Talent.com
Regional Sales Director - DB & DC Retirement Consulting
Regional Sales Director - DB & DC Retirement ConsultingUSI Insurance Services • Fort Lauderdale, FL
Regional Sales Director - DB & DC Retirement Consulting

Regional Sales Director - DB & DC Retirement Consulting

USI Insurance Services • Fort Lauderdale, FL
30+ days ago
Job type
  • Full-time
Job description

About USICG: USICG is the retirement consulting and benefits administration division of USI. There are approximately 650 employees and services provided includes:

· Defined Benefit Actuarial and Consulting

· Defined Contribution Recordkeeping and Consulting

· Employee Communication

· Health and Welfare Administration

· Investment Advisory

· Regulatory and Compliance

· Service Provider Search

The staff is comprised of professionals with significant consulting, insurance, financial, and accounting backgrounds. This including Actuaries, Consultants, Attorneys, CIMAs, CEBS and Benefit Plan Administrators. Founded in 1975, USICG is one of the Nation’s leading retirement consulting firms providing consulting and administrative services for approximately 4,100 clients nationwide. Clients consist of not-for-profit, public, and private sector employers. We are headquartered in Glastonbury, CT and operate offices in most major cities across the United States.

General Description : Provide sales activation leadership and direction to the region's new and established producers. A strong executive presence and ability to present effectively to newly-hired sales producers, prospects, and most senior levels of the organization is critical. This role will be a key member of the USI regional team(s) with reporting structure to USICG.

Responsibilities :

· Responsible for sales leadership resulting in higher visibility and quality market positioning. Support regional new business, client retention, and revenue growth.

· Work with National Sales & Marketing Leader and Practice Leaders to ensure effective execution of USICG processes and engagement strategies in each office. Includes communication and clear messaging of all product and solution launches.

· Participate in screening, hiring, and onboarding of new producers.

· Visible and active support of the USI sales process and USICG sales methodology.

· Work with National Sales & Marketing Leader and Practice Leaders to ensure quality tracking and measurement of sales activity.

· Assist with acquisition integration with respect to sales activation, messaging, training, sales, and marketing.

· Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales force automation system (U Engage) and Marketo.

· Establish and execute marketing and communication strategy, marketing campaigns, sponsorship selection, memberships, and events.

· Work with producers in closing new business by attending sales finalist meetings.

· Responsible for meeting regional sales targets including personal Centers of Influence (COI) to drive additional sales.

· Execute cross-sales strategy into Retail Insurance brokerage clients for our retirement services.

· Participate as coach/professor/facilitator/curriculum contributor in the National USI Fast Start programs for both new and established producers as requested by the National Sales and Marketing Leader. This will include local ongoing reinforcement in each regional office which will help both the region and the overall Company achieve its new producer success and improve the growth of established underperforming producers.

· Willingness to travel up to 50% of the time.

K nowledge, Skills and Abilities:

· 10 years of Retirement Services sales management experience. Proven ability to motivate and lead.

· 10 years + experience in the Retirement Services industry working within Defined Benefit, Defined Contribution Recordkeeping, and Investment Advisory.

· 5 years of sales experience focused on prospecting and capturing new business. Proven track record of success in meeting and exceeding goals.

· Bachelor’s degree required.

· Series 6, 63 and 65 or Series 7 and 66 licenses required or willingness to obtain.

· Experience selling directly to plan sponsors (vs wholesaling) is strongly preferred.

· Extensive experience hiring, interviewing, and building successful sales teams.

· Experience in employee communications, regulatory and compliance, and service provider search.

· A consultative, positive, and resourceful approach to dealing with prospects, clients and associates.

· Highly developed organizational and time management skills.

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

· Superior written and verbal communication and presentation skills.

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 time off policy, paid family leave benefit as well as paid holiday time .


Create a job alert for this search

Regional Sales Director - DB & DC Retirement Consulting • Fort Lauderdale, FL

Similar jobs

Regional Director of Sales (North America)

GA Telesis, LLCFort Lauderdale, FL, US
Full-time
Quick Apply

GA Telesis is a global leader providing integrated solutions to the aviation and aerospace industries, with a continuously expanding presence in new countries worldwide.We serve over 2,000 customer...Show more

Director of Clinical Learning and Development

Confidential Health Care CareersHollywood, FL, United States
Full-time

The Director of Clinical Learning and Development provides strategic leadership in developing, implementing, and sustaining clinical education programs that support high reliability, patient safety...Show more

 • Promoted

Director - Development - NSU Health - 991891

Nova Southeastern UniversityFort Lauderdale, FL, United States
Full-time

We are excited that you are considering joining Nova Southeastern University!.Nova Southeastern University (NSU) was founded in 1964, and is a not-for-profit, independent university with a reputati...Show more

 • Promoted

2026 Management Consultant, DHL Consulting Americas

Deutsche Post Und DhlFort Lauderdale, FL, United States
Full-time

To ensure that our recruiting team can give every application the attention it deserves, we kindly ask that you apply for only one vacancy at a time.If we think that your application would be a bet...Show more

 • Promoted

Sales Representative - Advanced Surgical - Fort Lauderdale/Broward

CONMED CorporationFort Lauderdale, FL, United States
Full-time

CONMED is seeking a Sales Representative to add to our highly talented Advanced Surgical sales force to cover the Broward County territory! Here is.CONMED has been leading the development of cuttin...Show more

 • Promoted

Director of Capital Improvements

Cardone CapitalAventura, FL, United States
Full-time

Cardone Capital is a leading multi family real estate investment firm with a portfolio of over 15,000 apartments across the Sunbelt region, with a strong concentration in Florida.Our mission is to ...Show more

 • Promoted

Director of Behavioral Health & ED Crisis Care

Broward HealthFort Lauderdale, Florida, United States
Full-time

A healthcare institution in Fort Lauderdale is seeking a leader for behavioral health services.The role includes providing administrative direction for the implementation and management of integrat...Show more

 • Promoted

Regional Learning Delivery Partner

Hays RecruitmentFort Lauderdale, FL, United States
Full-time

Regional Learning Delivery Partner.Tampa, FL 33607, USA +9 more locations.Partner with business leaders to understand learning priorities that will support commercial priorities and workforce capab...Show more

 • Promoted

Associate Market Clinical Director

ChenMed Family of CompaniesHallandale Beach, FL, US
Full-time

Are you ready to change lives every day?.We're not just another healthcare company – we're.Innovation and entrepreneurial spirit.Exceptional work ethic and boundless ambition.Inspiring others with ...Show more

 • Promoted

Director of Philanthropic Engagement

Pine Crest SchoolFort Lauderdale, Florida, US
Full-time

The Director of Philanthropic Engagement serves as a frontline major gift officer responsible for cultivating, soliciting, and stewarding philanthropic investments from parents, alumni, and friends...Show more

 • Promoted • New!

District Sales Manager - Spirit

Spirit HalloweenHollywood, FL, US
Temporary

Weekly rate ranges from $1,050 - $1,075 per week and is dependent upon qualifications and experience.Benefits include: Repeat DSM Bonus Program, DSM Seasonal Incentive Program.Bonus and Pay program...Show more

 • Promoted

Senior M&A Managing Director - Middle Market Growth Leader

PKF O'Connor DaviesFort Lauderdale, FL, United States
Full-time

A leading investment banking firm is seeking an experienced Managing Director to lead sell-side and strategic M&A transactions.This role requires over 15 years of investment banking experience, str...Show more

 • Promoted

Director, Behavioral Health Services-Behavioral Health-FT-BHIP #29355

Broward HealthFort Lauderdale, Florida, United States
Full-time

Broward Health Imperial Point Shift: Shift 1 FTE: 1.Summary Provides leadership and administrative direction for the development, implementation, evaluation, and operational management of integrate...Show more

 • Promoted

2026 Management Consultant, DHL Consulting Americas

DHLFort Lauderdale, FL, United States
Full-time

To ensure that our recruiting team can give every application the attention it deserves, we kindly ask that you apply for only one vacancy at a time.If we think that your application would be a bet...Show more

 • Promoted

Business Development Specialist, REP

PRMGHollywood, FL, United States
Full-time

Responsible for directing, conducting, and implementing business development consistent with corporate plans and strategies.Special concentration on motivational, technical, sales, customer service...Show more

 • Promoted

Tax Managing Director, State and Local Tax - Sales & Use Tax

BDO USAFort Lauderdale, FL, United States
Full-time

Tax Managing Director, Salt - Sales & Use Tax.The Tax Managing Director, SALT - Sales & Use Tax is responsible for advising and providing written tax advice to clients of the sales & use tax implic...Show more

 • Promoted

Sales Director/Senior Manager

ATALNT LLCAventura, FL, us
Full-time
Quick Apply

Regional Sales Director/Senior Manager.The Regional Sales Director/Senior Manager is a results-driven sales leader responsible for driving regional revenue growth through strategic sales execution,...Show more

Vice President of Sales - Commercial Roofing

JobotDania, FL, United States
Full-time

A+ Players/Heavy hitters ONLY - Exclusive VP of Sales Opportunity in a large and growing commercial Roofing organization expanding its operations! Reach out to me for a confidential conversation.Th...Show more