Internal Retirement Plan Wholesaler

Sentinel Group•Wakefield, MA

12d•Hybrid

About The Position

We are seeking a relationship-driven Internal Retirement Plan Wholesaler to support the growth of Sentinel Group’s retirement-plan business. In this role, you will partner closely with external wholesalers to develop advisor relationships and support new-business opportunities. You will serve as a trusted resource for retirement plan advisors by helping them understand Sentinel’s retirement-plan capabilities, including open-architecture recordkeeping and administration, participant education, and applicable fiduciary-support services. You will help qualify opportunities, coordinate proposals and presentations, respond to advisor questions, maintain accurate pipeline information, and guide opportunities through the sales process toward a smooth handoff to implementation and service teams. Ultimately, you will help Sentinel deliver personalized retirement-plan solutions that are easy for advisors, employers, and their employees. Sentinel’s advisor-partner model emphasizes customized plan design, in-house service, open architecture, and collaboration with advisors throughout the plan lifecycle.

Requirements

Three or more years of experience in financial services or a related field.
Strong written, verbal, and presentation skills, with the ability to communicate effectively with financial professionals and business stakeholders.
Consultative sales and relationship-management skills, including comfort with proactive outreach.
Proficiency with Microsoft Office, including Excel, Outlook, and PowerPoint, and experience using a CRM such as Salesforce.
Excellent research, organizational, time-management, and follow-through skills.
Ability to follow Sentinel policies and applicable compliance, privacy, information-security, securities, insurance, ERISA, IRS, and Department of Labor requirements.

Nice To Haves

Experience with retirement-plan proposal tools, Salesforce reporting, or other sales analytics platforms.
Experience presenting retirement-plan concepts to advisor groups, employer decision-makers, or internal teams.
Familiarity with payroll integrations, plan conversions, investment mapping, participant engagement, or financial-wellness programs.
Experience working with open-architecture retirement-plan platforms.
Knowledge of current retirement-plan legislation and industry developments, including SECURE 2.0-related topics.

Responsibilities

Partner with external wholesalers to support territory growth plans, advisor relationships, prospecting, and new-business development.
Serve as a responsive day-to-day resource for retirement plan advisors.
Conduct proactive outreach and follow-up through phone, email, virtual meetings, conferences, and other approved business-development activities.
Qualify opportunities by understanding the prospect’s organization, employee population, current provider, plan assets, plan design, advisor relationship, business objectives, buying process, timeline, and decision-makers.
Explain the mechanics and benefits of Sentinel’s applicable retirement-plan solutions, including Defined Contribution plan recordkeeping and administration, participant education, and fiduciary-support services.
Gather and organize plan information for proposals, RFPs, finalist presentations, pricing requests, plan comparisons, and implementation planning.
Prepare or coordinate proposals, illustrations, presentations, follow-up communications, and other sales-enablement materials.
Participate in team meetings, training, process-improvement initiatives, and other projects supporting retirement-plan growth.
Perform other related duties as assigned.

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