Senior Advisor Solutions Leader — Retirement Plans (Remote)

Sentinel Group; Michigan; On-site; USD 85,000 - 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 with 4% Employer Match

Parental Leave

Job summary

Sentinel Group in the United States is seeking a high-energy sales professional to drive new business in our retirement plan services. You will build direct relationships with financial advisors, convert prospects into clients, and expand our wholesale footprint for Record-Keeping and Third-Party Administrative services.

This role is remote with required travel for in-person meetings, targeting the Great Lakes market.

Qualifications

• 3-5+ years in B2B sales cycle role.
• Familiar with defined contribution and defined benefits retirement plans.
• Good understanding of ERISA regulations and plan design.
• Strong analytical, communication, and collaboration abilities.
• Proficient in Excel, Word and PowerPoint; CRM experience.

Responsibilities

• Develop and maintain a balanced pipeline of target prospects through advisor relationships and traditional prospecting.
• Become a trusted advisor in the prospect’s decision process to secure long-term relationships.
• Build ecosystem partnerships and referral relationships to share Sentinel values.
• Communicate with colleagues at all levels and qualify opportunities quickly.

Skills

New territory development

Prospecting

Relationship building

Pipeline management

Communication

Tools

CRM systems

Excel

Word

PowerPoint

Job description

Sentinel Group in the United States is seeking a high-energy sales professional to drive new business in our retirement plan services. You will build direct relationships with financial advisors, convert prospects into clients, and expand our wholesale footprint for Record-Keeping and Third-Party Administrative services.

This role is remote with required travel for in-person meetings, targeting the Great Lakes market.