USI Insurance Services
VP, Defined Benefit Sales
USI Insurance Services, San Francisco, California, United States, 94199
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VP, Defined Benefit Sales
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VP, Defined Benefit Sales
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USI Insurance Services Get AI-powered advice on this job and more exclusive features. Description and Requirements
The 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. Summary
Description and Requirements
The 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. Includes lead generation campaigns, cold calling, and distribution of letters. Achieve annual new business sales target. 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. Ensure wide distribution of products and services. Use USI resources to research prospects and develop customized messaging. Complete sales due diligence process. Understand and explain USI’s competitive differentiation to clients and prospects. Manage full-cycle of sales process. Coordinate meetings and develop client materials. Complete follow-up tasks, phone calls, proposals, presentations, and close business. Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections. Engage in meetings on preparing for first appointments, advancing and closing of business. Oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants. Coordinate with appropriate team members to complete RFPs. Actively participate in USI sales training sessions.
Knowledge, Skills And Abilities
5+ years' experience in a sales related capacity. Bachelor’s Degree or equivalent combination of education and experience. Strong conceptual knowledge of defined benefit plans and key issues for plan sponsors. Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain. Able to travel approximately 25% of the time based on territory. Personable, highly motivated and goal oriented. Driven to achieve individual sales goals. Strong financial aptitude. Strong center of influence connections. Comfortable presenting to C-Suite executives and multiple decision makers. Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint. Detail oriented and strong organizational skills. Excellent oral, written and interpersonal communication skills.
Why USI?
USI Consulting Group (USICG) 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 almost 50 years. USICG’s 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. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn .
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024). Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024). Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
Base Salary Range $100,000 to $150,000 plus potential for compensation incentives.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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VP, Defined Benefit Sales
role at
USI Insurance Services 2 weeks ago Be among the first 25 applicants Join to apply for the
VP, Defined Benefit Sales
role at
USI Insurance Services Get AI-powered advice on this job and more exclusive features. Description and Requirements
The 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. Summary
Description and Requirements
The 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. Includes lead generation campaigns, cold calling, and distribution of letters. Achieve annual new business sales target. 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. Ensure wide distribution of products and services. Use USI resources to research prospects and develop customized messaging. Complete sales due diligence process. Understand and explain USI’s competitive differentiation to clients and prospects. Manage full-cycle of sales process. Coordinate meetings and develop client materials. Complete follow-up tasks, phone calls, proposals, presentations, and close business. Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections. Engage in meetings on preparing for first appointments, advancing and closing of business. Oversee preparation of proposals for USICG prospects. Includes gathering necessary information and working with department heads and consultants. Coordinate with appropriate team members to complete RFPs. Actively participate in USI sales training sessions.
Knowledge, Skills And Abilities
5+ years' experience in a sales related capacity. Bachelor’s Degree or equivalent combination of education and experience. Strong conceptual knowledge of defined benefit plans and key issues for plan sponsors. Series 6, 63 and 65 licenses or Series 7 and 66 licenses and state insurance license required or willing to obtain. Able to travel approximately 25% of the time based on territory. Personable, highly motivated and goal oriented. Driven to achieve individual sales goals. Strong financial aptitude. Strong center of influence connections. Comfortable presenting to C-Suite executives and multiple decision makers. Broad working knowledge of Microsoft Office suite, including Excel, Word, and PowerPoint. Detail oriented and strong organizational skills. Excellent oral, written and interpersonal communication skills.
Why USI?
USI Consulting Group (USICG) 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 almost 50 years. USICG’s 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. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”). To learn more, visit usicg.com or follow us on LinkedIn .
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024). Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024). Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
Base Salary Range $100,000 to $150,000 plus potential for compensation incentives.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Insurance Referrals increase your chances of interviewing at USI Insurance Services by 2x Get notified about new Vice President Benefits jobs in
San Francisco, CA . Vice President of Product – HR, Finance, and Corporate Services
San Francisco, CA $255,300.00-$351,100.00 2 months ago Vice President of Product - HR, Finance, and Corporate Services
San Francisco, CA $255,300.00-$351,100.00 2 months ago HUB Employee Benefits Producer, Vice President
Regional Vice President of Sales - San Francisco
San Francisco, CA $95,000.00-$105,000.00 3 weeks ago Vice President, Earned Media & Content Development (Gaming & Tech)
Walnut Creek, CA $170,000.00-$230,000.00 5 days ago Oakland, CA $159,022.00-$172,647.00 5 days ago Regional Vice President of PACE JN -072025-162635
Government Relations Director, California
Oakland, CA $100,000.00-$125,000.00 3 days ago San Francisco, CA $77,000.00-$175,000.00 3 weeks ago Vice President, Early Development Clinical Operations
Vice President, Early Development Clinical Operations
Assistant Director - Account Management (Group Benefits) | REMOTE Opportunity within No Cal, Portland, or Seattle
Walnut Creek, CA $109,000.00-$129,000.00 5 days ago Walnut Creek, CA $39,000.00-$125,000.00 1 month ago Senior Supervising Primary Animal Keeper
Senior Account Executive - P&C Insurance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr