Retirement Plan Services Internal Sales Analyst

Busey Bank • Urbana, IL

2d

About The Position

The Retirement Plan Services Internal Sales Consultant is responsible for supporting sales growth and servicing existing relationships within the Retirement Plan Services Team.

Requirements

• Robust oral and written communication skills
• Strong analytical skills necessary to process and interpret multiple data points and present findings in writing
• Retirement plan industry trends, regulations and rules
• 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
• Prioritize changing tasks effectively
• Requires detailed knowledge of Microsoft Office and Adobe Suite.
• Experience with various virtual meeting platforms.

Nice To Haves

• 5 or more years retirement plan service experience is preferred.
• Working knowledge of retirement plan laws and regulations is preferred.
• On-going industry training and continuing education
• Retirement plan industry credentials and/or designations.

Responsibilities

• Partner with the sales team to receive and respond to proposal requests from prospective clients. Includes participating in discovery calls with prospects.
• Research and examine information for prospective and current retirement plan clients and conduct comprehensive analyses, comparisons and benchmarking of fees, services and investments.
• Achieve a strong understanding of competitors and possess the ability to effectively position our solutions.
• Prepare and tailor proposal presentations for sales team based on final analysis.
• Respond to technical product and competitive positioning questions.
• Schedule and prepare comprehensive review materials for existing clients. Requires internal coordination as well as follow up with external vendors.
• Serve as support to existing relationships on a proactive and reactive basis
• Assist with onboarding of new retirement plan business, including compliance items and external vendor management.
• Maintain knowledge of industry trends, legislation, rules and regulations and possess the ability to effectively communicate them to current and prospective clients.
• Work with other team members to identify and suggest areas of improvement to policies and processes as well as service level

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level