VP, Advisor Solutions - Pacific Coast Region

Sentinel Group•, (Multiple States)

1d•$85,000 - $125,000•Remote

About The Position

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. 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.

Requirements

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

Responsibilities

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.

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