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VP, Retirement Plan Services

Company: USI Holdings Corporation
Location: Dallas
Posted on: September 24, 2022

Job Description:

General Description:

The primary directive for the VP Retirement Plan Services is to convert existing USI benefit and P&C clients' DC plans to a USICG service platform. This individual will also consult with clients on issues such as plan design, provider capabilities, fees, compliance and product developments, in addition to being responsible for overall relationship management with a special focus on client satisfaction and retention.


  • Lead new business expansion by identification of profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners and execute marketing campaigns.
  • Administer multiple facets of the sales process, including phone calls, coordination of meetings, creation of presentations and support materials, follow-up tasks, etc.
  • Acquire provider proposals by gathering plan data and other required information.
  • Perform analytical review of proposals, including pricing and product service capabilities, as well as collaborate with department head in determining final presentations.
  • Coordinate delivery of periodic plan reviews.
  • Work with product providers to implement any necessary plan or service modifications.
  • Manage and retain assigned book of business.
  • Measure service quality and ensure that client deliverables are met on an ongoing basis.
  • Complete other duties or tasks as may be necessary.

    Knowledge, Skills and Abilities:

    • Thorough knowledge of 401(k) Defined Contribution Plans
    • Excellent communication and interpersonal skills
    • Series 6, 63, and 65 licenses or willingness to obtain within a specified timeframe
    • Minimum 2+ years' experience in a sales capacity
    • Bachelor's Degree
    • Proficiency in MS Office Software
    • Attention to detail and organization


      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, Dallas , VP, Retirement Plan Services, Executive , Dallas, Texas

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