Internal Retirement Plan Sales Consultant

Busey; Edwardsville (IL); On-site; USD 56,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Job summary

Busey is seeking a Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team in Edwardsville, IL. The role emphasizes collaboration with the sales group to respond to requests and prepare analyses and proposals.

You will benchmark fees, services and investments, position our solutions against competitors, and assist with onboarding of new retirement plan business while ensuring regulatory compliance.

Qualifications

• Bachelor’s degree is required.
• 5+ years retirement plan service experience preferred.
• Working knowledge of retirement plan laws and regulations preferred.
• Ongoing industry training/continuing education encouraged.
• Retirement plan credentials/designations preferred.

Responsibilities

• Partner with the sales team to respond to proposal requests and discovery calls.
• Analyze information for prospective and current retirement plan clients and benchmark fees, services and investments.
• Position our solutions against competitors with thorough product knowledge.
• Prepare tailored proposal presentations for the sales team based on final analysis.
• Respond to technical product and competitive positioning questions.
• Coordinate comprehensive review materials for existing clients and follow up with vendors.
• Assist onboarding of new retirement plan business, including compliance and external vendor management.
• Maintain knowledge of industry trends and regulations and communicate them to clients.
• Identify and suggest improvements to policies and processes.

Skills

Communication skills

Analytical skills

Industry knowledge

Education

Bachelor’s degree

Retirement plan credentials/designations

Continuing education in retirement plans

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey is seeking a Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team in Edwardsville, IL. The role emphasizes collaboration with the sales group to respond to requests and prepare analyses and proposals.

You will benchmark fees, services and investments, position our solutions against competitors, and assist with onboarding of new retirement plan business while ensuring regulatory compliance.