- Planning/Organizing - Prioritizes and plans work activities, uses time efficiently
- Professionalism - Approaches others in a tactful manner, reacts well under pressure, treats others respectfully, follows through on commitments
- Quality - Demonstrates accuracy and thoroughness
- Strong sense of urgency and accountability; results-oriented
- Team player; puts success of team ahead of self
- Knowledge and full understanding of mutual funds, retirement planning, retirement plans, healthcare planning, and has a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
- Ability to work as part of a group or independently, patient, passion for both sales and service
- 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
- Office environment, up to 50% travel may be required.
- Proficient in Microsoft Office applications
- ERISA and retirement plan knowledge (or interest in obtaining the necessary knowledge)
- Bachelor's degree
- FINRA Series 6 or 7, 63 and 65 or 66
- Life Accident & Health licenses
- 3+ years of experience
- CFP designation or interest in obtaining
- Familiarity with programs such as eMoney Advisor
- 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
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Financial Planner - Troy, United States - Sentinel Benefits & Financial
Description
Location Note: This a hybrid role for our Troy, MI office. The role is expected to be in person for the first 90 days, then can move to a hybrid schedule.The Purpose of Your Role:
We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Our financial planners have a proven track record of offering fiduciary guidance to our private client group. Their expertise supports 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.
Filling this critical role is an integral part of Sentinel's growth plan and the successful candidate will have demonstrated that they are among a very small group of elite financial professionals in our industry.
Our financial planning team works in a fiduciary capacity. We do more than provide investment expertise-we take the time to understand our client's financial goals and relate to their concerns. The right candidate has the ability to lead, train, and motivate their peers and clients.
What you'll bring to Sentinel:
We are looking for natural leaders who have outgoing personalities and are not afraid to meet, build, and network relationships. We are looking for innovative thinkers to drive our business forward-someone with an entrepreneurial spirit, customer focus, drive, determination, and the strength of character to challenge the status quo. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.
Preferred qualifications:
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:
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).
