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Sentinel Asset management
Retirement Planning Advisor
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Career Insights for Trust / Estate Lawyer
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What they do
A Trust or Estate Lawyer works with all legal aspects of trusts and estates. This can include aspects of family law, taxation law, business law, inheritance law and probate law, as well as questions of community property, joint ownership and charitable gifts.
$168,539 / year median in Virginia
+9% projected growth
Job Description
Most sales roles leave you to sink or swim — build your own pipeline, figure out your own training, hope for the best. This one's different. You get the autonomy of running your own client relationships, backed by a firm that fills your calendar with qualified prospects and gives you a dedicated support team to lean on. The Opportunity Sentinel Asset Management works with clients 59+ who have $1M+ in investable assets, helping them plan for retirement income through annuities and investment strategies. You'll meet with prospects generated through our seminars and marketing, guide them through a two-step planning conversation, and close business. What Makes This Role Different You're not cold calling or buying your own leads — seminars and prospects are provided A dedicated Paraplanner handles plan preparation so you can stay focused on clients All marketing and overhead costs are covered by the firm Real training on the process, not a "sink or swim" onboarding Day-to-Day Meet with prospects from company-run seminars and marketing campaigns Run discovery conversations to understand each client's goals and situation Present tailored retirement income plans and close aligned clients Conduct periodic reviews to maintain long-term client relationships Keep accurate documentation in line with compliance standards Support You'll Have Dedicated Paraplanner for plan prep and administrative work All leads and seminar appointments provided — no cold calling Top performers earn $250K+ Hands-on training on Sentinel's planning process 401(k) with 4% match Flexible scheduling around business hours Ideal Candidate Series 65 license required Life & Health Insurance license required Bachelor's degree preferred CFP®, ChFC®, CLU®, or Certified Financial Fiduciary a plus Not licensed yet? That's workable — just adds 45-60 days before you're client-ready Earning Potential This is a commission-based role with no ceiling on income — top performers are earning $250,000+ on target. Interested? Apply today.