USI Insurance

General Description: Outside retirement sales consulting position. Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth.  

• Primary focus on new business development and driving sales. Includes lead generation campaigns, cold calling, letters, etc.

• Achieve annual production requirement. 

• Drive consistent and predictable profitability and organic growth to support overall revenue goals.

• Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.

• Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.

• Use USI resources to research prospects and develop customized messaging for prospects.

• Understand and explain USI’s competitive differentiation to clients and prospects.

• Manage multiple facets of the sales process. Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.

• Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources. 

• Actively participate in meetings on preparing for first appointments, advancing, and closing business.  

• Develop and oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants. 

• Compile and respond to Requests for Proposals (RFPs). Assist in the completion of RFPs that are deemed good fits for the organization.  

• Pursue cross-selling opportunities to enhance prospect and client relationships.

• Participate in USI sales training programs.

• 5 years + experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.

• Bachelor’s degree preferred, or an equivalent combination of education and experience.

• Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.

• Able to travel up to approximately 25% of the time based on territory.

• Strong financial aptitude.

• Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.

• Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.

• Detail oriented and strong organizational skills.

• Strong communication and presentation skills.

• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.

• Excellent listening skills with strong customer focus.

USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services.  We are an affiliate company of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. We are a team of 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with $122 million in U.S. revenue and an affiliated advisor with $35.5 billion in assets under advisement.

USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.