VP, Advisor Channel Consulting

Location

Note:

This is a remote role.

• Build something
  :
  You’ll shape and grow a new territory, develop advisor relationships, and leave a clear fingerprint on our Retirement Plan Services growth plan.
• Work with motivated, growth-minded peers
  :
  You’ll join a team that values curiosity, collaboration, and a “plan and play to win” mindset.
• Grow your career and income
  :
  You’ll have meaningful earning potential through base salary, commissions, and long‑term career paths in a growing, award‑winning firm.
• Enjoy flexibility and balance
  :
  This is a remote role, supported by a culture that values results, trust, and taking care of our people.

In this role, you’ll be a key driver of Sentinel’s advisor channel strategy, focused on wholesaling retirement plan recordkeeping and third‑party administration services to financial advisors. You’ll help advisors see why Sentinel can be the right partner for their retirement business.

• Become a trusted partner to advisors by understanding their book of business, their clients’ needs, and how Sentinel’s solutions can help them deliver better outcomes.
• Create and manage a balanced pipeline using both advisor relationships and traditional prospecting (cold calling, email, phone, Linked In, webinars, and in‑person meetings).
• Educate and influence decision‑makers by clearly explaining how Sentinel compares to larger, more recognized brands, and why our approach is different.
• Collaborate across Sentinel with internal partners to deliver a smooth experience for advisors and plan sponsors—from initial conversations through onboarding and ongoing service.
• Continuously improve how you work by focusing on high‑value activities, refining your approach, and sharing best practices with the team.

If you enjoy building relationships, opening doors, and turning opportunities into long‑term partnerships, you’ll have a big impact here.

• Are energized by building something new
  —from opening a territory to developing advisor channels and referral networks.
• Excel at building strong ecosystems of partners and centers of influence, and you enjoy representing a firm whose values you’re proud to share.
• Can navigate complex buying processes
  , becoming a trusted voice within a prospect’s decision‑making group.
• Have strong verbal and written communication skills
  , and are comfortable presenting to advisors and other stakeholders.
• Know how to prioritize high‑value activities and quickly qualify or disqualify opportunities.
• Are comfortable using CRM and sales tools to manage your pipeline and stay organized.
• Demonstrate a growth mindset
  —you seek feedback, embrace change, and celebrate progress.
• Communicate well across the organization and enjoy partnering with colleagues at all levels.

• You’re an innovative thinker who wants to move clients and advisor partners forward—not just maintain the status quo.
• You have customer focus, drive, and determination
  , and you’re comfortable challenging conventional approaches when it benefits advisors and their clients.
• You’re a detail‑oriented sales professional who wants to become the go‑to partner for retirement‑focused advisors.
• You like the idea of representing a firm with an excellent reputation
  , even if it’s not yet a national name—and you’re motivated by the chance to tell that story and grow our presence.
• You enjoy developing direct relationships with advisors and working through them to engage Sentinel as Recordkeeper and Third‑Party Administrator for their clients.

• 3–5+ years of experience in a B2B sales role (preferred), but we are open to training the right person with strong potential.
• High familiarity with defined contribution and defined benefit retirement plans
  , including a good understanding of relevant ERISA regulations and plan design.
• Strong analytical skills
  , high attention to detail, and excellent communication and collaboration abilities.
• Proficiency in Excel, Word, and Power Point , and a comfort level learning new software and tools.
• Experience with CRM systems and sales tools to manage activities and opportunities.

• ASPPA QPFC, QPFA or…