Retirement Plan Advisor, Business Development

Responsibilities

• Build internal relationships with Sentinel Associates across the organization to gain a clear understanding of Sentinel’s products and client solutions.
• Grow the business by engaging current and prospective clients and educating them on Sentinel’s full range of services.
• Qualify prospects, assess their position in the market, and research sales options to identify opportunities.
• Develop a scalable RFP process and deliver responses for new prospects and cross-sell opportunities.
• Collaborate with Marketing as the liaison for client and prospect events and email campaigns.
• Maintain professional and technical knowledge by attending workshops, reading publications, and participating in professional networks.
• Demonstrate a track record of hunting and turning new direct contacts into prospects and Centers of Influence.

Requirements

• Strong passion for consulting and client engagement
• Excellent presentation skills
• DC/DB consulting experience including plan design and documents
• Familiarity with DC markets and recordkeepers
• Active listening with the ability to provide client solutions
• Ability to develop and maintain relationships with Centers of Influence
• Bachelor’s degree from an accredited college or university
• 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 the ability to learn additional software packages

Technologies

• Excel
• Word
• PowerPoint

Benefits

• Paid vacation
• 9 holidays
• 1 floating holiday
• Company-sponsored medical insurance
• Dental insurance
• Life insurance
• AD&D
• Short-term disability
• Long-term disability
• 401(k) plan
• Free parking

The Purpose of the Role

• Offer opportunity for a high-performing sales professional to develop new business and contribute to the Boston area sales effort
• Provide fiduciary guidance to Plan Sponsors through our advisory team
• Support all aspects of DC plan management including investments, compliance, plan design, service providers, and financial wellness
• Target a candidate capable of making a significant impact within Sentinel
• Be part of Sentinel’s growth plan, demonstrating a history of hunting and converting direct contacts into new prospects and Centers of Influence
• Operate in a fiduciary capacity with Plan Sponsors as part of our Retirement Plan Advisory team
• Deliver comprehensive support beyond investment advice, including plan management resources and 3(21) and 3(38) advisory services
• Adhere to fiduciary governance practices as an independent team of accredited investment advisors
• Support due diligence, fee benchmarking, ERISA compliance, investment monitoring, and plan performance tracking to manage fiduciary risk
• Lead, train, and motivate peers and clients to achieve excellence

The Expertise We’re Looking For

• Passion for consulting and connecting with clients
• Strong presentation skills
• DC/DB consulting experience including plan design and documentation
• Familiarity with DC markets and recordkeepers
• Active listening with the ability to provide client solutions
• Ability to develop and maintain relationships with Centers of Influence

The Behaviors

• Integrity — customer-centric attitude and commitment to doing right for clients
• Expertise — collaborative team player, continuous learner, sharing knowledge
• Empowerment — strong organizational skills, prioritization, independent problem-solving
• Excellence — detail-oriented, quality results, clear communication with clients and teams
• Innovation — quick learner, collaborative, contributes ideas to enhance service

The Excellence You Deliver

• Establish relationships across Sentinel to understand available products and solutions
• Grow business by engaging clients and prospects and educating them on Sentinel services
• Identify opportunities by evaluating prospects and researching sales options
• Develop a scalable RFP process and respond to RFPs for new and cross-sell opportunities
• Coordinate with Marketing on client and prospect events and email campaigns
• Maintain current knowledge through workshops, publications, and professional networks

About You

• Natural leaders with outgoing personalities capable of building and networking relationships
• Innovative, entrepreneurial mindset with customer focus, drive, determination, and willingness to challenge the status quo
• Flexible and adaptable to a changing industry landscape

Education, Skills and Experience

• Bachelor’s degree from an accredited college or university
• 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 the ability to learn software

Our Company

• Sentinel Benefits & Financial Group serves more than 3,500 clients in the U.S. for 30 years, delivering dedicated service to people, clients, and communities
• Nearly 200 professionals aligned to a mission of excellent client service and a 9-year average associate tenure

Our Culture

• Our people care about the organization
• A mission to be the best in the industry
• Being part of a team that is special and valued
• Benefits include paid vacation, 9 holidays and 1 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long-term disability, 401(k), and free parking