Retirement Plan Advisor, Business Development

Location: New England, Greater New York,and Greater Detroit areas 

The Purpose of the role:

We are offering a highly accomplished sales professional an opportunity to develop new business and be a critical contributor in our sales effort based in the Boston area. Our Advisors have a proven track record of offering fiduciary guidance to Plan Sponsors.  Their expertise supports all aspects of DC plan management including investments, compliance, plan design, services providers, and financial wellness.  An already successful sales executive seeking to make a big impact on a great company will find this opportunity a job of a lifetime. 

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. The right candidate not only has expertise and experience needed, but the ability to lead, train, and motivate their peers and clients.

What you'll bring to Sentinel:

• A passion for consulting and connecting with clients
• Superior presentation skills
• DC/DB consulting experience including plan design and documents
• Familiarity with DC markets and recordkeepers
• Active listener and the ability to provide solutions to our clients
• Consultative selling techniques to educate clients about the benefits of our services and the potential impact on their employees' financial futures

What you’ll be responsible for:

• Identify and research potential clients, including businesses and employers seeking retirement plan solutions
• Initiate contact through cold calling, networking, referrals, and other lead generation methods
• Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services
• Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
• Design and present tailored retirement plan proposals that align with the client's company size, objectives, and employee requirements
• Collaborate with internal teams to ensure the proposed plans adhere to compliance and regulatory standards
• Stay informed about industry trends, retirement plan regulations, and changes in the DC/DB landscape to provide accurate and up-to-date advice to clients

About you: 

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.

What you need to have:

Preferred qualifications:

• Bachelor’s degree from an accredited College or University or equivalent experience
• 5 +years of sales experience
• Excellent organizational, communication, presentation, and follow-up skills
• Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages. 

Nice to haves:

• 5 + years of sales experience in retirement, advisory,  and compliance services
• Retirement knowledge
• AIF (Accredited Investment Fidiciary)
• CFP
• Licensed (Series 65) and Life, Accident and Health

What you’ll be part of:

Our people care about our organization. We are a company with a mission to be the best in our industry and best within our company. Being part of this company means that you are part of something special.           

Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020. In 2021, 2022, and 2023 Sentinel earned a Top Workplace USA Awards from Energage.

At Sentinel, we hire people with all kinds of awesome experiences, backgrounds, and perspectives. We like it that 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 the brightest talent that can add to our team culture, those who actively contribute and who are excited 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) - unlimited FTO 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 3.75% 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 making a difference in the lives of our people, our clients and our community. 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).