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EPS Producer / Glen Allen
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Full-time
- As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert current Defined Contribution (DC) plans to a USICG preferred service platform.
- Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.
- SIE, Series 6, 63 & 65 or Series 7 & 66 and State life license required or willingness to obtain
- USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services.
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