Remote VP, Advisor Solutions — Retirement Plan Sales

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

Benefits offered by this job

PTO

Flexible time off after 2 years

12 Paid Holidays

Volunteer Days

Summer Half Days

Medical, Dental, Vision

Life Insurance

LTD & STD

Retirement Plan with 4% Employer Match

Parental Leave

Job summary

Sentinel Group is seeking a seasoned sales professional to build a new territory and drive growth selling retirement plan Record-Keeping and Third Party Administrative services to financial advisors. The role focuses on developing advisor channels, partnerships, and a balanced pipeline.

You will become a trusted advisor, qualify opportunities quickly, and leverage CRM tools, email, calls, LinkedIn, webinars, and in-person meetings.

Qualifications

• 3–5+ years in a B2B sales cycle role (or willing to train)
• Familiarity with defined contribution/defined benefits retirement plans and ERISA regulations
• Strong analytical, detail-oriented, and collaborative skills
• Proficient with Excel, Word, and PowerPoint; quick to learn new software
• Experience with CRM systems and advisor outreach tools

Responsibilities

• Develop a new territory by prospecting and sourcing financial advisor channels
• Establish and nurture partnerships and referral relationships
• Build and maintain a balanced pipeline of prospects through multiple channels (cold calls, email, phone, LinkedIn, webinars, in-person meetings)
• Qualify opportunities quickly using value-based messaging and decision-maker mapping
• Communicate effectively with colleagues at all organizational levels

Skills

B2B sales

Prospecting & pipeline

CRM familiarity

Communication skills

Presentation skills

Analytical skills

Team collaboration

Education

ASPPA QPFC/QPFA/QKA designation

Tools

CRM software

MS Office (Excel/Word/PowerPoint)

Job description

Sentinel Group is seeking a seasoned sales professional to build a new territory and drive growth selling retirement plan Record-Keeping and Third Party Administrative services to financial advisors. The role focuses on developing advisor channels, partnerships, and a balanced pipeline.

You will become a trusted advisor, qualify opportunities quickly, and leverage CRM tools, email, calls, LinkedIn, webinars, and in-person meetings.