Retirement Plan Participant Advisor

Busey Bank•Peoria, IL

3d•Hybrid

About The Position

The Retirement Plan Participant Advisor is responsible for facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web-based conferencing.

Requirements

Strong oral and written communication skills
Advanced analytical skills to identify opportunities
Public speaking and presentations
Ability to multi-task and work independently
Work in an efficient manner with minimal errors; detail oriented
Perform duties and make decisions under frequent time pressures
Travel as required
Understanding of investments and ability to simplify them for plan participants.
Requires knowledge of Microsoft Office.

Nice To Haves

Bachelor’s degree, preferably in Business or Finance or equivalent experience.

Responsibilities

Serve as support to new and current relationships within the Retirement Plan Services area in Wealth Management.
Cultivate relationships with participants by delivering personalized service and responding to plan-related questions.
Develop materials for both sophisticated and average plan participants.
Engage in dialogue which guides participants in making informed investment decisions and educate them on the advantages of participation in the company sponsored retirement plan; may involve problem solving and follow up.
Perform engaging individual and group enrollment/education presentations.
Develop and maintain client relationships by providing participant advisory services, including financial planning and investment advice both on-site and in our offices.
Assist with day-to-day operations of current retirement plans.
Support regular communication with plan sponsors and plan participants.
Work with other associate to identify and suggest areas of improvement to policies and processes as well as service levels.