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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-timeRemote • 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 expertise in advising clients on life insurance, health insurance, retirement products, and annuities while ensuring compliance with ethical and legal standards. Possesses strong interpersonal skills to build trusted relationships and a commitment to helping clients achieve financial peace of mind.

Highest-signal resume keywords
Life Insurance AdvisoryHealth Insurance BrokerageRetirement Products KnowledgeEthical 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
Relationship BuildingStrong Work EthicGritSelf-DeterminationCommitment to Success
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingCompliance

About the role

Key responsibilities & impact
  • Help clients attain financial peace of mind through life insurance
  • Help clients reach financial goals
  • Ensure ethical, legal compliance, and important regulations are followed
  • Learn the insurance and financial services business through hands-on training
  • Partner with industry experts while developing independence
  • Advise and broker products including life insurance, health insurance, retirement products, annuities, Medicare, and senior benefits

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
  • Willingness to learn the insurance and financial services business
  • Backgrounds and work experience considered from financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence

Benefits

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