Retirement Plan Advisor, Sales

🔥 2 hours ago

🦌 Connecticut, Florida, +13 more states – 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

💵 $65k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

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Sentinel Group

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1987

💸 Finance

💳 Fintech

👥 B2C

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.

📋 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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)