Retirement Plan Advisor, Business Development

Job Description

Job Description

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 .

The Expertise we’re looking for:

• 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
• The ability to develop and maintain relationships with different Centers of Influence

The Behaviors that you bring:

• Integrity – Your customer-centric attitude and commitment to doing what is right for our clients.
• Expertise – You are a team player and continuous learner. You share your knowledge with the team, embrace new learning opportunities, and search for ways to improve our operations.
• Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.
• Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with clients and internal team members.
• Innovation – You learn quickly, collaborate with others, and share your ideas for improving our service.

The Excellence you deliver:

• Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers its clients.
• Build business by establishing relationships with current and prospective clients and educate them to understand Sentinel’s full range of services.
• Identify business opportunities by qualifying prospects and evaluating their position in the industry; researching and analyzing sales options.
• Build a scalable RFP capability and produce RFP responses for both new prospect and cross-sell opportunities.
• Work closely with marketing department as liaison on client/prospect events and email campaigns, etc.
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing/participating in professional network associations.

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.

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 overall ability to learn and use different software packages. 

Our Company:

Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 200 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the thought leader we are today.

We’re looking for dynamic individuals, self-starters and team players to join our team. Recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:

Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers 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) Plan and free parking. Sentinel Benefits & Financial Group is an Equal Opportunity Employer.

For further information, please check us out at

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