VP, Advisor Solutions

🔥 0 minutes ago

🌵 Arizona, Colorado, +6 more states – Remote

🌵 Arizona – Remote ⛰️ Colorado – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote ⛷️ Utah – Remote 🦬 Wyoming – 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 existing partner/referral relationships • Build ecosystem partnerships and business referral relationships • Become a trusted advisor within prospects’ decision-making processes to win business and develop long-term client relationships • Build a balanced pipeline of target prospects through advisor and COI relationships and traditional prospecting methods, including cold calling, email, phone, LinkedIn, webinars, and in-person meetings • Qualify or disqualify opportunities quickly based on 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 the company 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, but willing to train • High level of familiarity with defined contribution and defined benefit retirement plans • Good understanding of relevant ERISA regulations and plan design • Strong analytical skills and 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 them into prospects • Willingness to travel for in-person meetings • Candidates must be located in the Mountain West market: Idaho, Montana, Wyoming, Colorado, Utah, Nevada, Arizona, New Mexico

🏖️ 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, and wellness days • Free guidance from a Financial Planner for retirement investments • Four-week paid sabbatical after 10 years of service • PTO (vacation, sick, personal time bank) • FTO after 2 years of service • 12 paid holidays (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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