Retirement Specialist
USI Holdings Corporation 4 reviews - Irvine, CA

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Join a Winning Team!

USI Consulting Group, Inc. ( ), a division of USI Insurance Services, is one of the Nation’s Largest Retirement, Employee Benefits and Financial Consulting firms.

We have an immediate opening for a Retirement Specialist in the Irvine, CA area– but not just any retirement sales specialist. This is a vital role and requires a relationship specialist – someone who is able to jump in and hit the ground running with the existing business along with driving new business development. Our ideal candidate would also be able to provide consulting advice to plan sponsors on retirement benefits including Defined Benefit, Defined Contribution and Executive Compensation Plans.

This role will have growth potential with competitive pay rewards.

    4+ years retirement sales experience Bachelor’s Degree with minimum 4 years of successful experience in a sales capacity.

    Series 6 or 7 required. Series 65 desired.

    Strong financial aptitude required.

    Must be computer literate with knowledge of Excel, Word and PowerPoint.

    Must be detailed, organized with strong communication and interpersonal skills.

    USI Holdings Corporation is an Equal Opportunity Employer and values diversity in the workplace.


About this company
4 reviews