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:
· Bachelor’s Degree, or an equivalent combination of education and experience may be considered.
· Minimum 4+ years of experience in a sales related capacity.
· Requires Series 6, 63 and 65 licenses or willingness to obtain.
· Requires a strong financial aptitude.
· Computer literate. Knowledge of Excel, Word, and PowerPoint.
· Detailed and organized.
· Good communication and interpersonal skills.
#LI-EC3
GLDR
USI Consulting G r oup (USICG) is a p r emier p r ovider of defined contribution and defined benefit plan consulting and administration services. W e a r e an a f filiate company of both USI Securities, Inc. (a b r oke r -deale r , Member FINRA/SIPC) and USI Advisors, Inc. (a federally r egiste r ed investment adviser) and a wholly owned subsidiary of USI Insurance Services LLC. W e a r e a team of 600 associates and g r owing. W e a r e very competitive and enjoy a st r ong r eputation in the mid-market space, with over $110 million in U.S. r evenue and an a f filiated advisor with over $35.5B billion in assets under advisement.
USICG p r ovides specialized expertise in r eti r ement plan design, administration, consulting, investments, r egulatory & compliance for thousands of clients nationwide . Our clients consist of public and private sector employers, not-fo r -p r ofit o r ganizations, mid-market and Fortune 1000 companies.
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 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.
VP, Retirement Plan Services • Overland Park, KS
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