VP, Retirement Plan Sales - CA - Sacramento, CA - San Francisco - 13578 - USI Insurance

Job Details

Locations

CA - Sacramento, CA - San Francisco

Job ID

13578

Description and Requirements

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.

Responsibilities:

• 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.

Knowledge, Skills and Abilities:

• 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.

• Ability to deal with senior level management and have a top-level executive presence.

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Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate 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 (“USI”). To learn more, visit usicg.com or follow us on LinkedIn.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).

• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).

• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.

• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.

• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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.

$80,000 - $130,000 plus potential for compensation incentives.