Retirement Plan Growth & Analysis Specialist

Busey Bank; Dallas (TX); On-site; USD 58,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Stock purchase plan

Paid time off

Health insurance

Dental insurance

Vision insurance

Life insurance

Job summary

Busey Bank is seeking an Internal Sales Consultant for Retirement Plan Services in Dallas to support sales growth and service existing relationships. The role requires strong communication, analytical skills, and knowledge of retirement plan regulations.

Responsibilities include responding to proposals, benchmarking fees, and onboarding new plans. Base pay ranges with potential bonuses; total rewards include benefits and retirement plans.

Qualifications

• Robust oral and written communication skills.

Responsibilities

• Partner with the sales team to respond to proposal requests and participate in discovery calls.
• Research and benchmark retirement plan fees, services and investments for prospects and clients.
• Understand competitors and position our solutions effectively.
• Prepare tailored proposal presentations for the sales team.
• Respond to technical product and positioning questions.
• Coordinate client reviews and follow up with external vendors.
• Support onboarding of new retirement plan business and manage external vendors.
• Keep current on industry trends and regulations and communicate them to clients.
• Identify process improvements with the team to enhance policies and service levels.

Skills

Oral and written communication

Analytical skills

Retirement plan knowledge

Education

Bachelor's degree or relevant work experience

5+ years retirement plan service experience

Knowledge of retirement plan laws and regulations

Industry credentials or designations

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey Bank is seeking an Internal Sales Consultant for Retirement Plan Services in Dallas to support sales growth and service existing relationships. The role requires strong communication, analytical skills, and knowledge of retirement plan regulations.

Responsibilities include responding to proposals, benchmarking fees, and onboarding new plans. Base pay ranges with potential bonuses; total rewards include benefits and retirement plans.