General Description :
Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally
Responsibilities :
- Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach.
- 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.
- Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
- Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations.
- Coordinate with applicable parties to ensure accurate implementation of the conversion / start-up process for new clients.
- Conduct annual plan health reviews and coordinate employee education meetings.
- Work with product providers to implement any necessary plan or service modifications.
- Measure service quality and ensure client deliverables are met on an ongoing basis.
- Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.
Knowledge, Skills and Abilities :
- 5 years + experience in a retirement sales or service capacity.
- Bachelor’s degree required.
- FINRA 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 including compliance and plan design.
- Excellent verbal, written, and interpersonal communication skills.
- Working knowledge of Microsoft Office suite of products.
- Strong organizational skills and attention to detail.
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.
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Includes implementing new 401k plans and converting current defined contribution (DC) plans to a USICG preferred service platform. Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes responding to client...
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