Retirement Plan Sales Jobs

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Retirement Plan Advisor, Business Development

Sentinel Group Wakefield, MA

Wakefield, MA

Today

Full time Marketing Account Management Business Development

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Job Description

A Boston area retirement plan advisory professional is sought to develop new business on-site in Wakefield, MA, providing fiduciary guidance to Plan Sponsors and supporting defined contribution plan management.

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

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