Retirement Plan Sales Analyst: Proposals and Client Growth

Busey Bank; Peoria (IL); On-site; USD 58,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision care

Company-paid life insurance

Long-term disability

Supplemental life insurance

Disability insurance

Welfare incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank in Peoria, IL seeks an Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team.

Responsibilities include responding to proposal requests, benchmarking retirement plan options, and coordinating with internal and external teams. A bachelor's degree and 5+ years in retirement plan service are preferred.

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 prospects; participate in discovery calls.
• Research and compare retirement plan options and benchmark fees, services and investments.
• Understand competitors and effectively position our solutions.
• Prepare tailored proposal presentations for the sales team.
• Respond to product and competitive questions.
• Prepare review materials for existing clients and coordinate with internal teams and external vendors.
• Support existing relationships proactively and reactively.
• Assist onboarding of new retirement plan business; handle compliance items and external vendors.
• Keep informed on industry trends and regulations; communicate to clients.
• Collaborate on improving policies, processes, 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

Retirement plan laws and regulations

Industry training and continuing education

Retirement plan credentials/designations

Microsoft Office & Adobe Suite

Virtual meeting platforms

Tools

Microsoft Office

Adobe Suite

Job description

Busey Bank in Peoria, IL seeks an Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team.

Responsibilities include responding to proposal requests, benchmarking retirement plan options, and coordinating with internal and external teams. A bachelor's degree and 5+ years in retirement plan service are preferred.