Retirement Plan Services Internal Sales Analyst

About the Role

The Retirement Plan Services Internal Sales Consultant supports sales growth and services existing relationships within the Retirement Plan Services Team.

Responsibilities

• Partner with the sales team to receive and respond to proposal requests from prospective clients, including participating in discovery calls with prospects.
• Research and examine information for prospective and current retirement plan clients, conducting comprehensive analyses, comparisons, and benchmarking of fees, services, and investments.
• Develop a strong understanding of competitors and effectively position the company’s 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, requiring internal coordination and follow-up with external vendors.
• Serve as support to existing relationships on a proactive and reactive basis.
• 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 effectively to current and prospective clients.
• Work with other team members to identify and suggest areas of improvement to policies, processes, and service levels.

Requirements

• Robust oral and written communication skills.
• Strong analytical skills to process and interpret multiple data points and present findings in writing.
• Ability to multi-task and work independently.
• Work efficiently with minimal errors; detail-oriented.
• Perform duties and make decisions under frequent time pressures.
• Prioritize changing tasks effectively.

Qualifications

• Bachelor’s degree required.
• 5 or more years of retirement plan service experience preferred.
• Working knowledge of retirement plan laws and regulations preferred.
• Ongoing industry training and continuing education.
• Retirement plan industry credentials and/or designations.
• Detailed knowledge of Microsoft Office and Adobe Suite.
• Experience with various virtual meeting platforms.

Pay

Base pay range: $56,000–$65,000 annually. Salary is based on factors including job duties, required qualifications, relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits

• Competitive 401(k) match, profit sharing, and 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.
• Pre-tax health savings accounts and flexible spending accounts for eligible associates.