VP, Retirement Plan Services
USI Insurance ServicesHighlight
Summary
About the Role
About You
- 5+ years of experience in a retirement sales or service capacity.
- Bachelor's degree required.
- FINRA Series 6, 63 & 65 or Series 7 & 66 required or willing to obtain.
- State Insurance License required or willing to obtain.
- Comprehensive knowledge of 401(k) DC plans including compliance and plan design.
- Excellent verbal, written, and interpersonal communication skills.
- Working knowledge of Microsoft Office suite of products.
- Strong organizational skills and attention to detail.
Benefits
- Competitive pay and incentives.
- Comprehensive health, wellness, dental, and vision benefits.
- 401(k) and flexible spending accounts.
- Short and long-term disability and life insurance.
- Generous paid family leave and paid holiday time.
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.