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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-timeHuntsville • Alabama • 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, and financial products while ensuring compliance with ethical and legal standards. Builds trusted relationships to empower clients in making informed financial decisions.

Highest-signal resume keywords
Independent Insurance AdvisorLife Insurance BrokerageFinancial Services ExperienceInterpersonal People SkillsEthical Compliance

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 PlanningAnnuitiesMedicareSenior Benefits
Soft Skills
Relationship BuildingStrong Work EthicGritSelf-DeterminationCommitment to Helping Others
Industry Keywords
Financial GoalsBusiness DevelopmentSalesMarketingEducationReal Estate

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
  • Participate in hands-on field training and partner with industry experts
  • Advise and broker products including life insurance, health insurance, retirement, annuities, Medicare, and senior benefits
  • Build trusted relationships with clients
  • Help clients make informed and confident financial decisions
  • Develop a career as an independent insurance broker and potential company partner

Requirements

What you’ll need
  • Ability to connect with people and build personal, trusted relationships
  • Driven and committed to succeeding
  • Strong work ethic
  • Enjoy 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 able to work as an independent insurance advisor and broker

Benefits

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