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.
- Series 65 license (required)
- Life & Health Insurance license (required)
- Bachelor's degree preferred; Master's a plus
- CFP®, ChFC®, CLU®, or Certified Financial Fiduciary strongly preferred
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:
Work Location: In person
