sentinel asset managementFalls Church, VA
Financial Services Representative - Part Time
Financial Services Representative - Part Time
Financial Services Representative - Part Time
sentinel asset managementFalls Church, VA
yesterday
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Insurance Agencies and BrokeragesPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)About the Company:
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. You'll educate prospects (many 59+, with $1M+ in assets) through a two-meeting process: discovery first, then a structured plan and close. Present structured financial plans and guide clients to a confident decision Document meetings to firm and regulatory compliance standards Bachelor's degree preferred; Backgrounds that translate well: wealth advisory, financial planning, life insurance or annuity sales, IAR/fiduciary work, insurance wholesaling, or pharmaceutical sales. Life & Health Insurance License (preferred) Advanced credentials strongly preferred (CFP®, ChFC®, CLU®, Certified Financial Fiduciary, or equivalent) Full-time, commission-based W-2 role. From there, expect your first client within 90 days and additional clients in the following 90 — building toward a full, lasting practice. Dedicated Paraplanner for plan prep and admin support~ Hands-on, comprehensive training in Sentinel's process~All overhead covered — marketing, office, admin, seminars~ Flexible work-life balance~ Sentinel is committed to building long-term, trust-based relationships and a family-oriented culture. Start building real client relationships backed by a proven system.
Also on the board Same function, level within a rung
Level
Junior
Location
Falls Church, VA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday