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Vice President, Retirement Plan Services - Emerging Markets, Seattle, WA

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-             Are you a B2B retirement sales professional ready to join an exciting organization with great opportunities for growth?

-             Are you the "go to expert" in client 401k retirement plan detail?

-             Do you have a track record of success in partnering and supporting institutional retirement plan clients?


 If so, join us at USI Consulting Group at our office in Seattle, Washington!  We are part of a $2 billion, privately held insurance brokerage company with tremendous growth opportunities, and we are disrupting the insurance marketplace.  Learn more about our impact at http://bit.ly/USIDisrupter.


USI Consulting Group ("USICG") is one of the largest retirement consulting firms in the country providing premier Defined Contribution plan, pension and investment advisory services. As a division of USI Insurance Services ("USI"), a top 10 insurance brokerage and consulting firm, USICG offers a challenging work environment with opportunities for advancement in addition to competitive salaries and an excellent benefits package.


We are seeking top talent for the role of Vice President of Retirement Plan Services - Emerging Markets.  In this new role, you will be converting existing USI Employee Benefit and Property & Casualty clients' defined contributions (DC)  plans to a USICG service platform. You will also consult with clients on issues such as provider capabilities, fees, plan design, compliance and product developments, in addition to being responsible for overall relationship management with a main focus on client satisfaction and retention.


Responsibilities:


-  Lead new business expansion by identification of profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners and execute marketing campaigns.

- Administer multiple facets of the sales process, including: phone calls, coordination of meetings, creation of presentations and support materials, follow-up tasks, etc.

- Acquire provider proposals by gathering plan data and other required information.

- Perform analytical review of proposals, including pricing and product service capabilities, as well as collaborate with department head in determining final presentations

- Coordinate delivery of periodic plan reviews.

- Work with product providers to implement any necessary plan or service modifications.

- Manage and retain assigned book of business.

- Measure service quality and ensure that client deliverables are met on an ongoing basis.

- Complete other duties or tasks as may be necessary.


Knowledge, Skills and Abilities:


- Thorough knowledge of 401(k) Defined Contribution plans

- Excellent communication and interpersonal skills

- Series 6, 63 and 65 licenses or willingness to obtain within a specified timeframe

- Minimum 2+ years’ experience in a sales related capacity

- Bachelor's Degree

- Proficiency in MS Office software

- Attention to detail and organization



LK-JK1

GLDR18

Job ID:

17425

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