Retirement Plan Advisor, SalesSentinel Group • New York, New York, United States
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Retirement Plan Advisor, Sales
Sentinel Group
- New York, New York, United States
- New York, New York, United States
Über
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.
What you'll bring to Sentinel
A passion for consulting and connecting with clients
DC/DB consulting experience including plan design and documents
Familiarity with DC markets and record keepers
Active listener and the ability to provide solutions to our clients
The ability to develop and maintain relationships with different Centers of Influence
What you’ll be responsible for
Sentinel Overview: Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers its clients.
Cross-Sell Opportunities: Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services.
Prospect Meetings: Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options.
Networking: Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
Build Centers of Influence: Develop relationships with various referral partners through networking and education.
Industry Expert: Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations.
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward—someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
Preferred qualifications
Bachelor’s degree from an accredited College or University or equivalent work experience
5+ years of sales experience in retirement, advisory, and compliance services
Previous sales and retirement knowledge required
Licensed (Series 65) and Life, Accident and Health
Excellent organizational, communication, presentation, and follow‑up skills
Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.
Base Salary: $65,000‑$125,000* with opportunity to earn commissions above salary range.
Base Salary: $65,000-$125,000* with opportunity to earn commissions above salary range.
At Sentinel, compensation is calibrated to your geographic location to reflect local market conditions; the posted salary range may vary based on where you live.
Some of our Benefits
FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
12 Paid Holidays (10 stated and 2 floating holidays)
Sentinel is an equal opportunity employer and welcomes everyone to our team. If you need reasonable adjustments at any point in the application or interview process, please let us know.
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Sprachkenntnisse
- English
Hinweis für Nutzer
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