VP, Advisor Channel Consulting

4 weeks ago

Remote, Oregon, United States Sentinel Group Full time

Location Note: This is a remote role for Southern California, Texas or the Midwest.
The Purpose of Your Role:
This new position offers a highly motivated sales professional a groundbreaking 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.
Filling this critical role is an integral part of Retirement Plan Services growth plan. The successful candidate has a demonstrated track record of hunting and initiating new direct contacts with advisors/brokers 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

What you'll be responsible for:

  • 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 trusted 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.


About you:
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.
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

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:

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).

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