VP, Advisor Channel Consulting

TL;DR

VP, Advisor Channel Consulting (Retirement Plans): Wholesaling retirement plan recordkeeping and third-party administration services to financial advisors with an accent on building relationships, pipeline management, and influencing decision-makers. Focus on navigating complex buying processes, educating on Sentinel's differentiators, and collaborating for seamless onboarding and service delivery.

Location: Remote (US, compensation calibrated to geographic location)

Salary: $85,000–$125,000 base + commissions

Company

hirify.global is an award-winning employee benefits firm serving nearly 5,000 US clients with retirement plans, group health insurance, and financial planning solutions.

What you will do

• Become a trusted partner to advisors by understanding their business and positioning Sentinel's retirement solutions.
• Create and manage a balanced sales pipeline through relationships, prospecting, cold calling, LinkedIn, webinars, and in-person meetings.
• Educate and influence advisors and decision-makers on Sentinel's value compared to larger competitors.
• Collaborate with internal teams to ensure smooth experiences from initial contact through onboarding and ongoing service.
• Continuously refine your approach, prioritize high-value activities, and share best practices with the team.

Requirements

• 3–5+ years in B2B sales (preferred)
• High familiarity with defined contribution/defined benefit retirement plans, ERISA regulations, and plan design
• Strong verbal/written communication, analytical skills, and collaboration abilities
• Proficiency in Excel, Word, PowerPoint, CRM systems, and sales tools
• Growth mindset, ability to prioritize, qualify opportunities, and navigate complex sales processes

Nice to have

• ASPPA QPFC, QPFA or QKA designation

Culture & Benefits

• PTO, FTO after 2 years, 12 paid holidays, volunteer days, summer half days
• Medical, dental, vision, life insurance, LTD/STD, retirement plan with 4% employer match, parental leave
• Remote work culture emphasizing results, trust, flexibility, and work-life balance
• Collaborative team with curiosity, growth mindset, and long tenure (9-year average)
• Top Place to Work awards from Boston Globe and Top Workplaces USA