Retirement Plan Advisor - Business Development

September 30, 2023

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Sentinel Group

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Easy for your people. Easy for your business. Easy for you.

Group Benefits • Retirement Plans • Investment Advice • Financial Services

201 - 500

Description

• We are offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort based in the Boston area. • Our Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors. Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness. • An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime. • Filling this critical role is an integral part of Sentinel’s growth plan and the successful candidate will have demonstrated that they are among a very small group of elite sales professionals in our industry. • An ability to demonstrate a track record of hunting and initiating new direct contacts and developing those contacts into new prospects and Centers of Influence is critical for the successful candidate. • Our Retirement Plan Advisory team works with Plan Sponsors in a fiduciary capacity. We do more than provide investment expertise, plan management resources and 3(21) and 3(38) advisory services—we take the time to understand our client’s business and relate to their concerns. • Our independent team of accredited investment advisors follows industry best practices for fiduciary governance when advising clients. • As a CEFEX certified firm, Sentinel Pension Advisors undergoes a rigorous, annual audit to ensure we are doing the job right for our clients. • From due diligence, fee benchmarking, and ERISA regulatory compliance to monitoring investments and tracking plan performance, our fiduciary governance services help manage fiduciary risk for our clients while improving overall plan performance for plan participants. • The right candidate not only has expertise and experience needed, but the ability to lead, train, and motivate their peers and clients.

Requirements

• Preferred qualifications: - 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. • Nice to haves: - 5+ years of sales experience in retirement, advisory, and compliance services - Retirement knowledge - AIF (Accredited Investment Fidiciary) - CFP Licensed (Series 65) and Life, Accident and Health

Benefits

• PTO (vacation, sick, personal time bank) • 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