Insurance Broker – Training Provided

Plan Right Financial - Alderson Agency

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

Posted 11/3/2026full-timeMontgomery • 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 life insurance, health insurance, and financial advisory services while building trusted relationships with clients. Committed to ethical compliance and helping individuals make informed financial decisions.

Highest-signal resume keywords

Life Insurance AdvisoryFinancial Goal AchievementEthical ComplianceInterpersonal SkillsClient Relationship Building

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-DeterminationPeople SkillsCommitment to Helping Others

Industry Keywords

Financial ServicesBusiness DevelopmentSalesMarketingRetirement PlanningAnnuitiesMedicareSenior BenefitsCommunity InfluenceEntrepreneurship

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
Partner with industry experts while learning the business
Act as an independent advisor and broker for life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and other products
Build trusted relationships with clients
Help individuals 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
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
Willingness to complete in-depth training and work with industry experts

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 partnership opportunities