Retirement Plan Sales & Analysis Specialist

Busey; Urbana (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 an Internal Sales Consultant for Retirement Plan Services in Urbana, IL to support sales growth and service existing client relationships. You will partner with the sales team to respond to proposals, conduct analyses of fees and investments, and tailor presentations for the retirement plan market.

The role emphasizes multi-tasking under deadlines, communicating regulatory updates, and coordinating with vendors.

Qualifications

• Bachelor’s degree required with emphasis in business or finance.
• Strong written and oral communication skills.
• Experience in retirement plan services preferred.

Responsibilities

• Assist sales team by responding to proposal requests and supporting discovery calls.
• Analyze prospective and current retirement plan data; benchmark fees and services.
• Prepare tailored proposal presentations and respond to product questions.
• Coordinate onboarding and vendor management for new retirement plans.
• Communicate industry trends and regulatory updates to clients.

Skills

Robust communication

Analytical skills

Multi-tasking

Detail oriented

Education

Bachelor’s degree

Retirement plan credentials

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey is seeking an Internal Sales Consultant for Retirement Plan Services in Urbana, IL to support sales growth and service existing client relationships. You will partner with the sales team to respond to proposals, conduct analyses of fees and investments, and tailor presentations for the retirement plan market.

The role emphasizes multi-tasking under deadlines, communicating regulatory updates, and coordinating with vendors.