Advisor Solutions VP – Pacific Coast

sentinelgroup; United States; Remote; USD 85,000 - 125,000; Full time

Benefits offered by this job

PTO

12 Paid Holidays

Medical, Dental, Vision

Retirement Plan with 4% Employer Match

Parental Leave

Job summary

Sentinel Group seeks a results-driven sales professional to develop a new territory and drive retirement plan services to financial advisors. The role combines prospecting, relationship building, and strategic outreach to create a robust advisor network across the Pacific Coast market.

You will engage in in-person meetings and travel as needed, manage a balanced pipeline, and articulate Sentinel’s value proposition to ensure long‑term partnerships with advisors and COIs.

Qualifications

• 3–5+ years in B2B sales cycle role (preferred)
• Strong familiarity with defined contribution/defined benefits retirement plans and ERISA concepts
• Strong analytical and collaboration abilities
• Proficiency with Excel, Word, PowerPoint
• Familiarity with CRM systems and internal software

Responsibilities

• Act as trusted advisor during prospect decision-making to secure long-term relationships
• Maintain a balanced pipeline by engaging advisors, COIs, and via traditional prospecting (cold calls, email, phone, LinkedIn, webinars, in-person)
• Identify high-value activities and target opportunities to qualify or disqualify quickly
• Understand decision-making personas to tailor outreach and opportunities
• Communicate effectively with colleagues at all organizational levels

Skills

Territory development

Advisor network

CRM systems

Communication skills

Prospecting

Tools

Excel

Word

PowerPoint

CRM systems

Job description

Sentinel Group seeks a results-driven sales professional to develop a new territory and drive retirement plan services to financial advisors. The role combines prospecting, relationship building, and strategic outreach to create a robust advisor network across the Pacific Coast market.

You will engage in in-person meetings and travel as needed, manage a balanced pipeline, and articulate Sentinel’s value proposition to ensure long‑term partnerships with advisors and COIs.