USI Insurance Services · 2 weeks ago
VP, Retirement Plan Sales
Irvine, CA
Full-time
Onsite
Mid, Senior Level
$90K/yr - $130K/yr
5+ years expUSI Insurance Services is an industry-leading firm specializing in retirement plan consulting and benefits administration. The VP of Retirement Plan Sales will focus on new business development, drive sales processes, and build relationships with various stakeholders to enhance profitability and growth.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Qualification
Required
5 years + experience in the financial services industry
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
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
Preferred
Institutional and retirement plan sales experience strongly preferred
Bachelor's degree preferred, or an equivalent combination of education and experience
Benefits
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
Unique employer-sponsored and voluntary programs
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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