Senior Advisor Solutions Lead – Pacific Coast, Remote

Sentinel Group; Pacific, Northern (MO, KY); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

PTO

Paid Holidays

Medical, Dental, Vision

Retirement Plan with 4% Employer Match

Parental Leave

Job summary

Sentinel Group is seeking a driven sales professional to develop a new territory and drive wholesale retirement plan services to financial advisors. You will build advisor channels, nurture partnerships, and expand Sentinel's Record-Keeping and Third Party Administrative offerings.

Ideal candidates bring 3–5+ years in B2B sales, strong knowledge of retirement plans, and solid CRM/analytical capabilities. Remote role with travel, open to Pacific Coast candidates, with competitive base salary and

Qualifications

• 3–5+ years in B2B sales cycle (preferred)
• Familiarity with defined contribution/defined benefits retirement plans
• Strong analytical skills with attention to detail
• Proficient in Excel, Word and PowerPoint
• Familiarity with CRM systems and internal software

Responsibilities

• Build a balanced pipeline by prospecting advisors and COIs and through traditional methods (cold calls, emails, calls, LinkedIn, webinars, in-person meetings)
• Develop trusted advisor relationships and win new business and long-term client relationships
• Qualify opportunities by understanding decision-making personas and value drivers
• Communicate effectively with colleagues at all levels of the organization
• Demonstrate willingness to grow continuously and embrace the sales process
• Plan and execute a win-oriented sales strategy

Skills

B2B sales

CRM proficiency

Analytical skills

Excel

PowerPoint

Communication

Tools

CRM systems

Excel

Word

PowerPoint

Job description

Sentinel Group is seeking a driven sales professional to develop a new territory and drive wholesale retirement plan services to financial advisors. You will build advisor channels, nurture partnerships, and expand Sentinel's Record-Keeping and Third Party Administrative offerings.

Ideal candidates bring 3–5+ years in B2B sales, strong knowledge of retirement plans, and solid CRM/analytical capabilities. Remote role with travel, open to Pacific Coast candidates, with competitive base salary and