Sentinel Asset Management, LLC. · 1 week ago
Financial Planner
Villanova, PA
Full-time
Onsite
Mid, Senior Level
$0/yr - $250K/yrSentinel Asset Management LLC is dedicated to guiding clients through their financial journeys, and they are seeking a Financial Planner to foster relationships and educate clients on achieving financial stability. The role involves meeting with high-quality prospects, conducting seminars, and providing personalized financial solutions while maintaining strong client relationships.
Asset ManagementFinanceFinancial Services
Responsibilities
Meet with High-Quality Prospects (HQP) with a portfolio ranging from $500k to $12M+, understand their financial needs, and convert them into High-Quality Clients (HQC). The average client portfolio has $1.6mm in investable assets
Conduct seminars with potential clients (filled through SAM's marketing efforts) to introduce our services, aiming to inform and invite them for personalized advisement meetings
Employ your public speaking prowess to effectively educate clients about the most suitable service options
Serve HQCs by providing personalized financial solutions and maintaining strong client relationships
Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building
Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team
Lead a team consisting of a Paraplanner (PP) who manages paperwork, asset transfers, and assists with plan preparation
Maintain compliance with laws, rules, and regulations, and adhere to company policy, considering risk appropriately in business decisions to safeguard the firm's reputation, assets, and clients
Qualification
Required
Active State Life and Health License is a must
Possession of a Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment)
Prior experience in wealth or financial planning, advising, or life and/or annuity sales
Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $12M+
Self-motivated and driven to exceed sales targets and earn substantial income (W2 income potential of $250k - $1mm+ based on performance)
Ability to work flexible hours, including 2 - 4 evenings per week for seminars, mandatory Friday office meetings, and to accommodate client availability
Your strengths lie in relationship-building; you're an adept communicator with professional enthusiasm and genuine compassion for every client you serve
Strong public speaking skills, as you'll be leading seminars
Embrace the value of a team environment, displaying respect, compromise, and attentiveness to teammates and prospective clients' needs
Self-driven, punctual, organized, and structured in managing your day, allowing for effective evening seminar scheduling
Outstanding organization and attention to detail, maintaining focus and efficiency at all times
Exceptionally self-aware, with an innate ability to discern client needs and read the room effectively
Preferred
Candidates with experience in these roles are great fits for this job: Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more
Benefits
401(k) with 4% match
All leads are provided and seminars are filled for you!
Hands-on comprehensive training and development
Administrative support with a dedicated Paraplanner (PP)
Flexible work-life balance
All overhead costs covered by SAM (marketing, office expenses, admin support, setting up seminars, etc.)
Family-oriented environment!
Company
Sentinel Asset Management, LLC.
SAM was founded with the goal of assisting its clients in every aspect of their financial lives.
Founded in 2018
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase