VP, Advisor Channel Consulting

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August 27

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Sentinel Group

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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.

201 - 500 employees

Founded 1987

💸 Finance

💳 Fintech

👥 B2C

📋 Description

• New sales role to develop business wholesaling Sentinel Group’s retirement plan Record-Keeping and Third Party Administrative services to financial advisors. • Hunt and initiate new direct contacts with advisors/brokers and develop those contacts into prospects. • Become a trusted advisor in prospects’ decision-making process to gain successful business and long-term client relationships. • Build a balanced pipeline through trusted relationships and prospecting (cold calling, email, phone, LinkedIn, webinars, in person meetings). • Qualify opportunities using understanding of best-fit opportunities and decision-making personas. • Use CRM and other sales tools; present effectively and communicate across the organization. • Drive growth of Retirement Plan Services and educate prospects on why Sentinel is a better choice than larger brands.

🎯 Requirements

• Ability to build out a new territory from prospecting, sourcing, establishing new financial advisor channels and maximizing existing partner/referral relationships. • Ability to build strong ecosystem partnerships and business referral relationships to share Sentinel Group values and behaviors. • Become a trusted advisor within the prospect’s decision-making process to win business and long-term client relationships. • Consistently build a balanced pipeline through trusted relationships and traditional prospecting (cold calling, email, phone, LinkedIn, webinars, in person meetings). • Understand differences between high-value and low-value activities; qualify or disqualify opportunities quickly. • Strong verbal and written communication, interpersonal and presentation skills. • Familiarity with relevant sales tools, CRM systems, and internal software. • Willingness to seek perpetual growth; plan and play to win mindset. • Ability to communicate with colleagues at all levels of the organization. • 3-5+ years’ experience in a B2B sales cycle role preferred (willing to train). • High level familiarity with defined contribution and defined benefit retirement plans; good understanding of ERISA regulations and plan design. • Strong analytical skills, attention to detail and collaboration abilities. • Proficient in Excel, Word, PowerPoint and ability to learn different software packages. • Nice to have: ASPPA QPFC, QPFA or QKA designation.

🏖️ Benefits

• 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 (After 10 years of service, four-week paid sabbatical) • PTO (vacation, sick, personal time bank) • FTO (Flexible time off) after 2 years • 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