Menu
 
 
 

A unique program for unique career growth

Meet our Sales Development Representatives

About the Role

What does a day-in-the-life look like for an SDR at Sentinel Group?

We connected with our SDRs to find out!

Greg Pezza

Meet Greg Pezza

Where are you from?

Proudly born and raised in Rhode Island.

Where did you go to college? What did you study?

Connecticut College graduate. Majored in American Studies with an Economics and English double minor.

What sparked your interest in the SDR role?

​Sales is the foundation of any business and the path I wanted. Strong company culture, learning, development and mentoring programs were also important to me. Sentinel excels in all of these areas. The rotation immerses SDRs in industry specifics. Sales-wise, we have a dedicated sales coach and senior colleagues who are always willing to mentor and support us.

Can you share your high-level responsibilities?

​High level, SDRs are responsible for honing industry knowledge and sales skills in order to open doors and make benefits easier for prospective clients and businesses.

How does this position uniquely prepare you for a sales career?

​The rotation, learning, development and mentoring opportunities make this role unique.

What are the three most valuable skills you've acquired since starting this position?

Discipline, consistency and positivity.

Any tips for someone considering a career in your field?

​Lean on the expertise of the experts around you. Ask a million questions. Immerse yourself in the industry. Be patient, work hard, have a positive mindset everyday.

Every day is different, but can you outline what a typical day looks like for you?

Morning:

   - Get organized for the day
   - Call top prospects 
   - Dials and prospecting
   - Meetings, emails or account research 


Lunch:

   - Eat lunch with co-workers, workout, etc.


Afternoon:

   - Meetings, emails, research
   - Emails, dials or research  
   - Call remaining top prospects
   - Remaining emails, industry news


Do you prefer working in the office or from home?

​Truthfully, the hybrid model is perfect. It’s great being in office Tuesday-Thursday to see co-workers and work together on certain projects. Working remote Monday and Friday are awesome productivity days.

What opportunities do you have to meet with clients / participants face-to-face?

​SDRs have the opportunity to visit clients for specific employee education days. We also attend certain in-person client and sales meetings with colleagues. Whether or not you are involved in the sales process, there are in-person shadowing opportunities that the team makes available to us.

Favorite online sources to stay up to date in your industry?

​BenefitsPRO, Plan Sponsor and LinkedIn are all great. Sentinel has awesome events and content that I follow closely as well.

What professional accomplishment are you proudest of?

​In order to help HR teams, you need to have a deep level of understanding and knowledge about the benefits industry. I’m most proud of the knowledge I’ve gained and that it is used to help others. This is a testament to the awesome people we have here and the mentoring, learning and development programs Sentinel has in place.

Samuna KC

Meet Samuna KC

Where are you from?

I live in Malden, Massachusetts.

Where did you go to college? What did you study?

Southeast Missouri State University. I studied theatre and performing arts.

What sparked your interest in the SDR role?

​I am motivated by the challenge of meeting sales targets, building client relationships and working as part of a team. At Sentinel, I am interested in helping people find the right benefits to protect themselves and their families.

Can you share your high-level responsibilities?

​I identify and qualify potential new clients through various prospecting techniques. I also schedule appointments for the sales team and nurture leads until they are ready to make a purchase.

How does this position uniquely prepare you for a sales career?

​This is a unique opportunity to gain valuable skills, build relationships with potential customers and develop the grit and determination needed for a sucessful sales career. 

Any tips for someone considering a career in your field?

​Don't be afraid to take risks and try new things. Sales is a dynamic and challenging field, but it's also highly rewarding with a wealth of opportunities. Embrace the unknown and trust in your abilities to learn, grow and succeed. 

Every day is different, but can you outline what a typical day looks like for you?

Morning:

   - Coffee and set up my day
   - Make cold calls
   - Send personalized emails


Lunch

Afternoon:

   - Research industry leads and craft new messaging
   - Internal meetings
   - Afternoon prospecting
   - Make remaining cold calls for the day
   - Reply to any last emails or messages


Do you prefer working in the office or from home?

​Hybrid gives me the best of both worlds. I have the structure and community of the office along with the independence and focus of WFH. Less commute is always good.

What are the three most valuable skills you've acquired since starting this position?

Communication, time management and resiliency.

Favorite online sources to stay up to date in your industry?

​Industry podcasts, SHRM's online platform, Employee Benefit News (EBN) and LinkedIn groups.

What professional accomplishment are you proudest of?

​I am learning and innovating every day. Developing and implementing successful sales strategies can be challenging, but it has also been a huge accomplishment of mine over the past few years.

Anthony Mancini

Meet Anthony Mancini

Where are you from?

Middleton, Massachusetts.

Where did you go to college? What did you study?

Connecticut College. I majored in Economics and minored in Finance. I participated in the investment club as well as multiple sports, which were important to me.

What sparked your interest in the SDR role?

I developed initial interest in becoming a Financial Planner but learned about the fulfillment of institutional sales. Education on retirement plans and benefits was invaluable in addition to elite Sales training.


Any tips for someone considering a career in your field?
​Failure is essential to success. We were all beginners in something, and there's a learning opportunity in everything. That and building a solid reputation is so important in Sales.

Can you share your high-level responsibilities?

​I research companies and schedule appointments with their management to learn about their benefits and retirement programs. I support senior sales associates with their accounts in hopes to acquire long-term clients.

How does this position uniquely prepare you for a sales career?​ 

The rotation across multiple business units and opportunities for professional development are unique. I recommend recent college grads and students interested in an internship to connect with me and learn more.

What does a typical morning look like for you?​ 

Need an espresso. Commute to the office. Something unique perhaps is visualization techniques. Five minutes of silence and mental preparation is huge in helping me get ready for the day.

Every day is different, but can you outline what a typical day looks like for you?

Morning:

   - General planning, calendar updates, emails, commute
   - Research and prospect outreach, sales calls
   - Internal meetings

Lunch

Afternoon:

   - Internal meetings and other assignments
   - LinkedIn and social media updates
   - Research and prospect outreach continued
   - Fitness center


Do you prefer working in the office or from home?

​In the office for enhanced relationships and building discipline. It’s a 15 minute commute for me. I take advantage of the fitness center downstairs sometimes.

What are the three most valuable skills you've acquired since starting this position?

Time management, personal finance education, communication.

What opportunities do you have to meet with clients/participants face-to-face?

   - Plan reviews with retirement plan advisors
   - Bruins and Celtics games in the Sentinel Suite
​   - Open-enrollment and vendor fairs
   - College campus recruiting

What professional accomplishment are you proudest of?

Successful completion of the rotational program and building actual revenue in the pipeline. Sales is an incredible metaphor for success and income opportunities are unlimited. I’m looking forward to more business opportunities.

Think our SDR program is for you?

Learn More

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.