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; conduct 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; communicate them effectively to current and prospective clients.
• Work with team members to identify and suggest areas of improvement for 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.
• 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. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits

• Competitive benefits package including 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.