Job highlights
Identified by Google from the original job post
Qualifications
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
Benefits
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets
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
Responsibilities
Includes implementing new 401k plans and converting 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, 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
Job description
General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting 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.

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.