Sentinel Group

Retirement Plan Advisor, Sales

Sentinel Group

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Develop new business and be a critical contributor in sales efforts as a Retirement Plan Advisor
  • Offer fiduciary guidance to Plan Sponsors covering investments, compliance, plan design, service providers, and financial wellness
  • Hunt and initiate new direct contacts and develop those contacts into prospects and Centers of Influence
  • Work with Plan Sponsors in a fiduciary capacity and provide 3(21) and 3(38) advisory services
  • Establish relationships across Sentinel to understand and cross-sell products and services
  • Identify business opportunities by qualifying prospects, researching and analyzing sales options
  • Act as liaison with marketing on client/prospect events and email campaigns
  • Develop relationships with referral partners through networking and education
  • Maintain professional and technical knowledge by attending workshops and participating in professional associations
  • Lead, train, and motivate peers and clients; present and communicate solutions effectively

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
  • A passion for consulting and connecting with clients
  • Superior presentation skills
  • DC/DB consulting experience including plan design and documents
  • Familiarity with DC markets and record keepers
  • Active listener and the ability to provide solutions to our clients
  • The ability to develop and maintain relationships with different Centers of Influence
  • Ability to lead, train, and motivate peers and clients
  • Entrepreneurial spirit, customer focus, drive, determination, and flexibility to embrace change