Retirement Plan Sales & Proposals Analyst

Jobtailor; Urbana (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Urbana, IL seeks an experienced Retirement Plan Services specialist to support sales growth and service existing client relationships. You will analyze client needs, prepare proposal materials, and respond to product and competitive questions.

Ideal candidates have a bachelor’s degree, 5+ years of retirement plan service experience, and strong communication and analytical skills. Proficiency with Microsoft Office and virtual meeting platforms is expected.

Qualifications

• Bachelor’s degree is required or implied.
• 5+ years retirement plan service experience preferred.
• Working knowledge of retirement plan laws and regulations preferred.
• Robust oral and written communication skills.
• Strong analytical skills.
• Detailed knowledge of Microsoft Office and Adobe Suite.
• Experience with various virtual meeting platforms.

Responsibilities

• Support sales growth and servicing existing relationships within the Retirement Plan Services Team.
• Partner with the sales team to respond to proposal requests.
• Research and analyze information for prospective clients.
• Prepare proposal presentations based on analysis.
• Respond to product and competitive positioning questions.
• Schedule and prepare review materials for existing clients.
• Assist with onboarding of new retirement plan business.

Skills

Communication skills

Analytical skills

Microsoft Office

Adobe Suite

Virtual meeting platforms

Retirement plan regulations

Education

Bachelor’s degree

Job description

Jobtailor in Urbana, IL seeks an experienced Retirement Plan Services specialist to support sales growth and service existing client relationships. You will analyze client needs, prepare proposal materials, and respond to product and competitive questions.

Ideal candidates have a bachelor’s degree, 5+ years of retirement plan service experience, and strong communication and analytical skills. Proficiency with Microsoft Office and virtual meeting platforms is expected.