π°$80k-$90k
Retirement Plan Advisor
closed
Sentinel Group
π΅ $60k-$200k
πRemote - 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
- Bachelorβs 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 Sentinelβs 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
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