This position is no longer available
Remote (Country)

Busey was looking for a Retirement Plan Services Internal Sales Analyst

Position Summary The Retirement Plan Services Internal Sales Consultant plays a key role in driving sales growth and maintaining robust client relationships within our Retirement Plan Services Team. Duties & Responsibilities • Collaborate closely with the sales team to handle proposal requests from prospective clients, including participating in initial discovery calls • Conduct comprehensive research and in-depth analyses of potential and current retirement plan clients, including detailed comparisons and benchmarking of fees, services, and investment options • Develop a deep understanding of competitor landscapes and craft strategic positioning for our solutions • Create and customize proposal presentations for the sales team based on thorough analytical findings • Provide expert responses to technical product and competitive positioning inquiries • Coordinate comprehensive client review materials, managing both internal processes and external vendor interactions • Offer proactive and responsive support for existing client relationships • Facilitate new retirement plan business onboarding, addressing compliance requirements and managing external vendor relationships • Stay current on industry trends, legislative changes, and regulatory updates, translating complex information for client communication • Collaborate with team members to identify and recommend process and service level improvements Education & Experience Knowledge of: • Exceptional oral and written communication capabilities • Advanced analytical skills for processing and interpreting complex data sets • Current retirement plan industry trends, regulations, and operational frameworks Ability to: • Effectively multi-task and work autonomously • Maintain high efficiency with minimal errors • Make decisions under consistent time pressures • Dynamically prioritize shifting tasks Education and Training: • Bachelor's degree required • 5+ years retirement plan service experience preferred • Comprehensive working knowledge of retirement plan laws and regulations • Commitment to ongoing industry training and continuing education • Relevant retirement plan industry credentials/designations • Proficient in Microsoft Office and Adobe Suite • Experienced with various virtual meeting platforms Compensation and Benefits Salary offered is based on job duties, qualifications, relevant experience, and local market trends. Role may include bonus or performance-based incentives. (Base Pay Range: $53,000-$65,000 annually) Busey provides a competitive Total Rewards package recognizing your contributions. Our comprehensive benefits include 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical/dental/vision coverage, company-paid life and disability insurance, wellness incentives, and an employee assistance program. Additional pre-tax health and flexible spending accounts are available. Equal Opportunity Busey values a diverse and inclusive workplace, committed to recruiting, developing, and retaining exceptional talent. We are an Equal Opportunity Employer including Disability/Vets. Unsolicited Resumes Busey Bank does not accept liability for unsolicited resumes without a binding, written recruitment agreement.
Required Skills
Financial AnalysisMicrosoft OfficeAdobe SuiteClient Relationship ManagementData Interpretation
About company
Busey
Busey is a financial services organization that provides comprehensive banking, financial, and wealth management solutions with a commitment to diversity and service excellence.
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Job Details
Category other
Posted a year ago