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Plan Consultant

Sentinel Benefits and Financial Group

in Wakefield MA / Melville NY



The Purpose of Your Role:
Do you want to work for a fast paced, growing organization where people make the difference? We are seeking a knowledgeable, team-oriented Plan Consultant, for our Retirement Plan Consulting Team. The role offers a great opportunity to work in a fun, collaborative work environment and provides opportunity for future career advancement within the organization.

The Behaviors That You Bring:

  • Integrity – Your customer-centric attitude and commitment to doing what is right for our clients  and their participants.
  • Expertise – You are a team player and continuous learner. You share your knowledge with your  team, embrace new learning opportunities, and search for ways to improve our operations.
  • Empowerment – You demonstrate organizational skills, the ability to manage priorities, deadlines, and troubleshoot issues independently.
  • Excellence – Your detail-oriented approach leads to quality processing results for our clients and your communication skills allow you to communicate effectively with clients and internal  team members.
  • Innovation – You learn quickly, collaborate with others, and share your ideas for improving our  service.

The Excellence You Deliver:

  • Responsible for day to day client contact to provide superior client service and relationship management.
  • Collaborate with internal and external partners to provide proactive issue resolution. Easily establish relationships with Sentinel Associates across the organization to understand the products and services/solutions Sentinel offers it clients.
  • Calculate plan contributions; perform nondiscrimination testing.
  • Maintain detailed knowledge of ERISA, the Internal Revenue Code and related regulations; expand professional knowledge through formal training and self-study; and applying best practices to clients.
  • Prioritize multiple tasks, work with limited supervision and escalate issues appropriately.
  • Demonstrate accuracy and thoroughness, monitor own work to ensure quality.
  • Some travel may be required. This position is eligible to be worked remotely with prior approval  from the supervisor.

About You:

We value people who are hard-working and smart. You need to be the kind of switched-on self-starter who can handle a broad variety of tasks efficiently, accurately and positively. Our industry is forever changing and we are looking for someone who is flexible and willing to embrace change.

Education, Skills and Experience:

  • BA/BS degree preferred.
  • 3 to 5 years of experience in all aspects of defined contribution plan administration.
  • Experience with Relius Administration strongly preferred.
  • ASPPA Qualified 401(k) Administrator (QKA) or higher credential preferred.
  • Ability to read and interpret retirement plan documents and have an understanding of the related rules and regulations.
  • Diligent follow-up skills
  • Intermediate to advanced knowledge of Microsoft Excel including the use of formulas and  overall ability to learn and use different software packages.

Our Company:
Sentinel Benefits & Financial Group proudly serves more than 3,500 clients throughout the U.S., and for 30 years, we’ve remained devoted to making a difference in the lives of our people, our clients and our community. With nearly 200 professionals tied to our mission to deliver great service—and a 9-year average associate tenure—we have become the thought leader we are today.

From our conveniently located headquarters on Lake Quannapowitt in Wakefield, MA, you will enjoy a collaborative work environment that encourages cross-departmental creativity and engagement. We’re looking for dynamic individuals, self-starters and team players to join our team.

Recognized as one of the largest employee benefits firms in Massachusetts (Boston Business Journal), a top 100 retirement plan adviser (PLANADVISER Magazine), and the 2016 recipient of the Best-in-Retirement Business IMPACT Award™ by Charles Schwab, our in-house experts—and their commitment to excellence—define who we are.

Our Culture:
Our people care about our organization. We are a company with a mission to be the best in our industry. Being part of this company means that you are part of something special. Sentinel Benefits & Financial Group offers paid vacation, 9 Holidays and 1 floating holiday, company sponsored medical and dental insurance, life insurance, AD&D, short and long‐term disability, 401(k) Plan and free parking.

Sentinel Benefits & Financial Group is an Equal Opportunity Employer.

How to Apply

Interested candidates should email a resume to:   SUBJECT LINE: Plan Consultant

Visit our web site.

This ad has been viewed 728 times. It expires on 12/4/2017.

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