VP, Retirement Plan Sales
USI Insurance Services
General Description: Outside retirement sales consulting position. Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth.
Responsibilities:• Primary focus on new business development and driving sales. Includes lead generation campaigns, cold calling, letters, etc.• Achieve annual production requirement. • Drive consistent and predictable profitability and organic growth to support overall revenue goals.• Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.• Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.• Use USI resources to research prospects and develop customized messaging for prospects.• Understand and explain USI’s competitive differentiation to clients and prospects.• Manage multiple facets of the sales process. Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.• Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources. • Actively participate in meetings on preparing for first appointments, advancing, and closing business. • Develop and oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants. • Compile and respond to Requests for Proposals (RFPs). Assist in the completion of RFPs that are deemed good fits for the organization. • Pursue cross-selling opportunities to enhance prospect and client relationships.• Participate in USI sales training programs.
Knowledge, Skills and Abilities:• 5 years + experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.• Bachelor’s degree preferred, or an equivalent combination of education and experience.• Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.• Able to travel up to approximately 25% of the time based on territory.• Strong financial aptitude.• Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.• Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.• Detail oriented and strong organizational skills.• Strong communication and presentation skills.• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.• Excellent listening skills with strong customer focus.• Ability to deal with senior level management and have a top-level executive presence.GLDR#LI-EC3
Responsibilities:• Primary focus on new business development and driving sales. Includes lead generation campaigns, cold calling, letters, etc.• Achieve annual production requirement. • Drive consistent and predictable profitability and organic growth to support overall revenue goals.• Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country.• Develop relationships on a local and regional level to ensure wide distribution of products and services. Includes various plan sponsors, centers of influence/alliance partners, producers, and sales representatives.• Use USI resources to research prospects and develop customized messaging for prospects.• Understand and explain USI’s competitive differentiation to clients and prospects.• Manage multiple facets of the sales process. Includes meetings, materials, follow-up tasks, phone calls, proposals, presentations, and closing business.• Use USI’s contact management and sales automation tools to support sales processes. Includes first appointments, follow-up appointments, and conceptual/finalist meetings. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources. • Actively participate in meetings on preparing for first appointments, advancing, and closing business. • Develop and oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants. • Compile and respond to Requests for Proposals (RFPs). Assist in the completion of RFPs that are deemed good fits for the organization. • Pursue cross-selling opportunities to enhance prospect and client relationships.• Participate in USI sales training programs.
Knowledge, Skills and Abilities:• 5 years + experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.• Bachelor’s degree preferred, or an equivalent combination of education and experience.• Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain.• Able to travel up to approximately 25% of the time based on territory.• Strong financial aptitude.• Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.• Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint.• Detail oriented and strong organizational skills.• Strong communication and presentation skills.• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.• Excellent listening skills with strong customer focus.• Ability to deal with senior level management and have a top-level executive presence.GLDR#LI-EC3
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