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VP, Retirement Plan Services


CA - Los Angeles

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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 just under 300 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $50 million in U.S. revenue and an affiliated advisor with over $19 billion in assets under advisement.

USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide in the $5M - $200M marketplace. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.

As a USICG Vice President for Retirement Plans (CG Producer), you will be in an outside sales consulting position responsible for all aspects of the sales process from prospecting to closing business.  You will be seeking out new relationships with various plan sponsors, centers of influence and strategic partners.  You will focus on retirement planning to include Investment Advisory, Defined Benefit, non-qualified plans and Defined Contribution solutions.


Your responsibilities will include:

·         Manage multiple facets of the sales process, including coordination of meetings, support materials, follow-up tasks, phone calls, proposals, presentations, closing business, etc.

·         Input accurate and timely information into sales automation platform (CRM) relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc to facilitate realistic corporate sales and revenue projections.

·         Prepare for and participate actively in the Get, Prep, Close and Keep meetings for all first appointments; close presentations, and individual Producer 1:1 meetings.

·         Develop and oversee preparation of proposals for USICG prospects, gathering necessary information required for the proposal to a prospect and collaborating with department heads and consultants in determining what is needed. 

·         Compile and send out responses to Requests for Proposals (RFPs).  Assists in the completion of RFPs that are deemed good fits for the organization. 

·         Drive and support cross-selling strategies for existing clients, as well as new relationships.

·         Attend and actively participate in USI sales training as required including USI Fast Start.

·         Other duties or tasks as may be necessary.

Knowledge, Skills and Abilities:

        Minimum of 5 years of experience in the financial services industry; institutional and retirement plan sales experience strongly preferred.

        Executive presence and confidence to present to senior-level decision makers.

        Willingness to travel 25% of the time.

        Excellent communication and interpersonal skills.

        Experience and desire to cold-call and prospect for new business.

        Experience in building and maintaining relationships with centers of influence and other referral sources.

        Series 6 (or 7), 63 and 65 (or 66) licenses (2 out of the 3) required. Willingness to obtain any required license upon employment within 3 months.

        Bachelor’s degree or higher strongly preferred.

Job ID:


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