VP, Retirement Plan Sales - Rochester/
Company: USI Insurance Services
Posted on: February 22, 2021
VP, Retirement Plan Sales - Rochester/Buffalo, NY ---Are you a
sales professional ready to join an exciting organization with
great opportunities for growth?
---Are you well-versed in 401k and other types of retirement
---Do you have a track record of success in selling institutional
retirement plans? If so, join us at USI Insurance Consulting Group!
We are part of a $2 billion, privately held insurance brokerage
company with tremendous growth opportunities, and we are disrupting
the insurance marketplace. Learn more about our impact at
http://bit.ly/USIDisrupter . USI Consulting Group (USICG) is a
premier provider of defined contribution and defined benefit plan
consulting and administration services. We are an affiliate company
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 LLC. We are
a team of just under 300 associates and growing. We are very
competitive and enjoy a strong reputation in the mid-market space,
with over $50 million in U.S. revenue and an affiliated advisor
with over $19 billion in assets under advisement. USICG provides
specialized expertise in retirement plan design, administration,
consulting, investments, regulatory & compliance for thousands of
clients nationwide in the $5M - $200M marketplace. Our clients
consist of public and private sector employers, not-for-profit
organizations, mid-market and Fortune 1000 companies. As a USICG VP
Retirement Plan Sales, you will be in an outside sales consulting
position responsible for all aspects of the sales process from
prospecting to closing business. You will be seeking out new
relationships with various plan sponsors, centers of influence and
strategic partners. You will focus on retirement planning to
include Investment Advisory, Defined Benefit, non-qualified plans
and Defined Contribution solutions. Your responsibilities will
-----Primary focus on new business development, in connection with
an annual production requirement, includes lead generation
campaigns, cold calling, letters, etc.
-----Drive consistent and predictable profitability, and organic
growth to support overall revenue goals.
-----Seek out new relationships with various plan sponsors, centers
of influence, and strategic partners, producers and sales
representatives around the country.
-----Develop relationships with various plan sponsors, centers of
influence and alliance partners, producers and sales
representatives on a local and regional level to ensure wide
distribution of all products and services.
-----Demonstrate proficiency at discovery process (sales due
diligence) and conceptual presentation promoting USI competitive
differentiation, including proficiency at understanding,
articulating and delivering the USI ONE Advantage and specific
solutions customized to each prospect.
-----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
-----Bachelor's Degree, or an equivalent combination of education
and experience may be considered.
-----Minimum 4+ years of experience in retirement plan sales.--
-----Requires Series 6, 63 and 65 licenses or willingness to
-----Requires a strong financial aptitude.
-----Computer literate. Knowledge of Excel, Word, and
-----Detailed and organized.
-----Good communication and interpersonal skills. Interested in
hearing about other USI Career Opportunities? EEO is The Law -
click here for more information
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please email firstname.lastname@example.org 100 Summit Lake Drive, Suite 400,
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Keywords: USI Insurance Services, Buffalo , VP, Retirement Plan Sales - Rochester/, Executive , Buffalo, New York
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