Financial Planning Expert
3 days ago
As a retirement financial planner at Sentinel Asset Management LLC, you will play a vital role in helping individuals and families achieve their financial goals. With a strong focus on relationship-building and education, you will work closely with clients to understand their financial needs and provide personalized solutions. This is an exciting opportunity to join a dynamic team and make a real difference in people's lives.
Responsibilities:
- Foster relationships with clients and provide personalized financial solutions.
- Meet with high-quality prospects and convert them into long-term clients.
- Conduct seminars to introduce our services and educate potential clients.
- Maintain strong client relationships and provide ongoing support.
Requirements:
- Prior experience in wealth or financial planning, advising, or life and/or annuity sales.
- Able to identify and engage with high-quality prospects with investable assets ranging from $500k to $12M+.
- Self-motivated and driven to exceed sales targets and earn substantial income (estimated salary range: $250k - $1mm+).
- Exceptional communication and interpersonal skills.
Benefits:
- Family-oriented environment.
- Flexible work-life balance.
- Unlimited earning potential.
- All leads, seminars filled for you.
- Dedicated administrative support.
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