Retirement Plan Advisor, Sales

Sentinel Group

Retirement Plan Advisor developing new business and offering fiduciary guidance for DC plan management. Join our team providing comprehensive retirement and compliance services to clients in the US.

Posted 7/24/2026full-timeRemote • Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Virginia • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan management, including investments, compliance, and plan design, while effectively developing new business relationships and providing fiduciary guidance. Strong communication and organizational skills are essential for success in sales and client engagement.

Highest-signal resume keywords

Sales Experience in Retirement ServicesFiduciary GuidanceLicensed (Series 65)Proficient in Excel, Word, PowerPoint5+ Years in Advisory and Compliance Services

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ExperienceRetirement KnowledgeCompliance ServicesPlan DesignFinancial Wellness

Soft Skills

Organizational SkillsCommunication SkillsPresentation SkillsFollow-Up Skills

Certifications & Qualifications

Series 65 LicenseLife, Accident and Health License

Industry Keywords

Plan SponsorsDC Plan ManagementInvestment ManagementService ProvidersCenters of Influence

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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)