Remote Retirement Plan Advisor: Fiduciary Guidance

sentinelgroup; United States; Remote; USD 65,000 - 125,000; Full time

Benefits offered by this job

PTO

Flexible time off

12 Paid Holidays

Community volunteer days

Summer half days

Medical

Dental

Vision

Life Insurance

LTD & STD

Retirement plan match

Parental leave

Job summary

Sentinel Group is seeking an accomplished sales professional for a remote role focused on developing new business in retirement planning and fiduciary guidance for plan sponsors. The ideal candidate will hunt and establish Centers of Influence, educate clients on the full range of Sentinel services, and lead cross-functional collaboration to expand our advisory footprint.

You will work with plan sponsors in a fiduciary capacity and leverage industry best practices to manage client needs, with

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of sales experience in retirement, advisory, and compliance services.
• Licensed (Series 65) and Life, Accident and Health.
• Excellent organizational, communication, presentation, and follow-up skills.
• Proficient in Excel, Word, PowerPoint and ability to learn software packages.

Responsibilities

• Sentinel Overview: Establish relationships with Sentinel Associates across the organization to understand products and services.
• Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them on Sentinel’s services.
• Prospect Meetings: Identify opportunities by qualifying prospects and evaluating their position in the industry.
• Networking: Liaise with the marketing department on client/prospect events and campaigns.
• Build Centers of Influence: Develop relationships with referral partners through networking and education.
• Industry Expert: Maintain knowledge by attending workshops and participating in professional networks.

Skills

Sales experience

Presentation skills

Relationship building

Communication skills

Client relations

Education

Bachelor’s degree

Tools

Excel

Word

PowerPoint

Job description

Sentinel Group is seeking an accomplished sales professional for a remote role focused on developing new business in retirement planning and fiduciary guidance for plan sponsors. The ideal candidate will hunt and establish Centers of Influence, educate clients on the full range of Sentinel services, and lead cross-functional collaboration to expand our advisory footprint.

You will work with plan sponsors in a fiduciary capacity and leverage industry best practices to manage client needs, with