Hybrid Retirement-Plan Advocate for Advisors

Sentinel Group; Wakefield (MA); Hybride; USD 47 000 - 63 000; Plein temps

Avantages offerts par ce poste

PTO and holidays

Retirement plan with 4% employer match

Medical, Dental, Vision

Life Insurance

Parental Leave

Résumé du poste

Sentinel Group in Wakefield, MA is seeking a relationship-driven Internal Retirement Plan Wholesaler to grow our advisor network and support new-business opportunities. You will help advisors understand open-architecture retirement-plan solutions, educate participants, and coordinate proposals through the sales process.

You will partner with external wholesalers, manage inquiries, qualify opportunities, and help align plan design with client objectives while balancing compliance and service

Qualifications

• Three or more years of experience in financial services or related field.
• Strong written, verbal, and presentation skills with financial professionals.
• Consultative sales and relationship-management skills with proactive outreach.
• Proficiency with Microsoft Office and Salesforce CRM.
• Excellent research, organizational, time-management, and follow-through skills.
• Ability to follow Sentinel policies and compliance requirements.

Responsabilités

• Partner with external wholesalers to support territory growth, advisor relationships, prospecting, and new-business development.
• Serve as a responsive day-to-day resource for retirement plan advisors.
• Conduct proactive outreach and follow-up through phone, email, virtual meetings, conferences, and other approved activities.
• Qualify opportunities by understanding prospect details, buying process, and decision-makers.
• Explain management of Defined Contribution plan recordkeeping, participant education, and fiduciary-support services.
• Gather and organize plan information for proposals, RFPs, pricing, and implementation planning.
• Prepare or coordinate proposals, illustrations, presentations, and follow-up materials.
• Participate in team meetings and process-improvement initiatives.
• Perform other related duties as assigned.

Connaissances

Relationship-building

Communication

Organization

Consultative-sales

CRM (Salesforce)

Proactive-outreach

Collaboration

Outils

Salesforce

Microsoft Office

Description du poste

Sentinel Group in Wakefield, MA is seeking a relationship-driven Internal Retirement Plan Wholesaler to grow our advisor network and support new-business opportunities. You will help advisors understand open-architecture retirement-plan solutions, educate participants, and coordinate proposals through the sales process.

You will partner with external wholesalers, manage inquiries, qualify opportunities, and help align plan design with client objectives while balancing compliance and service