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Internal Sales Analyst, Retirement Plan Services
BuseyInternal Sales Consultant role focused on growth and servicing in Retirement Plan Services. Collaborating with sales team and preparing proposals while enhancing existing client relationships.
Posted 8/1/2026full-timeUrbana • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $56,000 - $65,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan services, including strong analytical skills and robust communication abilities. Proficient in preparing proposal presentations and managing client relationships while adhering to retirement plan laws and regulations.
Highest-signal resume keywords
Retirement Plan Service ExperienceAnalytical SkillsOral And Written Communication SkillsMicrosoft Office ProficiencyAdobe Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan Service ExperienceAnalytical SkillsProposal PreparationClient OnboardingResearch And Analysis
Soft Skills
Communication SkillsDetail Orientation
Tools & Technologies
Microsoft OfficeAdobe SuiteVirtual Meeting Platforms
Industry Keywords
Retirement Plan LawsRetirement Plan Regulations
About the role
Key responsibilities & impact- Support sales growth and servicing existing relationships within the Retirement Plan Services Team
- Partner with the sales team to respond to proposal requests
- Research and analyze information for prospective clients
- Prepare proposal presentations based on analysis
- Respond to product and competitive positioning questions
- Schedule and prepare review materials for existing clients
- Assist with onboarding of new retirement plan business
Requirements
What you’ll need- Bachelor’s degree
- 5 or more years retirement plan service experience preferred
- Working knowledge of retirement plan laws and regulations preferred
- Robust oral and written communication skills
- Strong analytical skills
- Detailed knowledge of Microsoft Office and Adobe Suite
- Experience with various virtual meeting platforms
Benefits
Comp & perks- 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
- Employee assistance program