Retirement Plan Solutions Analyst - Internal Sales

Busey Bank; Burr Ridge (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

Life insurance

Long-term disability

Voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

HSA

FSA

Job summary

Busey Bank's Retirement Plan Services Internal Sales Consultant supports sales growth and servicing relationships within the Retirement Plan Services Team. You will collaborate with the sales group on proposals and respond to client inquiries, building strong client partnerships.

You will analyze retirement plan data, benchmark fees and services, and help onboarding of new plans, while staying current on industry trends and regulations to advise clients effectively.

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 from prospective clients.
• Research and examine information for prospective and current retirement plan clients, benchmark fees/services.
• Understand competitors and position our solutions.
• Prepare and tailor proposal presentations for the sales team.
• Respond to technical product and competitive positioning questions.
• Coordinate review materials for existing clients with internal and external stakeholders.
• Assist onboarding of new retirement plan business and vendor management.
• Stay updated on industry trends and regulations to communicate to clients.

Skills

Oral and written communication

Analytical skills

Retirement plan knowledge

Education

Bachelor's degree

Retirement plan credentials

Tools

Microsoft Office

Adobe Suite

Video conferencing tools

Job description

Busey Bank's Retirement Plan Services Internal Sales Consultant supports sales growth and servicing relationships within the Retirement Plan Services Team. You will collaborate with the sales group on proposals and respond to client inquiries, building strong client partnerships.

You will analyze retirement plan data, benchmark fees and services, and help onboarding of new plans, while staying current on industry trends and regulations to advise clients effectively.