Financial Planning Expert

3 days ago


Columbia, Maryland, United States Sentinel Asset Management LLC Full time
Job Overview
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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