VP, Advisor Solutions – Pacific Coast Region

🔥 2 minutes ago

🐻 Alaska, California, +3 more states – Remote

🐻 Alaska – Remote 🏄 California – Remote 🌺 Hawaii – Remote 🌲 Oregon – Remote ☕ Washington – Remote

💵 $85k - $125k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Sentinel Group

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Develop new business and contribute to sales efforts focused on wholesaling Sentinel Group’s retirement plan Record-Keeping and Third Party Administrative services to financial advisors • Build out a new territory through prospecting, sourcing, establishing financial advisor channels, and maximizing partner/referral relationships • Build ecosystem partnerships and business referral relationships aligned with Sentinel Group’s values and behaviors • Become a trusted advisor within prospects’ decision-making processes to gain business and develop long-term client relationships • Build a balanced pipeline of target prospects through advisor and COI relationships and traditional prospecting, including cold calling, email, phone, LinkedIn, webinars, and in-person meetings • Qualify or disqualify opportunities quickly by understanding best-fit opportunities and decision-making personas • Develop direct relationships and work through advisors to engage Sentinel as their Record-Keeper and Third Party Administrator • Educate prospects on Sentinel’s products and services and differentiate Sentinel from more recognized brands • Communicate with colleagues at all levels of the organization

🎯 Requirements

• 3-5+ years’ experience in a B2B sales cycle role preferred; employer is willing to train • High level of familiarity with defined contribution and defined benefits retirement plans • Good understanding of relevant ERISA regulations and plan design • Strong analytical skills • Attention to detail • Excellent communication and collaboration abilities • Proficient in Excel, Word, and PowerPoint • Ability to learn and use different software packages • Familiarity with relevant sales tools, CRM systems, and internal software • ASPPA QPFC, QPFA, or QKA designation is a nice-to-have • Strong network and demonstrated track record of initiating direct contacts with financial advisors and developing prospects • Open to candidates in the Pacific Coast market: California, Oregon, Washington, Hawaii, or Alaska

🏖️ 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, including holiday parties, summer cookouts, wellness days, and similar events • Free guidance from a Financial Planner for retirement investments • Four-week paid sabbatical after 10 years of service • PTO covering vacation, sick, and personal time • 12 paid holidays, including 10 stated and 2 floating holidays • 2 Community Volunteer Days • 5 Summer Half Days • Medical, Dental, and Vision insurance • Life Insurance • LTD & STD • Retirement Plan with 4% Employer Match • Commission opportunities through sales

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