What are the responsibilities and job description for the Financial Wellness Educator position at Sentinel Group?
Location Note: This a remote role for the New York area.
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:
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:
Salary Range: Salary range for this role is $70,000-$90,000 annually, dependent on experience.
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).
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
- 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 group 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 retirement planning
- Ensure participants make informed decisions for their situation and utilize their workplace retirement plan to the fullest extent possible
- Retain institutional business and create cross selling opportunities by providing best in class educational service to advisory clients
- Partner with Marketing to create and conduct webinars and blog content for clients and prospects
- 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
- Proactively keep supervisor informed of key activities with assigned clients
- Up to 50% travel may be required to clients
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:
- 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 capital markets, investment products, retirement & financial planning, 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)
- FINRA Series 65 (or interest in obtaining/ability to obtain)
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:
- 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)
- 2 Community Volunteer Days
- 5 Summer Half Days
- Medical, Dental, Vision
- Life Insurance
- LTD & STD
- Retirement Plan with 4% Employer Match
- Parental Leave
Salary Range: Salary range for this role is $70,000-$90,000 annually, dependent on experience.
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).
Salary : $70,000 - $90,000
