Retirement Plan Sales & Analytics Analyst

Busey Bank; Champaign (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

Dental

Vision

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

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

You will partner with the sales team to respond to proposals, analyze plan data, benchmark fees, and prepare tailored presentations for clients, while staying current on retirement plan laws and industry trends. This role emphasizes proactive client support and process improvements.

Qualifications

• Robust oral and written communication skills.
• Strong analytical skills to process and interpret multiple data points.
• Knowledge of retirement plan industry trends, regulations and rules.

Responsibilities

• Partner with sales to respond to proposals from prospective clients.
• Research and benchmark fees, services and investments for plan clients.
• Analyze competitors and position our solutions.
• Prepare tailored proposals for the sales team from final analyses.
• Answer technical product and competitive questions.
• Prepare review materials for existing clients with internal and external coordination.
• Support existing relationships proactively and reactively.
• Assist onboarding of new retirement plans, including compliance and vendor management.
• Stay updated on retirement plan regulations and communicate them to clients.
• Suggest improvements to policies, processes and service levels.

Skills

Clear communication

Analytical skills

Retirement plan knowledge

Education

Bachelor's degree or relevant work experience

5+ years retirement plan service experience (preferred)

Retirement plan laws and regulations knowledge (preferred)

Ongoing industry training and continuing education

Retirement plan credentials/designations

Microsoft Office and Adobe Suite

Experience with virtual meeting platforms

Job description

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

You will partner with the sales team to respond to proposals, analyze plan data, benchmark fees, and prepare tailored presentations for clients, while staying current on retirement plan laws and industry trends. This role emphasizes proactive client support and process improvements.