- 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.
- 5 years + experience in the financial services industry. Institutional and retirement plan sales experience strongly preferred.
- Bachelor's degree preferred, or an equivalent combination of education and experience.
- 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. Driven to achieve individual sales goals.
- 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.
-
Manager, Sales Planning
6 days ago
Bandai Namco Toys & Collectibles America Inc. Irvine, United StatesSupport Brand Sales with key reports and other pertinent information to optimize sales and secure selling advantage.** · **Analyze company retail sales data, competitive industry and market trends, promotional activity and company sell-in information to maintain retail POS metric ...
-
Manager, Sales Planning
1 week ago
Bandai Namco Toys & Collectibles America Inc. Irvine, United StatesJob Description · Job DescriptionSupport Brand Sales with key reports and other pertinent information to optimize sales and secure selling advantage. · Analyze company retail sales data, competitive industry and market trends, promotional activity and company sell-in information ...
-
Sales Planning Analyst
6 days ago
Pulmuone Foods USA Inc. Fullerton, United StatesCompany Overview · **Job responsibilities include but not limited to**: · - Analyze sales data, set and manage Profit & Loss (P&L) targets by product categories and channels. · - Manage daily sales update from internal sales team, chains/stores, and manage monthly ending sales fo ...
-
Manager of Financial Planning, Sales
3 weeks ago
Alliance Resource Group Irvine, United States">"> · Manager of Financial Planning, Sales & Marketing · Posted: · 09/25/2023 · Job Titles: · FIN - Finance Manager · Job Number: · 4852 · Pay Rate: · 150,000 · Job Description · This position will serve as a strategic business partner that will own annual financial pla ...
-
Sales Compensation Analyst
3 weeks ago
Panasonic Avionics Corporation Irvine, United StatesOur new global headquarters is conveniently located in Irvine, CA near John Wayne Airport in the Park Place development. For our onsite and hybrid employees you will be able to enjoy amenities such as access to many restaurants and shops, running trails, a fitness deck, outdoor s ...
-
Manager I, Field Analytics
3 weeks ago
Tarsus Pharmaceuticals Irvine, United States**About the Role** · Reporting to the Director of Sales Operations, the Sales Operations Manager, Incentive Compensation is responsible for supporting the development and administration of the sales team incentive compensation program. · **Let's talk about some of the key respons ...
-
Retail Sales Representative
1 week ago
Advantage Solutions Irvine, United StatesJob description · Full Time Retail Sales Representative · Take this opportunity to join North America's leading business solutions provider and build your career, APPLY TODAY · What We Offer: · - Full-Time Benefits (Medical, Dental, Vision, Life) · - 401(k) with company match · - ...
-
Account Manager
2 weeks ago
Computacenter Irvine, United States**About the role** · Accounts Managers (AM) are empowered to grow and enhance customer relationships with Computacenter. AMs work to identify opportunities within their current customer base or benefit from the many marketing activities sponsored by Computacenter. Travel to clien ...
-
Key Account Manager
3 weeks ago
Vista Outdoor Irvine, United StatesJob Description · JOB OVERVIEW · The Amazon Key Account Manager will report directly to the Sr. Director of Amazon Channel Development. The position is responsible for executing a sales growth plan for CamelBak's Amazon business. The Amazon Key Account Manager will be responsible ...
-
Key Account Manager
2 weeks ago
Coca-Cola Irvine, United States**BODYARMOR **is a fast paced, dynamic environment where brand builders work together with the goal of becoming the number one sports drink Extreme passion and teamwork are the essentials of being a successful member of the **BODYARMOR** team. **BODYARMOR** builds camaraderie amo ...
-
Inside Sales Representative Ii
2 weeks ago
Bivar Irvine, United StatesOVERALL · The Inside Sales Representative II is a sales role primarily responsible for developing and servicing new business opportunities with OEM's through authorized distribution channels in partnership with the BIVAR Fields Sales team and documenting activity in Salesforce. T ...
-
Account Manager
2 weeks ago
Sun Cloud LLC Irvine, United StatesAccount Manager, Sales Accounts Manager, Sales Manager, Global Sales Manager, Key Account Manager, Sr. Sales Manager, Senior Key Account Manager, Sr. Account Manager, Senior Sales Manager, · **Job title: GLOBAL KEY ACCOUNT MANAGER** · **Duration: Direct Hire** · **Location: Irvin ...
-
Window and Door Outside Sales
2 weeks ago
Builders Direct Supply Irvine, United StatesBuilders Direct Supply prides itself in supplying exceptional projects with a team of exceptional people. BDS is a professionally managed premier supplier of quality windows and doors. We are proud to offer 2 high-end showrooms: in Orange County (minutes away from John Wayne airp ...
-
Edwards Lifesciences Irvine, United StatesJob Description · Aortic stenosis impacts millions of people globally, yet it often remains under-diagnosed and undertreated. Edwards' groundbreaking work in transcatheter aortic heart valve replacement (TAVR) pioneered an innovative, life-changing solution for patients by offeri ...
-
Account Manager
3 weeks ago
Computacenter Irvine, United States**About the role** · The primary responsibility of the Account Manager is to assist Account Executives in managing Computacenter United States Inc.'s clients and the sales of products and services. Account Managers are empowered to help & support the Sales process; making it easi ...
-
Contracts Clerk
3 weeks ago
Tuttle Click Automotive Group Irvine, United States**Compensation**:The Contracts Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $16.00 and $26.00 · **Key responsibilities**: · - Process all vehicle sales contracts in accounting. · - Check documents for ...
-
Experienced Service Advisor
2 weeks ago
Tuttle Click Hyundai Genesis Irvine, United States**Benefits** · - Employee Appreciation Day · - Flexible Schedules · - Family owned & operated since 1946 · - Medical Plan · - Dental Plan · - Vision Plan · - Life Insurance · - Long and Short-Term Disability Insurance · - Paid Holidays · - Paid Time Off · - 401(K) w/ Employer Con ...
-
Sales Valet
1 week ago
Tuttle Click Mazda Irvine, United States**Benefits** · - Competitive Salary · - Employee Appreciation Day · - Flexible Schedules · - Family owned & operated since 1946 · - Medical Plan · - Dental Plan · - Vision Plan · - Life Insurance · - Long and Short-Term Disability Insurance · - Paid Holidays · - Paid Time Off · - ...
-
Lincoln Sales Valet
2 weeks ago
Tuttle Click Ford Lincoln Irvine, United States**Benefits** · - Competitive Salary · - Employee Appreciation Day · - Flexible Schedules · - Family owned & operated since 1946 · - Medical Plan · - Dental Plan · - Vision Plan · - Life Insurance · - Long and Short-Term Disability Insurance · - Paid Holidays · - Paid Time Off · - ...
-
Lincoln Weekend Sales Receptionist
2 weeks ago
Tuttle Click Ford Lincoln Irvine, United StatesWe have an immediate opening for a Weekend receptionist at our Tuttle-Click Lincoln, Irvine location. As a receptionist you will be responsible for providing professional, courteous, and exceptional service to all customers. Customer service is our number one priority and we cont ...
VP, Retirement Plan Sales - Irvine, United States - USI Insurance Services
Description
General Description:
Outside retirement sales consulting position. Includes Investment Advisory, Defined Benefit, non-qualified plans, and Defined Contribution solutions. Responsible for all aspects of the sales process from prospecting to closing business. Build relationships and drive profitability, satisfaction, and organic growth. Responsibilities:
Knowledge, Skills and Abilities:
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
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 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.
$90,000 to $130,000 plus sales bonus incentives.