Retirement Plan Advisor, Sales

🕒 il y a 14 jours

🦌 Connecticut, Florida, +13 états de plus – Distant

🦌 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 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

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Sentinel Group

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1987

💼 Conseil

🛡️ Assurance

🏥 Santé

Consulting • Insurance • Healthcare

Le Groupe Sentinel est un service de planification financière qui aide les particuliers, les employeurs et les professionnels de la finance à organiser et à gérer leurs finances pour divers événements de la vie. Leurs services incluent la budgétisation, la planification de la retraite, la gestion des dettes et l'assurance vie, fournissant aux clients des outils et des ressources pour atteindre le bien-être financier. Ils proposent également des webinaires éducatifs pour aider les individus à comprendre et améliorer leur santé financière.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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)