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VP, Retirement Plan Services

Company: USI Holdings Corporation
Location: Falls Church
Posted on: November 19, 2023

Job Description:


As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert 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, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
  • 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.
  • Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
  • Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
  • Conduct annual plan health reviews and coordinate employee education meetings.
  • Work with product providers to implement any necessary plan or service modifications.
  • Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
  • Measure service quality and ensure that client deliverables are met on an ongoing basis.
  • Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes. Knowledge, Skills and Abilities:
    • Comprehensive knowledge of 401(k) DC plans
    • 2+ years' experience in a sales related capacity
    • SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
    • Bachelor's Degree or equivalent combination of education and experience
    • Excellent verbal, written, and interpersonal communication skills
    • Working knowledge of Microsoft Office suite of products
    • Strong organizational skills and attention to detail


      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 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.

      USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.

      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.

      Job ID:


Keywords: USI Holdings Corporation, Washington DC , VP, Retirement Plan Services, Executive , Falls Church, DC

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