Retirement Plan Advisor, Sales

🕒 Julho 24

🦌 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

💵 $65.000 - $125.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤑 Vendas

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Sentinel Group

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1987

💼 Consultoria

🛡️ Seguros

🏥 Saúde

Consulting • Insurance • Healthcare

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 our sales effort. • Offer fiduciary guidance to Plan Sponsors. • Support all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness. • Develop new direct contacts and developing those contacts into new prospects and Centers of Influence.

🎯 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.

🏖️ Benefícios

• 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 (After 10 years of service, we reward employees for their hard work by offering a four-week paid sabbatical to rejuvenate)