Strategic Retirement Plan Sales Analyst

Busey Bank; Fort Myers (FL); 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 Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team. The role involves proposal responses, analyses of fees and services, competitive positioning, and onboarding support for new retirement plan clients.

The position requires strong communication, analytical skills, and knowledge of retirement plan regulations, with opportunities for collaboration across teams and vendors to

Qualifications

• Strong written and verbal communication skills.
• Analytical skills to interpret multiple data points and present findings.
• Knowledge of retirement plan trends, regulations and rules.

Responsibilities

• Partner with the sales team to respond to proposal requests from prospects and participate in discovery calls.
• Research and benchmark fees, services and investments for retirement plan clients.
• Understand competitors and position our solutions effectively.
• Prepare proposal presentations based on final analysis.
• Respond to technical product and competitive positioning questions.
• Schedule and prepare review materials for existing clients with internal and external coordination.
• Support existing relationships proactively and reactively.
• Assist onboarding of new retirement plan business, including compliance items and vendor management.
• Maintain knowledge of industry trends, legislation and rules and communicate them clearly.
• Identify improvements to policies, processes and service levels with the team.

Skills

Robust oral and written communication

Strong analytical skills

Retirement plan industry trends

Education

Bachelor's degree or relevant work experience

Tools

Microsoft Office

Adobe Suite

Virtual meeting platforms

Job description

Busey Bank is seeking an Retirement Plan Services Internal Sales Consultant to support sales growth and service existing relationships within the Retirement Plan Services Team. The role involves proposal responses, analyses of fees and services, competitive positioning, and onboarding support for new retirement plan clients.

The position requires strong communication, analytical skills, and knowledge of retirement plan regulations, with opportunities for collaboration across teams and vendors to