Retirement Plan Services Internal Sales Analyst

Busey

. Partner with the sales team to receive and respond to proposal requests from prospective clients, including participating in discovery calls .

Posted 10/30/2026full-timeUnited StatesMid-LevelSenior💰 $58,000 - $74,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan services, including compliance and vendor management, while effectively communicating industry trends and analysis to clients. Possesses strong analytical skills to interpret data and tailor proposals that meet client needs.

Highest-signal resume keywords

Retirement Plan Service ExperienceRetirement Plan Laws And RegulationsRobust Oral And Written Communication SkillsStrong Analytical SkillsMicrosoft Office And Adobe Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AnalysisProposal DevelopmentData InterpretationBenchmarking Fees And ServicesVendor Management

Soft Skills

Detail OrientedMulti-TaskingIndependent WorkTime ManagementProactive Relationship Management

Tools & Technologies

Virtual Meeting PlatformsMicrosoft OfficeAdobe Suite

Certifications & Qualifications

Retirement Plan Industry Credentials

Industry Keywords

Retirement PlanCompliance ItemsIndustry TrendsLegislationCompetitive Positioning

About the role

Key responsibilities & impact

Partner with the sales team to receive and respond to proposal requests from prospective clients, including participating in discovery calls
Research and examine information for prospective and current retirement plan clients
Conduct comprehensive analyses, comparisons and benchmarking of fees, services and investments
Develop a strong understanding of competitors and effectively position company solutions
Prepare and tailor proposal presentations for the sales team based on final analysis
Respond to technical product and competitive positioning questions
Schedule and prepare comprehensive review materials for existing clients
Coordinate internally and follow up with external vendors
Support existing relationships proactively and reactively
Assist with onboarding new retirement plan business, including compliance items and external vendor management
Maintain knowledge of industry trends, legislation, rules and regulations and communicate them to current and prospective clients
Identify and suggest improvements to policies, processes and service levels with team members

Requirements

What you’ll need

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
Retirement plan industry credentials and/or designations
Robust oral and written communication skills
Strong analytical skills necessary to process and interpret multiple data points and present findings in writing
Ability to multi-task and work independently
Ability to work efficiently with minimal errors and be detail oriented
Ability to perform duties and make decisions under frequent time pressures
Ability to prioritize changing tasks effectively
Detailed knowledge of Microsoft Office and Adobe Suite
Experience with various virtual meeting platforms

Benefits

Comp & perks

Bonus or incentives based on company and individual performance
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 insurance
Supplemental voluntary life insurance
Short-term disability insurance
Wellness incentives
Employee assistance program
Pre-tax health savings accounts
Flexible spending accounts
On-going industry training and continuing education