What are the responsibilities and job description for the Retirement Plan Consultant position at USI Holdings Corporation?
Company Overview
">">USI Holdings Corporation"> is an industry-leading, full-service retirement plan consulting and benefits administration firm. With a history spanning almost 50 years, we have helped employers enable their workforce to successfully plan and invest for retirement. Our integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees.Job Description
">Consult with USI employee benefit and property & casualty clients"> to convert current Defined Contribution (DC) plans to a preferred service platform. As a key member of our team, you will be responsible for overall relationship management with a focus on client satisfaction and retention. You will consult with clients on plan design, provider capabilities, fees, compliance, and product developments.- Identify profitable cross-sell opportunities, develop producer relationships, direct client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- 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, including 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.
- Manage and retain assigned book of business, responding to client inquiries regarding plan questions and vendor services.
- Measure service quality and ensure that client deliverables are met on an ongoing basis.
Required Skills and Qualifications
">- 5 years experience in a retirement sales capacity.
- Bachelor's degree or equivalent combination of education and experience.
- Working knowledge of Microsoft Office suite of products.
Benefits
">Unrivaled Resources and Support"> USI offers a wide range of health, welfare and financial benefits, including potential for compensation incentives, 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.
