Most sales roles leave you to sink or swim — build your own pipeline, figure out your own training, hope for the best. This one's different. You get the autonomy of running your own client relationships, backed by a firm that fills your calendar with qualified prospects and gives you a dedicated support team to lean on.
The Opportunity
Sentinel Asset Management works with clients 59+ who have $1M+ in investable assets, helping them plan for retirement income through annuities and investment strategies. You'll meet with prospects generated through our seminars and marketing, guide them through a two-step planning conversation, and close business.
What Makes This Role Different
- You're not cold calling or buying your own leads — seminars and prospects are provided
- A dedicated Paraplanner handles plan preparation so you can stay focused on clients
- All marketing and overhead costs are covered by the firm
- Real training on the process, not a "sink or swim" onboarding
Day-to-Day
- Meet with prospects from company-run seminars and marketing campaigns
- Run discovery conversations to understand each client's goals and situation
- Present tailored retirement income plans and close aligned clients
- Conduct periodic reviews to maintain long-term client relationships
- Keep accurate documentation in line with compliance standards
Support You'll Have
- Dedicated Paraplanner for plan prep and administrative work
- All leads and seminar appointments provided — no cold calling
- Top performers earn $250K+
- Hands-on training on Sentinel's planning process
- 401(k) with 4% match
- Flexible scheduling around business hours
Ideal Candidate
- Series 65 license required
- Life & Health Insurance license required
- Bachelor's degree preferred
- CFP®, ChFC®, CLU®, or Certified Financial Fiduciary a plus
- Not licensed yet? That's workable — just adds 45–60 days before you're client-ready
Earning Potential
This is a commission-based role with no ceiling on income — top performers are earning $250,000+ on target.
Interested? Apply today.
Pay: $125,000.00 - $135,000.00 per year
Benefits:
Work Location: In person
