Retirement Plan Solutions Analyst (Internal Sales)

Busey Bank; Urbana (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 and long-term disability

wellness incentives

employee assistance program

Job summary

Busey Bank in Illinois is seeking a Retirement Plan Services Internal Sales Consultant to support growth and service existing relationships within the Retirement Plan Services Team.

The role involves responding to proposals, conducting discovery calls, analyzing retirement plan data, and preparing tailored presentations. It requires strong communication, analytical skills, and knowledge of retirement plan regulations.

Qualifications

• Strong oral and written communication skills required.
• Robust analytical skills to process multiple data points and present findings.
• Ability to multi-task and work independently under time pressures.
• Detail oriented with the ability to prioritize changing tasks.

Responsibilities

• Partner with the sales team to respond to proposal requests from prospects.
• Participate in discovery calls with prospects to gather requirements.
• Research and analyze information for prospective and current retirement plan clients and benchmark fees, services and investments.
• Prepare and tailor proposal presentations based on final analyses for the sales team.
• Respond to technical product and competitive positioning questions and provide reviews for existing clients.
• Assist with onboarding of new retirement plan business and coordination with external vendors.

Skills

Oral and written communication

Analytical skills

Multi-tasking

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey Bank in Illinois is seeking a Retirement Plan Services Internal Sales Consultant to support growth and service existing relationships within the Retirement Plan Services Team.

The role involves responding to proposals, conducting discovery calls, analyzing retirement plan data, and preparing tailored presentations. It requires strong communication, analytical skills, and knowledge of retirement plan regulations.