Most advisor roles have you building clients from scratch. At Sentinel, seminars are filled, and leads are provided — your job is to walk in, build trust, and close. If you have the skills and the discipline to follow a system that works, this is where you build a career.

About the Role

You'll educate prospects (many 59+, with $1M+ in assets) through a two-meeting process: discovery first, then a structured plan and close. From there, you're their advisor for life — annual reviews, ongoing trust, long-term relationships.

What You'll Do

Lead or support seminars that build Sentinel's credibility with prospects
Run first meetings focused on discovery and listening, not pitching
Present structured financial plans and guide clients to a confident decision
Maintain relationships through annual reviews and proactive communication
Document meetings to firm and regulatory compliance standards
Manage 2–3 client meetings per day once fully ramped

What We Provide

All leads provided and seminars filled for you
Dedicated Paraplanner for plan prep and admin support
Hands-on, comprehensive training in Sentinel's process
401(k) with 4% match
All overhead covered — marketing, office, admin, seminars
Flexible work-life balance
Family-oriented culture
Top performers earn $250K+

Who We're Looking For

Someone who leads with empathy, listens more than they talk, and stays composed under pressure. Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.

Education & Licensing

Series 65 (preferred)
Life & Health Insurance License (preferred)
Bachelor’s degree preferred; Master’s degree advantageous
Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Licensing can be obtained, but doing so extends the ramp-up period by approximately 45–60 days.

Compensation & Growth

Full-time, commission-based W-2 role. First 6–8 months are immersion in Sentinel's process. From there, expect your first client within 90 days and additional clients in the following 90 — building toward a full, lasting practice.

Ready to Build Something That Lasts?

Stop chasing leads. Start building real client relationships backed by a proven system. Apply today.

Pay: $130,000.00 - $145,000.00 per year

Benefits:

401(k)

Experience:

relevant professional: 5 years (Required)

Work Location: In person

Sentinel Asset management

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