Retirement Plan Advisor, Sales

sentinelgroup; United States; Remote; USD 65.000 - 125.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Sales experience

Presentation skills

Relationship building

Communication skills

Client relations

Ausbildung

Bachelor’s degree

Tools

Excel

Word

PowerPoint

Jobbeschreibung

This is a remote/work from home role.

The Purposeof the role:

We are offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort. Our Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors.Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness.An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime.

Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite sales professionals in our industry.An ability to demonstrate a track record of hunting and initiating new direct contacts and developing those contacts into new prospects and Centers of Influence is critical for the successful candidate.

Our Retirement Plan Advisory team works with Plan Sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our client’s business and relate to their concerns. Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients.As a CEFEX certified firm,Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. From due diligence, fee benchmarking, and ERISA regulatory complianceto monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants.The right candidatenot onlyhas expertise and experience needed, but the ability to lead, train, and motivate their peers and clients.

What you’ll bring to Sentinel:

• A passion for consulting and connecting with clients
• Superior presentation skills
• DC/DB consulting experience including plan design and documents
• Familiarity with DC markets and record keepers
• Active listener and the ability to provide solutions to our clients
• The ability to develop and maintain relationships with different Centers of Influence

What you’ll be responsible for:

• Sentinel Overview: Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers its clients.
• Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services.
• Prospect Meetings: Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options.
• Networking: Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
• Build Centers of Influence: Develop relationships with various referral partners through networking and education.
• Industry Expert: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations.

About You:

We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

What you need to have:

Preferred qualifications:

• Bachelor’s degree from an accredited College or University or equivalent work experience
• 5 +years of sales experience in retirement, advisory, and compliance services
• Previous sales and retirement knowledge required
• Licensed (Series 65) and Life, Accident and Health
• Excellent organizational, communication, presentation, and follow-up skills
• Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.
• Base Salary: $65,000-$125,000* with opportunity to earn commissions above salary range.

At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live.

What you’ll be part of:

Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.

At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.

Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.

Some of our Benefits:

• PTO (vacation, sick, personal time bank)
• FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
• 12 Paid Holidays (10 stated and 2 floating holidays)
• 2 Community Volunteer Days
• 5 Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 4% Employer Match
• Parental Leave

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.

Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).