Retirement Plan Advisor

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Sentinel Group Logo

Sentinel Group

πŸ’΅ $60k-$200k
πŸ“Remote - Worldwide

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
This job is filled or no longer available