USI Insurance Services · 11 hours ago
VP, Retirement Plan Services
Houston, TX
Full-time
Onsite
Mid Level
2+ years expUSICG is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. The VP, Retirement Plan Services will be responsible for consulting with clients on retirement services, managing client relationships, and leading new business expansion efforts.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Qualification
Required
Comprehensive knowledge of 401(k) DC plans
2+ years' experience in a sales related capacity
Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
Excellent verbal, written, and interpersonal communication skills
Working knowledge of Microsoft Office suite of products
Strong organizational skills and attention to detail
Preferred
Bachelor's Degree preferred
Benefits
Competitive pay
Incentives
Employee programs
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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