VP, Retirement Plan Sales (Financial Services)

Location: Irvine or Los Angeles, California, United States; travel up to approximately 25% based on territory

Salary: $100,000–$130,000 plus sales bonus incentives

Company

USI Consulting Group is a full-service retirement plan consulting and benefits administration firm providing retirement plan solutions and investment guidance to employers and their employees.

What you will do

• Drive new business development through lead generation, prospecting, cold calling, and relationship building.
• Sell investment advisory, defined benefit, non-qualified, and defined contribution retirement plan solutions.
• Manage the full sales cycle, including meetings, proposals, presentations, follow-up, and closing.
• Develop relationships with plan sponsors, strategic partners, producers, and sales representatives at local, regional, and national levels.
• Prepare and respond to proposals and Requests for Proposals, coordinating with department heads and consultants.
• Identify cross-selling opportunities and use sales automation tools to support forecasting and revenue growth.

Requirements

• At least 5 years of experience in financial services; institutional or retirement plan sales experience is strongly preferred.
• Series 6, 63, and 65 licenses, or Series 7 and 66 licenses, plus a state insurance license required or must be willing to obtain.
• Bachelor’s degree preferred, or an equivalent combination of education and experience.
• Strong financial aptitude, communication, presentation, organization, and customer-focus skills.
• Ability to work with senior-level management and demonstrate executive presence.
• Working knowledge of Microsoft Office, including Excel, Word, and PowerPoint.

Culture & Benefits

• Competitive pay, sales incentives, and employer-sponsored benefits.
• Medical, dental, vision, wellness, life insurance, disability, 401(k), flexible spending, and health savings account programs.
• Paid family leave and paid holidays.
• Recognition programs, including Summit Awards, wellness initiatives, and employee support programs.
• Opportunities to participate in community engagement, environmental sustainability, and diversity and inclusion programs.