Strategic Retirement Plan Sales & Analytics Analyst

Busey Bank; Keller (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 insurance

Dental insurance

Vision insurance

Company-paid life insurance

Long-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 relationships. The role involves responding to prospect requests, analyzing plan data, and assisting with onboarding and vendor management.

You will work with the sales team to prepare tailored proposals, respond to technical questions, and stay current on retirement plan regulations and industry trends. Strong communication and analytical skills are essential.

Qualifications

• Robust oral and written communication skills.
• Strong analytical skills to process multiple data points and present findings in writing.
• 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 prospective and current retirement plan clients, benchmarking fees, services and investments.
• Understand competitors and position Our solutions effectively.
• Prepare and tailor proposal presentations based on final analyses.
• Respond to technical product and competitive positioning questions.
• Coordinate and prepare review materials for existing clients; follow up with external vendors.
• Support existing relationships proactively and reactively.
• Assist onboarding of new retirement plan business, including compliance items and vendor management.
• Stay updated on industry trends and regulations and communicate them clearly to clients.
• Identify areas to improve policies, processes and service levels with the team.

Skills

Oral and written communication

Analytical skills

Multi-tasking

Detail oriented

Education

Bachelor's degree or relevant experience

5+ years retirement plan service experience

Knowledge of retirement plan laws/regulations

Industry credentials/designations

Tools

Microsoft Office

Adobe Suite

Video conferencing platforms

Job description

Busey Bank is seeking an Internal Sales Consultant for Retirement Plan Services to support sales growth and service existing relationships. The role involves responding to prospect requests, analyzing plan data, and assisting with onboarding and vendor management.

You will work with the sales team to prepare tailored proposals, respond to technical questions, and stay current on retirement plan regulations and industry trends. Strong communication and analytical skills are essential.