Retirement Plan Advisor, Sales

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🕒 Setembro 6, 2025

🦌 Connecticut, Florida, +13 estados a mais – Remoto

🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote ⚔️ Virginia – Remote

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Sentinel Group

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1987

💸 Finanças

💳 Fintech

👥 B2C

Finance • Fintech • B2C

O Grupo Sentinel é um serviço de planejamento financeiro que auxilia indivíduos, empregadores e profissionais financeiros na organização e gerenciamento das finanças para diversos eventos da vida. Seus serviços incluem orçamento, planejamento de aposentadoria, gestão de dívidas e seguro de vida, oferecendo aos clientes ferramentas e recursos para alcançar o bem-estar financeiro. Eles também oferecem webinars educacionais para ajudar as pessoas a compreender e melhorar sua saúde financeira.

Descrição

• Develop new business and be a critical contributor in sales efforts as a Retirement Plan Advisor • Offer fiduciary guidance to Plan Sponsors covering investments, compliance, plan design, service providers, and financial wellness • Hunt and initiate new direct contacts and develop those contacts into prospects and Centers of Influence • Work with Plan Sponsors in a fiduciary capacity and provide 3(21) and 3(38) advisory services • Establish relationships across Sentinel to understand and cross-sell products and services • Identify business opportunities by qualifying prospects, researching and analyzing sales options • Act as liaison with marketing on client/prospect events and email campaigns • Develop relationships with referral partners through networking and education • Maintain professional and technical knowledge by attending workshops and participating in professional associations • Lead, train, and motivate peers and clients; present and communicate solutions effectively

🎯 Requisitos

• 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 • 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 • Ability to lead, train, and motivate peers and clients • Entrepreneurial spirit, customer focus, drive, determination, and flexibility to embrace change

🏖️ Benefícios

• We believe in and practice diversity, equity and inclusion • Flexible work schedules, including remote and hybrid options • Career pathing and career development • Parental leave and family care programs • Mental health resources • Tuition reimbursement program • Generous time off policies, including unlimited Flexible Time Off after 2 years of service • Employee events (holiday parties, summer cookouts, wellness days, etc.) • Free guidance from a Financial Planner who will help you with your retirement investments • Sentinel Recharge (four-week paid sabbatical after 10 years of service) • PTO (vacation, sick, personal time bank) • FTO (Flexible time off) 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