Financial Advisor
4 days ago
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.
At Sentinel Group, 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 Group 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).
We're currently seeking an accomplished Financial Planner to develop new business and be a critical contributor on our financial planning team. This highly sought-after role offers an incredible opportunity to work with a talented team of professionals who are dedicated to delivering exceptional results.
The successful candidate will have a proven track record of offering fiduciary guidance to our private client group, supporting all aspects of financial planning including investment strategy, insurance, aligning with our client's short and long-term goals, and helping them become financially fit.
This is a remote role for candidates based in New York or New Jersey, requiring up to 50% travel. If you're a natural leader with an outgoing personality, not afraid to meet, build, and network relationships, we encourage you to apply.
Key Responsibilities:
- Engage and educate Sentinel's retirement plan participants so that they fully understand the retirement plan and make informed decisions for their situation.
- Assist participants in preparing for the financial aspects of retirement.
- Communicate the retirement plan offering via group meetings at the client company.
- Meet one-on-one with participants to answer any personal questions about the plan or possible other financial matters.
- Conduct webinars to communicate the plan, when appropriate.
- Build personal relationships with participants.
- Convey retirement planning subject matter in a simplified way.
- Through consultative selling techniques, drive revenue growth within assigned book of business. This would include life insurance, long-term care, and disability insurance.
- Support new sales and market development initiatives.
- Exhibit understanding of key features and benefits of Sentinel's products and services.
- Proactively keep Supervisor informed of key activities with assigned clients.
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