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Plan Right Financial - Alderson Agency

Insurance Broker

Plan Right Financial - Alderson Agency

. Help clients attain financial peace of mind through life insurance .

Posted 11/3/2026full-timeOxford • Mississippi • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates the ability to build trusted relationships with clients while advising on life insurance, health insurance, retirement products, and financial decision-making. Committed to ethical practices and helping clients achieve financial peace of mind.

Highest-signal resume keywords
Life Insurance AdvisingFinancial Product BrokeringClient Relationship BuildingEthical ComplianceInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Life InsuranceHealth InsuranceRetirement ProductsAnnuitiesMedicareSenior Benefits
Soft Skills
Strong Work EthicGritSelf-DeterminationInterpersonal SkillsCommitment to Helping Others
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingClient-Partner Base

About the role

Key responsibilities & impact
  • Help clients attain financial peace of mind through life insurance
  • Help clients reach financial goals while following ethical, legal, and regulatory requirements
  • Receive hands-on training and partner with industry experts until independently capable
  • Advise and broker insurance and financial products, including life insurance, health insurance, retirement products, annuities, Medicare, and senior benefits
  • Build trusted relationships with clients
  • Help individuals make informed and confident financial decisions
  • Develop a career and client-partner base within WB Agency

Requirements

What you’ll need
  • Ability to connect with people and build personal, trusted relationships
  • Driven and committed to succeeding
  • Strong work ethic
  • Enjoy helping people make informed, confident decisions
  • Grit and self-determination
  • Interpersonal people skills
  • Backgrounds and work experience welcomed from financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, and community influence
  • No prior financial services industry experience required; training provided

Benefits

Comp & perks
  • In-depth, hands-on training from the first day in the field
  • Personalized mentoring
  • Award-winning training
  • Partnership with industry experts
  • Income growth potential
  • Commission-based compensation
  • Ability to control income
  • Flexible career growth opportunities