Remote Retirement Plan Advisor: Fiduciary & Growth Specialist
Sentinel Group
Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.
Benefits offered by this job
Job summary
Sentinel Group, a remote role based in the United States, seeks an accomplished sales professional to develop new business and contribute to a fiduciary advisory team serving Plan Sponsors. The ideal candidate will hunt and convert prospects, build Centers of Influence, and collaborate with marketing on events and outreach.
Requirements include a bachelor’s degree, 5+ years in retirement/advisory sales, Series 65 license, life/health licenses, and strong presentation and relationship skills.
Qualifications
- Bachelor's degree or equivalent work experience required.
- 5+ years of sales experience in retirement, advisory, and compliance services preferred.
- Licensed (Series 65) and Life, Accident and Health.
- Excellent organizational, communication, presentation, and follow-up skills.
Responsibilities
- Establish relationships with Sentinel Associates to understand products and services.
- Identify opportunities by engaging current and prospective clients.
- Qualify prospects and guide them through decision processes.
- Collaborate with marketing on client events and campaigns.
- Develop relationships with referral partners and Centers of Influence.
- Maintain professional knowledge through workshops and publications.
Skills
Education
Tools
Job description
Sentinel Group, a remote role based in the United States, seeks an accomplished sales professional to develop new business and contribute to a fiduciary advisory team serving Plan Sponsors. The ideal candidate will hunt and convert prospects, build Centers of Influence, and collaborate with marketing on events and outreach.
Requirements include a bachelor’s degree, 5+ years in retirement/advisory sales, Series 65 license, life/health licenses, and strong presentation and relationship skills.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
