Location Note: This a hybrid role for our Melville, NY office. Role is expected to be in person for the first 90 days, then can move to a hybrid schedule.

The Purpose of Your Role:

The Financial Wellness Educator serves a critical role on the Financial Planning team, developing and refining a broad knowledge of the financial planning process by conducting meetings and reviews, eventually establishing the knowledge base necessary to manage an individual book of clients with complex needs. The ideal candidate develops rapport with participants and business owners to enhance the value of our individual AND institutional services.

What you'll bring to Sentinel:

• Customer Service – Manages complex customer situations, instills trust, is seen as approachable
• 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

What you’ll be responsible for:

• Retain institutional business and create cross selling opportunities by providing best in class educational service to advisory clients
• Explain complex financial topics in both group and individual settings
• Attend fiduciary review meetings with Plan Advisors to provide information on market and investment performance and develop an education strategy with plan sponsors
• Conduct educational seminars and 1:1 reviews throughout the year on various topics designed to ensure the holistic financial success of plan participants
• Identify quality opportunities for individual business and refer to them to Financial Planners as appropriate
• Provide education on various financial planning topics with a focus on strategies that address healthcare needs as well as retirement planning.
• Ensure participants make informed decisions for their situation and utilize the plan to the fullest extent possible.
• Partner with Marketing to create and conduct webinars and blog content for clients and prospects
• Communicate the retirement plan via group meetings at the client company
• Support new sales and market development initiatives
• Exhibit understanding of key features and benefits of Sentinel’s products and services
• Stay informed of retirement planning subject matter and investment requirements and products.
• Support new sales and market development initiatives
• Proactively keep supervisor informed of key activities with assigned clients
• Office environment, up to 50% travel may be required

About you:

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:

• Communication – able to respond and exchange ideas clearly and effectively through writing, speaking, and presentations.
• Proficient in Microsoft Office applications
• Knowledge and full understanding of mutual funds, retirement planning, tax deferrals, Morningstar and a genuine interest in continuing to learn about such matters, ability to communicate subject matter clearly and in simple terms
• 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 (or interest in obtaining/ability to obtain)

What you’ll be part of:

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, 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:

• PTO (vacation, sick, personal time bank)
• 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

See What We Stand For: https://www.sentinelgroup.com/About-Us/Join-Our-Team

Who we are:

Sentinel Benefits & Financial Group proudly serves more than 3,800 clients throughout the U.S., and for over 35 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 240 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the only provider who makes benefits EASY: easy for your people; easy for your business; and easy for you.

Our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning, we engineer solutions and then continuously strive to make them better. Our in-house experts—and their commitment to excellence—define who we are. In 2021 and 2022, Sentinel earned a Top Workplace USA Award from Energage and was recognized by The Boston Globe as a Top Place to Work in 2020. 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).

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