Advance Your Sales Career with Retirement Consulting Experts
Unlock your full potential and make a meaningful impact
Are you ready to take your career to the next level while helping clients achieve long-term financial security? As a Retirement Producer at USI, you’ll have the opportunity to grow professionally, build valuable relationships and play a key role in improving financial outcomes for our clients and their employees.
We support your success with comprehensive training, industry-leading resources and a collaborative culture that encourages ambition and values results. Your drive and dedication will be rewarded with competitive compensation, clear advancement paths and the opportunity to work alongside respected and knowledgeable industry leaders.
At USI, we believe that extraordinary outcomes start with a strong foundation
Team Huddle on Every Opportunity
Producers collaborate weekly to review prospects and collaborate on strategies, insights and unique solutions that help move deals forward.
Deep-Dive First-Meeting Strategy
Producers partner with their Sales Director to build a high impact first meeting approach, leading with a “give to get” strategy and offering a complimentary plan design review and fee benchmarking to earn a second meeting with decision makers.
Early Subject Matter Expert Firepower
On follow-up meetings, subject matter experts (Practice Leaders, ERISA and compliance consultants, investment analysts and solution-specific specialists) are engaged early to strengthen recommendations and differentiate our approach.
A Team Approach That Closes Business
Finalist presentations pair Producers with their Sales Director and subject matter experts to deliver a comprehensive strategy demonstrating tangible savings, deep expertise and a powerful team dynamic to win business.
USI success storyOne of our newer Retirement Producers achieved PEAK (USI’s annual recognition for our top Producers) within his first 24 months, generating nearly $500,000 in new business this past year alone. His standout win? A six-figure recurring revenue win for a Life Management firm he closed simply by following the USI Playbook and leveraging the full strength of the USI team and foundation. Bottom line: Success at USI isn’t accidental, it’s built into how we work. Producers don’t win alone. They win with a proven playbook, collaborative team and experienced leadership that shows up WITHOUT splitting commissions. |
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$500,000in new business in first 24 months |
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Built on collaboration |
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Proven playbook |
Ready to elevate your career?
Bring your experience to a team that empowers professionals to grow, collaborate and make a meaningful impact. At USI, you'll have the support, resources and opportunities to build lasting relationships, deliver exceptional client outcomes and achieve your full potential.
When you join USI, you become part of a nationally recognized organization with a strong reputation for client service, innovation and industry expertise. As a top 10 retirement consulting firm, we provide the scale, resources and collaborative culture to help you thrive. Explore our recent recognitions for employee well-being, workplace culture and community impact here.
USI is an Equal Opportunity Employer and values diversity in the workplace. | 1026.S0803.99027