Job Description
About the Company
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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.
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About the Role
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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.
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Responsibilities
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- 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
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Qualifications
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- Bachelor’s degree preferred; Master’s degree advantageous
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Required Skills
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- Someone who leads with empathy, listens more than they talk, and stays composed under pressure.
- Relevant professional experience: 5 years (Required)
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Preferred Skills
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- Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales.
- Series 65 (preferred)
- Life & Health Insurance License (preferred)
- 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.
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Pay range and compensation package
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- 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.
- Pay: $130,000.00 - $145,000.00 per year
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Benefits
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- 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+
- Work Location: In person
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Equal Opportunity Statement
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Sentinel is committed to building long-term, trust-based relationships and a family-oriented culture. All qualified individuals will be considered for this role based on their skills, experience, and ability to follow a proven system, without regard to any protected characteristics.
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Additional Information
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Ready to Build Something That Lasts? Stop chasing leads. Start building real client relationships backed by a proven system. Apply today.