 
Comprehensive knowledge of 401(k) DC plans including compliance and plan design.
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 potential for compensation incentives, 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:

28735

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.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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