Prepare and negotiate fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.
December 02, 2022
Act as a back-up to the Senior Pension Consultant in maintaining relationships with key contacts at state agencies, NTSA, and selected data aggregators and software providers.
February 03, 2023
Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting USI competitive differentiation, including proficiency at understanding, articulating and delivering the USI ONE Advantage and specific solutions customized to each prospect.
February 12, 2023
Maintains history of prospect pricing, proposal outcomes, competitive intelligence, and assists management to continue to improve efficiencies and effective client service methods.
February 17, 2023
Participates in the decision to pursue or pass on specific opportunities, based on prospect requirements, match to our service model, and ability to price competitively.
March 11, 2023
Assists both the DC and DB Relationship Managers in regular assessment of their client fee structure to maintain competitive model and positive client experience while meeting business profitability targets.
April 12, 2023
