Retirement Plan Advisor, Sales

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🕒 vor 9 Monaten

🦌 Connecticut, Florida, +13 weitere Bundesländer – Remote

🦌 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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🟡 Mittelstufe

🟠 Senior

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Sentinel Group

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 1987

💸 Finanzen

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Die Sentinel Group ist ein Finanzplanungsdienst, der Einzelpersonen, Arbeitgebern und Finanzfachleuten bei der Organisation und Verwaltung von Finanzen für verschiedene Lebensereignisse unterstützt. Zu ihren Dienstleistungen gehören Budgetierung, Altersvorsorgeplanung, Schuldenmanagement und Lebensversicherung, wodurch sie den Kunden Werkzeuge und Ressourcen zur Verfügung stellen, um finanzielles Wohlbefinden zu erreichen. Sie bieten auch Bildungs-Webinare an, um Einzelpersonen zu helfen, ihre finanzielle Gesundheit zu verstehen und zu verbessern.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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