The Role
Develops new business by wholesaling retirement plan record-keeping and third-party administration services to financial advisors across the Pacific Coast. Builds territories, advisor channels, referral partnerships, and qualified sales pipelines through prospecting and relationship development. Serves as a trusted advisor, qualifies opportunities, presents solutions, and manages long-term client relationships. Requires knowledge of defined contribution and defined benefit plans, ERISA, plan design, CRM tools, and strong communication skills.
Summary Generated by Built In
Location Note: This a remote role with required travel for in-person meetings. Open to candidates in the Pacific Coast market (California, Oregon, Washington, Hawaii, Alaska).
The Purpose of Your Role:
This position offers a highly motivated sales professional a fantastic opportunity to develop new business and be a critical contributor in our sales efforts focused on wholesaling Sentinel Group’s retirement plan Record-Keeping and Third Party Administrative services to financial advisors. The successful candidate has a strong network and a demonstrated track record of initiating new direct contacts with advisors and developing those contacts into new prospects.
What you'll bring to Sentinel:
We are looking for innovative thinkers to drive our business, clients and advisor partners forward - someone with customer focus, drive, determination, and the strength of character to challenge the status quo. We strive to surround ourselves with team members who go above and beyond in all job facets and look for people who are willing to embrace change.
We are in search of a detail-oriented sales person whose objective is to become the trusted partner for retirement-focused advisors. We want to become the go-to Record-Keeper and Third party Administrator for their book of business.
The candidate should understand that he or she will need to develop direct relationships and work through Advisors in engaging Sentinel as their Record-Keeper and Third Party Administrator.
Sentinel Group has an excellent reputation, but it is not a national brand. Successful sales people will need to bring a superior knowledge of our products and services in order to educate prospects on why Sentinel is a better choice than more recognized brands.
What you need to have:
Preferred qualifications:
Nice to haves:
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 recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.
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:
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.
The Purpose of Your Role:
This position offers a highly motivated sales professional a fantastic opportunity to develop new business and be a critical contributor in our sales efforts focused on wholesaling Sentinel Group’s retirement plan Record-Keeping and Third Party Administrative services to financial advisors. The successful candidate has a strong network and a demonstrated track record of initiating new direct contacts with advisors and developing those contacts into new prospects.
What you'll bring to Sentinel:
- Ability to build out a new territory from prospecting, sourcing, establishing new financial advisor channels and maximizing existing partner/referral relationships.
- Ability to build strong ecosystem partnerships and business referral relationships to share the values and behaviors of Sentinel Group
- Becoming a trusted advisor relationship, and within the prospect’s decision-making process, to effectively gain successful business and long-term client relationships
- Consistently work on building a balanced pipeline of target prospects through building trusted relationships with advisors and COI’s, as well as traditional means of prospecting (cold calling, email, phone, LinkedIn, webinars and in person meetings)
- Understands the differences between high value activities versus low value activities
- Strong understanding of best-fit opportunities and decision-making personas will help to qualify or disqualify quickly.
- Strong verbal and written communication skills, interpersonal skills and presentation skills.
- Familiarity with relevant sales tools, customer relationship management (CRM) systems, and internal software.
- Must demonstrate a willingness to seek perpetual growth and celebrate the process.
- Plan and play to win mindset
- Ability to communicate with colleagues at all levels of the organization.
We are looking for innovative thinkers to drive our business, clients and advisor partners forward - someone with customer focus, drive, determination, and the strength of character to challenge the status quo. We strive to surround ourselves with team members who go above and beyond in all job facets and look for people who are willing to embrace change.
We are in search of a detail-oriented sales person whose objective is to become the trusted partner for retirement-focused advisors. We want to become the go-to Record-Keeper and Third party Administrator for their book of business.
The candidate should understand that he or she will need to develop direct relationships and work through Advisors in engaging Sentinel as their Record-Keeper and Third Party Administrator.
Sentinel Group has an excellent reputation, but it is not a national brand. Successful sales people will need to bring a superior knowledge of our products and services in order to educate prospects on why Sentinel is a better choice than more recognized brands.
What you need to have:
Preferred qualifications:
- 3-5+ years’ experience in B2B sales cycle role preferred but willing to train
- High level of familiarity with defined contribution and defined benefits retirement plans, and a good understanding of relevant ERISA regulations and plan design
- Strong analytical skills, attention to detail and excellent communication and collaboration abilities.
- Proficient in Excel, Word, PowerPoint and overall ability to learn and use different software packages.
- Familiarity with relevant sales tools, customer relationship management (CRM) systems, and internal software.
Nice to haves:
- ASPPA QPFC, QPFA or QKA designation
- Salary Range: $85,000-$125,000 base salary, depending on experience. Additional commission opportunities available through sales as well
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 recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.
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
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.
Skills Required
- 3-5+ years of experience in a B2B sales cycle role
- High familiarity with defined contribution and defined benefit retirement plans
- Understanding of relevant ERISA regulations and retirement plan design
- Strong analytical skills and attention to detail
- Excellent communication and collaboration abilities
- Proficiency in Excel, Word, PowerPoint, and ability to learn different software packages
- Familiarity with sales tools, CRM systems, and internal software
- ASPPA QPFC, QPFA, or QKA designation
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Sentinel Group is a single resource to manage all employee benefits. Founded in 1987, we have grown to be the second largest benefit consulting and administration practice in Massachusetts. Our services include: WEALTH PLANNING SERVICES > Investment Advisory Services > Retirement Plan Administration > Open Architecture Retirement Plan Recordkeeping > Defined Benefit & Cash Balance Plan Services > Actuarial Consulting > Employee Stock Ownership Plans LIFE PLANNING SERVICES > Group Benefits Brokerage > Flexible Spending Account Administration > Health Reimbursement Plan Administration > Health Savings Accounts > Transportation Plan Administration > COBRA Administration At Sentinel Benefits & Financial Group, we have been putting our clients first for more than two decades. In fact, building meaningful relationships with our clients to help them achieve their goals is the work we do. What differentiates us from competitors is how we approach our work. The business of providing employee benefits and financial services is not unique. There are many choices. However, brand and experience alone do not always translate to the best solution. We recognize that the only way to truly help a client is to know them first. We take the time to listen before we make recommendations. Through our interactive consulting process, we bring true custom solutions that deliver value to our clients.
.png)
