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Insurance Broker
Plan Right Financial - Alderson Agency. Help clients achieve financial peace of mind through life insurance .
Posted 11/3/2026full-timeFlorence • Alabama • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising clients on life insurance, health insurance, retirement products, and financial decision-making while ensuring compliance with ethical and regulatory standards. Builds trusted relationships and effectively communicates to help clients achieve their financial goals.
Highest-signal resume keywords
Life Insurance AdvisingHealth Insurance KnowledgeFinancial Goal AchievementRegulatory ComplianceInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant 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
Relationship BuildingStrong Work EthicGritSelf-DeterminationInterpersonal Skills
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingBanking
About the role
Key responsibilities & impact- Help clients achieve financial peace of mind through life insurance
- Help clients reach financial goals
- Ensure ethical, legal, compliance, and regulatory requirements are followed
- Complete hands-on training and partner with industry experts until independently prepared
- Advise and broker products including life insurance, health insurance, retirement products, annuities, Medicare, and senior benefits
- Build trusted relationships with clients
- Help clients make informed and confident financial decisions
Requirements
What you’ll need- Ability to connect with people and build personal, trusted relationships
- Driven and committed to succeeding
- Strong work ethic
- Interest in helping people make informed, confident decisions
- Grit and self-determination
- Interpersonal people skills
- Backgrounds and work experience may include financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence
- Willingness to learn the insurance and financial services business
Benefits
Comp & perks- In-depth, hands-on training from the first day in the field
- Personalized mentoring
- Award-winning training
- Partnership with industry experts
- Commission-based income with exponential growth potential
- Ability to control income
- Career progression and income growth opportunities