Retirement Plan Advisor, Sales

This is a fully remote position, open to applicants in Connecticut, +14 more states.

📋 Description

• Cultivate new business opportunities and play a vital role in our sales initiatives.

• Provide fiduciary advice to Plan Sponsors.

• Assist with all facets of DC plan management, including investments, compliance, plan design, service providers, and financial wellness.

• Establish new direct connections and nurture these relationships into potential clients and Centers of Influence.

⛳️ Requirements

• A Bachelor’s degree from an accredited College or University or equivalent professional experience.

• Over 5 years of sales experience in retirement, advisory, and compliance services.

• Necessary background in sales and retirement knowledge.

• Must be licensed (Series 65) and have Life, Accident, and Health insurance licenses.

• Strong organizational, communication, presentation, and follow-up abilities.

• Proficient in Excel, Word, PowerPoint, and possess the overall capability to learn and utilize various software applications.

🏝️ Benefits

• Flexible work schedules, including options for remote and hybrid work.

• Opportunities for career advancement and professional development.

• Parental leave and family care initiatives.

• Access to mental health resources.

• Tuition reimbursement program available.

• Generous time-off policies, including unlimited Flexible Time Off after two years of service.

• Employee engagement events (holiday parties, summer cookouts, wellness days, etc.).

• Complimentary guidance from a Financial Planner to assist with retirement investments.

• Sentinel Recharge (After 10 years of service, we reward employees for their dedication with a four-week paid sabbatical to rejuvenate).