
Finance • Fintech • B2C
Sentinel Group is a financial planning service that assists individuals, employers, and financial professionals in organizing and managing finances for various life events. Their services include budgeting, retirement planning, debt management, and life insurance, providing clients with tools and resources to achieve financial wellness. They also offer educational webinars to help individuals understand and improve their financial health.
September 6
Develop new retirement plan business and provide fiduciary advisory services to plan sponsors at Sentinel Group. Drive sales, build relationships, and manage DC plan consulting.
August 27
Lead sales to develop advisor channels and sell Sentinel's record-keeping and third-party administration services. Build pipeline, prospect, and close retirement plan business.