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Sentinel Group · 4 months ago

Retirement Plan Advisor, Sales

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Sentinel Group is a leading employee benefits firm with over 35 years of experience, dedicated to positively impacting the lives of clients and communities. They are seeking a Retirement Plan Advisor to develop new business and provide fiduciary guidance to Plan Sponsors, while managing all aspects of DC plan management, including investments and compliance.

ConsultingFinancial ServicesHealth Care

Culture & Values

Responsibilities

Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers its clients

Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services

Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options

Work closely with marketing department as liaison on client/prospect events and email campaigns, etc

Develop relationships with various referral partners through networking and education

Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations

Qualification

Sales experienceRetirement plan knowledgeFiduciary guidanceSeries 65 licenseLifeAccidentHealth licenseDC/DB consulting experienceNetworking skillsProficient in ExcelProficient in WordProficient in PowerPointCommunication skillsPresentation skillsOrganizational skillsActive listening