USI Insurance Services · 8 hours ago
VP, Retirement Plan Services
Charleston, WV
Full-time
Onsite
Mid Level
3+ years expUSI Insurance Services is an industry-leading retirement plan consulting and benefits administration firm. They are seeking a VP of Retirement Plan Services to drive sales, build client relationships, and lead new business growth in retirement solutions.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Drive consistent and predictable profitability and organic growth to support overall revenue goals
Lead new business growth. Identify new clients and profitable cross-sell opportunities. Direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns
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
Achieve annual production requirement
Participate in meetings on preparing for first appointments, advancing, and closing business
Manage multiple facets of the sales process. Includes meetings, follow-up tasks, phone calls, proposals, creating presentations and materials, and closing business
Seek out new relationships with various plan sponsors, centers of influence/strategic partners, producers, and sales representatives around the country
Use USI resources to research prospects and develop customized messaging for prospects
Understand and explain USI’s competitive differentiation to clients and prospects
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
Participate in USI sales training programs
Qualification
Required
3+ years of experience in the financial services industry
Must hold or obtain Series 6 (or 7), 63 and 65 (or 66) licenses and local state insurance licenses
Strong technical retirement knowledge on plan design, service, and investments
Personable, highly motivated and goal oriented
Driven to achieve individual sales goals
Working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint
Exceptional organizational skills as well as 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
Knowledge of retirement programs highly preferred
Able to travel up to 25% of the time based on territory
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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