What are the responsibilities and job description for the Financial Wellness Educator position at Sentinel Group?
Job Description
Job Description
Location Note : This a hybrid role for our Troy, MI 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 Institutional Retirement Plan Advisory team, developing and refining a broad knowledge of the financial planning process by conducting educational meetings and reviews with retirement plan participants. 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 capital markets, 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 :
About you :
We are looking for natural leaders and strong communicators 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 :
What you’ll be part of :
Joining our company means becoming part of something special. We're driven by a mission to excel in our industry and within our team, supported by people who truly care about our organization.
Sentinel was recently recognized by The Boston Globe as a Top Place to Work in 2020 and 2023. In 2021, 2022, 2023 and 2024, Sentinel earned a Top Workplace USA Award from Energage.
At Sentinel, we welcome people from diverse experiences, backgrounds, and perspectives – and we wouldn’t have it any other 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 talented individuals who enrich our team culture, contribute with enthusiasm, and are passionate 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 :
See What We Stand For : https : / / www.sentinelgroup.com / About -Us / Join-Our-Team
Who we are :
Sentinel Group proudly serves nearly 5,000 clients throughout the U.S. For 35 years, we’ve remained devoted to positively impacting the lives of our people, our clients and our communities. 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).
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