Retirement Plan Advisor

Summary

The job is for a Sales Professional based in the Boston area to develop new business and offer fiduciary guidance to Plan Sponsors. The candidate should have experience in DC/DB consulting, excellent communication skills, and be able to lead, train, and motivate their peers and clients.

Requirements

• Bachelor’s degree from an accredited College or University or equivalent experience
• 5 + years of sales experience
• Excellent organizational, communication, presentation, and follow-up skills
• Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages

Responsibilities

• Identify and research potential clients, including businesses and employers seeking retirement plan solutions
• Initiate contact through cold calling, networking, referrals, and other lead generation methods
• Build business by establishing relationships with current and prospective clients and educate them about Sentinel’s services
• Work closely with marketing department as liaison on client/prospect events and email campaigns, etc
• Design and present tailored retirement plan proposals that align with the client's company size, objectives, and employee requirements
• Collaborate with internal teams to ensure the proposed plans adhere to compliance and regulatory standards
• Stay informed about industry trends, retirement plan regulations, and changes in the DC/DB landscape to provide accurate and up-to-date advice to clients

Preferred Qualifications

• 5 + years of sales experience in retirement, advisory, and compliance services
• Retirement knowledge
• AIF (Accredited Investment Fiduciary)
• CFP
• Licensed (Series 65) and Life, Accident and Health

Benefits

• PTO (vacation, sick, personal time bank) - unlimited 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, Vision
• Life Insurance
• LTD & STD
• Retirement Plan with 3.75% Employer Match
• Parental Leave