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Plan Right Financial - Alderson Agency

Insurance Broker – Training Provided

Plan Right Financial - Alderson Agency

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

Posted 11/3/2026full-timeClarksville • Tennessee • 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 life insurance, health insurance, retirement planning, and compliance with ethical and regulatory standards while building trusted relationships with clients to help them achieve financial peace of mind.

Highest-signal resume keywords
Life Insurance BrokerageHealth Insurance KnowledgeRetirement PlanningEthical 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.

Soft Skills
Relationship BuildingStrong Work EthicGritSelf-DeterminationInterpersonal People Skills
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingLegal Compliance

About the role

Key responsibilities & impact
  • Help clients attain financial peace of mind through life insurance
  • Help clients reach their financial goals
  • Act as an independent advisor and broker for life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and other products
  • Ensure ethical, legal, compliance, and regulatory requirements are followed
  • Complete hands-on training and partner with industry experts while learning the business
  • Build personal and trusted relationships with clients
  • Help people make informed and confident financial decisions
  • Develop a career with WB Agency as an independent insurance broker

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 welcomed from financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence
  • Willingness to complete in-depth training and work with industry experts
  • Ability to comply with ethical, legal, and regulatory requirements
  • Ability to work in a commission-based career

Benefits

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