Retirement Plan Sales & Analysis Specialist

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

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.

You will partner with the sales team to respond to proposals, analyze client information, and position our solutions against competitors. You will also help onboard new retirement plan business and maintain up-to-date industry knowledge.

Qualifications

• Robust oral and written communication skills.
• Strong analytical skills necessary to process and interpret multiple data points and present findings in writing.
• Retirement plan industry trends, regulations and rules.

Responsibilities

• Partner with the sales team to respond to proposal requests from prospective clients. Includes participating in discovery calls with prospects.
• Research and examine information for prospective and current retirement plan clients and conduct comprehensive analyses, comparisons and benchmarking of fees, services and investments.
• Achieve a strong understanding of competitors and possess the ability to effectively position our solutions.
• Prepare and tailor proposal presentations for sales team based on final analysis.
• Respond to technical product and competitive positioning questions.
• Schedule and prepare comprehensive review materials for existing clients. Requires internal coordination as well as follow up with external vendors.
• Serve as support to existing relationships on a proactive and reactive basis
• Assist with onboarding of new retirement plan business, including compliance items and external vendor management.
• Maintain knowledge of industry trends, legislation, rules and regulations and possess the ability to effectively communicate them to current and prospective clients.
• Work with other team members to identify and suggest areas of improvement to policies and processes as well as service level

Skills

Oral and written communication

Analytical skills

Retirement plan industry knowledge

Education

Bachelor’s degree

Retirement plan credentials/designations

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.

You will partner with the sales team to respond to proposals, analyze client information, and position our solutions against competitors. You will also help onboard new retirement plan business and maintain up-to-date industry knowledge.