Retirement Plan Advisor, Sales

Sentinel is seeking a highly accomplished sales professional to be a key contributor to their sales team, focusing on developing new business and providing fiduciary guidance to Plan Sponsors. This role involves connecting with clients, building relationships, and delivering expert investment advice and financial wellness services. The ideal candidate will have a proven track record of prospecting and closing new business and demonstrating a commitment to fiduciary governance.

Requirements

• A passion for consulting and connecting with clients
• Superior presentation skills
• DC/DB consulting experience including plan design and documents
• Active listening skills
• Excellent organizational, communication, and follow-up skills
• Proficient in Excel, Word, PowerPoint
• Ability to learn and use different software packages

Benefits

• PTO
• Paid Holidays
• Community Volunteer Days
• Summer Half Days
• Medical, Dental, Vision
• Life Insurance
• LTD & STD
• Retirement Plan
• Parental Leave