Retirement Plan Services Internal Sales Analyst
Busey
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- Pay
- $58K to $74.8K
- a year
- Location
- Urbana, United States
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 30
- 2 days ago
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Career path
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About the company
Busey
Banking · 1,001 to 5,000 employees
What you'll do
- Partner with the sales team to receive and respond to proposal requests
- Research and analyze information for prospective and current retirement plan clients
- Prepare and tailor proposal presentations for the sales team
- Respond to technical product and competitive positioning questions
- Schedule and prepare review materials for existing clients
- Support existing relationships on a proactive and reactive basis
- Assist with onboarding new retirement plan business
- Identify and suggest improvements to policies, processes and service levels
What you need
- Bachelor’s degree or relevant work experience
- Robust oral and written communication skills
- Strong analytical skills
- Detailed knowledge of Microsoft Office and Adobe Suite
- Experience with various virtual meeting platforms
- 5 or more years retirement plan service experience (preferred)
- Working knowledge of retirement plan laws and regulations (preferred)
Key skills
Retirement plan industry trendsMicrosoft OfficeAdobe Suitevirtual meeting platformsStrong analytical skillsdetail orientedMulti-task
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Perks
- 401(k) match
- profit sharing
- employee stock purchase plan
- paid time off
- medical
- dental
- vision
- wellness incentives
See full description on company page, apply now
Read the full posting here
Position Summary
The Retirement Plan Services Internal Sales Consultant is responsible for supporting sales growth and servicing existing relationships within the Retirement Plan Services Team.
Duties & 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
Education & Experience
Knowledge of:
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
Education and Training:
Requires bachelor’s degree or relevant work experience
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.
Requires detailed knowledge of Microsoft Office and Adobe Suite.
Experience with various virtual meeting platforms.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $58,000 - $74,800 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. .