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Plan Right Financial - Alderson Agency

Insurance Broker

Plan Right Financial - Alderson Agency

. Serve clients as an independent advisor and broker for life insurance and other financial products .

Posted 11/3/2026full-timeOwensboro • Kentucky • 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 building trusted client relationships and guiding individuals in making informed financial decisions. Committed to ethical practices and compliance within the financial services industry.

Highest-signal resume keywords
Client Relationship ManagementFinancial Advisory SkillsEthical ComplianceInterpersonal CommunicationSales and Marketing Experience

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills
Strong Work EthicGritSelf-DeterminationInterpersonal People SkillsDesire to Help Others
Industry Keywords
Life InsuranceFinancial ProductsFinancial ServicesBusiness DevelopmentHospitalityBankingSalesMarketingManagementEntrepreneurship

About the role

Key responsibilities & impact
  • Serve clients as an independent advisor and broker for life insurance and other financial products
  • Help clients achieve financial peace of mind and reach their goals through life insurance
  • Ensure ethical, legal, compliance, and regulatory requirements are followed
  • Complete hands-on training and partner with industry experts while learning the business
  • Build trusted relationships with clients
  • Help individuals make informed and confident financial decisions
  • Develop an insurance and financial services career with income growth and partnership opportunities

Requirements

What you’ll need
  • Ability to connect with people and build personal, trusted relationships
  • Driven and committed to succeeding
  • Strong work ethic
  • Desire to help 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

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 income growth potential
  • Commission-based compensation
  • Career progression and partnership opportunities