Bill Tremko

Evaluator
DISC Type : DSC

Chairman of USI Consulting Group - CEO of USI Advisors and USI Securities at USI Consulting Group

Glastonbury, Connecticut, United States

Overview

Bill Tremko is the Chairman of USI Consulting Group, where he has also served as President and CEO. A University of Connecticut graduate, he has been with the firm for over two decades, focusing on retirement consulting for the middle market and spearheading significant national expansion through organic growth and acquisitions.

Originally from Connecticut, Bill pursued a career in actuarial science, a natural fit for his math acumen growing up in the "Insurance Capital of the World. " He values the external consulting aspect of his role, which allows him to meet clients nationwide and avoid being constantly chained to a desk.

He has led USI Consulting Group through its fastest-ever expansion of its sales consulting force.

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Retirement Plan Consulting
Leads a national firm focused on delivering comprehensive retirement plan consulting, administration, and investment advisory services, with a specific focus on the middle market.
Mergers & Acquisitions
Frequently quoted in announcements regarding his firm's acquisitions of other consulting and actuarial services companies to expand USI's national footprint and expertise.
Corporate Leadership
His posts and interviews highlight a focus on team expansion, fostering an entrepreneurial culture, and managing the firm's strategic growth.

Media Appearances

Bill Tremko – USI Consulting Group. Featured in Vision Magazine

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Message from the CEO | December 2025 | USI Consulting Group. Featured in USI Consulting Group

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Message from the CEO - December 2022. Featured in USI Consulting Group

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Work History

2-2026
Chairman of USI Consulting Group - CEO of USI Advisors and USI Securities at USI Consulting Group
7-2009 - 2-2026
President and CEO at USI Consulting Group

Education

BS from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 16 Location : Glastonbury, Connecticut, United States Job Level : Leadership Designation : Chairman of USI Consulting Group - CEO of USI Advisors and USI Securities at USI Consulting Group
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Bill

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bill take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Bill

Personality Compatibility


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