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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-timeNashville • Tennessee • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates the ability to build trusted relationships with clients while providing guidance on life insurance, health insurance, and financial decision-making. Committed to ethical practices and compliance within the financial services industry.

Highest-signal resume keywords
Life Insurance AdvisoryFinancial Decision-MakingRelationship BuildingEthical ComplianceBusiness Development

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
Interpersonal SkillsStrong Work EthicGritSelf-DeterminationCommitment to Success
Industry Keywords
Financial ServicesInsurance BrokerageRetirement PlanningAnnuitiesMedicareSenior BenefitsSalesMarketingBusiness DevelopmentCommunity Influence

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, compliance, and regulatory requirements
  • Act as an independent advisor and broker for life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and related products
  • Build trusted relationships with clients
  • Help clients make informed and confident financial decisions
  • Complete hands-on field training and partner with industry experts while developing expertise
  • Develop an insurance brokerage business with support from 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
  • Interest in helping people make informed, confident decisions
  • Grit and self-determination
  • Interpersonal people skills
  • Backgrounds and work experience in areas including financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence are welcomed
  • Must be willing to learn the insurance and financial services business
  • No prior financial services knowledge required; training is provided

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 earning opportunity