VP, Retirement Plan Services

Consultant For Retirement Plan Conversion

Consult with USI employee benefit and property & casualty clients to convert 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.

Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.

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.

Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.

Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.

Conduct annual plan health reviews and coordinate employee education meetings.

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

Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.

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

Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.

5 years + experience in a retirement sales capacity.

Bachelor's degree required.

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.

Excellent verbal, written, and interpersonal communication skills.

Working knowledge of Microsoft Office suite of products.

Strong organizational skills and attention to detail.

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 50 years.

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.

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 are committed to giving back to our local communities and supporting a culture of environmental sustainability.

Our award-winning I'm With U diversity 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.

Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).

Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).

Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).

Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.