VP, Advisor Channel Consulting
Location Note: This is a remote role.
The Purpose of Your Role:
As VP, Advisor Channel Consulting, you’ll own a new, high-visibility territory and play a central role in the continued growth of Sentinel’s advisor-focused retirement business. This is an opportunity to:
- Build something: You’ll shape and grow a new territory, develop advisor relationships, and leave a clear fingerprint on our Retirement Plan Services growth plan.
- Work with motivated, growth-minded peers: You’ll join a team that values curiosity, collaboration, and a “plan and play to win” mindset.
- Grow your career and income: You’ll have meaningful earning potential through base salary, commissions, and long-term career paths in a growing, award‑winning firm.
- Enjoy flexibility and balance: This is a remote role, supported by a culture that values results, trust, and taking care of our people.
What you’ll be responsible for:
- In this role, you’ll be a key driver of Sentinel’s advisor channel strategy, focused on wholesaling retirement plan recordkeeping and third‑party administration services to financial advisors. You’ll help advisors see why Sentinel can be the right partner for their retirement business.
You will:
- Become a trusted partner to advisors by understanding their book of business, their clients’ needs, and how Sentinel’s solutions can help them deliver better outcomes.
- Create and manage a balanced pipeline using both advisor relationships and traditional prospecting (cold calling, email, phone, LinkedIn, webinars, and in‑person meetings).
- Educate and influence decision-makers by clearly explaining how Sentinel compares to larger, more recognized brands, and why our approach is different.
- Collaborate across Sentinel with internal partners to deliver a smooth experience for advisors and plan sponsors—from initial conversations through onboarding and ongoing service.
- Continuously improve how you work by focusing on high‑value activities, refining your approach, and sharing best practices with the team.
What you'll bring to Sentinel:
You’ll be successful in this role if you:
- Are energized by building something new—from opening a territory to developing advisor channels and referral networks.
- Excel at building strong ecosystems of partners and centers of influence, and you enjoy representing a firm whose values you’re proud to share.
- Can navigate complex buying processes, becoming a trusted voice within a prospect’s decision-making group.
- Have strong verbal and written communication skills, and are comfortable presenting to advisors and other stakeholders.
- Know how to prioritize high‑value activities and quickly qualify or disqualify opportunities.
- Are comfortable using CRM and sales tools to manage your pipeline and stay organized.
- Demonstrate a growth mindset—you seek feedback, embrace change, and celebrate progress.
- Communicate well across the organization and enjoy partnering with colleagues at all levels.
About you:
You may be a great fit if you see yourself in statements like these:
- You’re an innovative thinker who wants to move clients and advisor partners forward—not just maintain the status quo.
- You have customer focus, drive, and determination, and you’re comfortable challenging conventional approaches when it benefits advisors and their clients.
- You’re a detail‑oriented sales professional who wants to become the go‑to partner for retirement-focused advisors.
- You like the idea of representing a firm with an excellent reputation, even if it’s not yet a national name—and you’re motivated by the chance to tell that story and grow our presence.
- You enjoy developing direct relationships with advisors and working through them to engage Sentinel as Recordkeeper and Third Party Administrator for their clients.
Preferred qualifications:
- 3–5+ years of experience in a B2B sales role (preferred), but we are open to training the right person with strong potential.
- High familiarity with defined contribution and defined benefit retirement plans, including a good understanding of relevant ERISA regulations and plan design.
- Strong analytical skills, high attention to detail, and excellent communication and collaboration abilities.
- Proficiency in Excel, Word, and PowerPoint, and a comfort level learning new software and tools.
- Experience with CRM systems and sales tools to manage activities and opportunities.
- ASPPA QPFC, QPFA or QKA designation (or interest in pursuing one).
- If you’re excited about this opportunity but don’t meet every single requirement, we still encourage you to apply.
- Base salary range: $85,000–$125,000, depending on experience.
- Additional earning potential: Significant commission opportunities based on sales performance.
What you’ll be part of:
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recognized by The Boston Globe as a Top Place to Work in 2020, 2023, and 2025. The firm also earned the Top Workplaces USA Award from Energage through 2021-2026.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other way. So even if you don’t meet every single requirement, please consider applying if you like what you see. Our priority is to find talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate about what they do.
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.
Some of our Benefits:
- PTO (vacation, sick, personal time bank)
- FTO (Flexible time off for vacation, sick, and personal time) after 2 years of service
- 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 4% Employer Match
- Parental Leave
See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team
Who we are:
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35+ years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. With a 9-year average associate tenure among our 265 professionals, our team’s commitment to excellent service has positioned Sentinel as the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.
Our ultimate goal is to help companies and their employees prepare for their future health, wealth and retirement needs. Whether it’s through retirement plans, group health insurance, reimbursement accounts or financial planning, we engineer simple solutions and continuously strive to make them better. Our in-house experts – and their commitment to excellence – define who we are.
Sentinel is also one of the largest employee benefits firms in Massachusetts (Boston Business Journal) and was named a 2022 Retirement Plan Adviser of the Year in the Mentorship category (PLANADVISER Magazine).
