
201 - 500 employees
Founded 1987
💼 Consulting
🛡️ Insurance
🏥 Healthcare
Consulting • Insurance • Healthcare
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.
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201 - 500 employees
Founded 1987
💼 Consulting
🛡️ Insurance
🏥 Healthcare
Consulting • Insurance • Healthcare
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.
• Respond to clients via telephone and electronic inquiry tools for multiple lines of business • Use problem-solving skills to assist participants with their requests • Apply industry, systems, processes, and available-resource knowledge to provide complete and accurate solutions • Represent Sentinel to participants and demonstrate superior quality service • Serve as a liaison between participants and internal departments by building relationships
• Customer-centric attitude and commitment to doing what is right for participants • Positive and fun perspective in daily interactions • Team player and continuous learner • Ability to provide and accept feedback and apply it to improve work processes • Openness to new learning opportunities and desire to grow within the company • Quick learner able to multitask and work in multiple applications • Participant-facing customer service experience preferred • Sincere interest in working within and learning about the financial services industry • Passion for customer service • Team-oriented attitude and ability to work well with others toward common goals • Experience in benefits administration, human resources, investment services, and/or related fields preferred • Bachelor's degree preferred but not required • Ability to work Monday-Friday, 10:30am-7:00pm EST • Candidates must be located in Massachusetts, New York, Michigan, Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maine, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, or Washington
• 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 with your retirement investments • Four-week paid sabbatical after 10 years of service • PTO (vacation, sick, personal time bank) • FTO (Flexible time off for vacation, sick, and personal time) 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
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