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jazzhr

VP, Advisor Solutions - Great Lakes Region

Sentinel Group
Remote, USA
Full-time
Mid Level
Remote
USD 85000-125000 yearly
Discovered 1 months ago

Full Job Posting

  • 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.
  • 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.
  • ASPPA QPFC, QPFA or QKA designation
  • Salary Range: $85,000-$125,000 base salary, depending on experience. Additional commission opportunities available through sales as well
  • 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)

• Medical, Dental, Vision

  • Life Insurance

• LTD & STD

  • Retirement Plan with 4% Employer Match
  • Parental Leave

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