Retirement Plan Sales & Analytics Consultant

Busey Bank; Leawood (KS); 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 is seeking an Internal Sales Consultant for Retirement Plan Services to support sales growth and service existing client relationships. The role involves collaborating with the sales team, analyzing client data, benchmarking plans, and presenting tailored proposals.

The position requires strong communication, analytical abilities, and knowledge of retirement plan regulations. Onboarding new clients and vendor coordination are part of the responsibilities.

Qualifications

• Robust oral and written communication skills.
• Strong analytical skills to process and interpret data.
• Retirement plan industry trends, regulations and rules.

Responsibilities

• Partner with the sales team to respond to proposal requests and participate in discovery calls.
• Research and analyze information for retirement plan clients, benchmarking fees, services and investments.
• Understand competitors and position our solutions effectively.
• Prepare tailored proposal presentations for sales based on analysis.

Skills

Communication skills

Analytical skills

Retirement plan knowledge

Education

Bachelor's degree or relevant work experience

5+ years retirement plan service experience

Retirement plan credentials/designations

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey Bank is seeking an Internal Sales Consultant for Retirement Plan Services to support sales growth and service existing client relationships. The role involves collaborating with the sales team, analyzing client data, benchmarking plans, and presenting tailored proposals.

The position requires strong communication, analytical abilities, and knowledge of retirement plan regulations. Onboarding new clients and vendor coordination are part of the responsibilities.