VP, Defined Benefit Sales

Company: USI Insurance Services
Location: Seattle
Posted on: May 31, 2025

Job Description:

AZ - Phoenix, CA - Los Angeles, CA - San Diego, CA - San Francisco, CO - Denver, WA - SeattleDescription and RequirementsSUMMARYThe VP, Defined Benefit Sales Producer is responsible for promoting all aspects of USI Consulting Group's (USICG) defined benefit solutions and driving new business sales. Services include actuarial consulting, investment advisory, benefit administration co-sourcing and full outsourcing, and annuity placement services. The Producer will cover a large geographic region and work with CG sales peers focused on Defined Contribution sales.Responsibilities:

• Accountable for new business development, including lead generation campaigns, cold calling, and distribution of letters.
• Achieve annual new business sales targets.
• Drive consistent and predictable profitability and organic growth to meet overall revenue goals.
• Build new relationships with plan sponsors, centers of influence, and strategic partners.
• Develop relationships with sales representatives on a local and regional level to ensure wide distribution of products and services.
• Use USI resources to research prospects and develop customized messaging, completing the sales due diligence process.
• Understand and explain USI's competitive differentiation to clients and prospects.
• Manage the full sales cycle, including coordinating meetings, developing client materials, follow-up tasks, proposals, presentations, and closing business.
• Utilize USI's contact management and sales automation tools to support sales processes, ensuring timely and accurate data entry for sales and revenue projections.
• Participate in meetings to prepare for first appointments, advancing, and closing business.
• Oversee proposal preparation for USICG prospects, collaborating with department heads and consultants to gather necessary information.
• Coordinate with team members to complete RFPs.
• Engage actively in USI sales training sessions.Knowledge, Skills, and Abilities:
  • 5+ years' experience in a sales-related role.
  • Bachelor's Degree or equivalent experience.
  • Strong knowledge of defined benefit plans and key issues for plan sponsors.
  • Series 6, 63, and 65 licenses or Series 7 and 66 licenses and a state insurance license, or willingness to obtain them.
  • Able to travel approximately 25% of the time based on territory.
  • Personable, highly motivated, goal-oriented, and driven to achieve individual sales goals.
  • Strong connections with centers of influence and comfortable presenting to C-Suite executives and decision-makers.
  • Broad working knowledge of Microsoft Office, including Excel, Word, and PowerPoint.
  • Detail-oriented with strong organizational skills.
  • Excellent oral, written, and interpersonal communication skills.Why USI?USI Consulting Group (USICG) is a leading retirement plan consulting and benefits administration firm with nearly 50 years of experience. We provide specialized expertise and flexible solutions to meet the evolving needs of employers and employees. As an affiliate of USI Securities, Inc. and USI Advisors, Inc., and a subsidiary of USI Insurance Services, we are committed to excellence.Resources and SupportOur USI ONE Advantage offers comprehensive risk management and benefit solutions with significant economic impact, setting us apart from competitors.Recognition and BenefitsWe are recognized as a top employer in the insurance industry, offering competitive pay, incentives, benefits, wellness programs, scholarships, and community engagement initiatives.Our Commitment to DiversityOur I'm With U program promotes diversity, equity, and inclusion through education, support, and outreach, fostering a welcoming culture.Recognitions
    • Insurance Business America's Top Insurance Employers (2018-2024)
    • Business Insurance's Best Places to Work in Insurance (2020-2024)
    • Fortune's Best Workplaces in Financial Services & Insurance (2024)
    • Glassdoor's Best-Led Company (2024)
    • Newsweek's America's Greatest Workplaces for Diversity (2024)We offer a comprehensive benefits package including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays.Base Salary Range: $100,000 to $150,000, plus potential incentives.
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Keywords: USI Insurance Services, Shoreline , VP, Defined Benefit Sales, Executive , Seattle, Washington