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Insurance Broker – Training Provided
Plan Right Financial - Alderson Agency. Help clients attain financial peace of mind through life insurance .
Posted 11/3/2026full-timeLexington • Kentucky • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in advising clients on life insurance, health insurance, retirement products, and annuities while ensuring compliance with ethical and legal standards. Builds trusted relationships to empower clients in making informed financial decisions.
Highest-signal resume keywords
Life Insurance AdvisoryHealth Insurance ProductsEthical ComplianceInterpersonal SkillsFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life InsuranceHealth InsuranceRetirement ProductsAnnuitiesMedicareSenior Benefits
Soft Skills
Relationship BuildingStrong Work EthicGritSelf-DeterminationInterpersonal 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 financial goals through insurance products
- Ensure ethical, legal compliance, and important regulations are followed
- Complete hands-on training and work alongside industry experts
- Advise and broker products including life insurance, health insurance, retirement products, annuities, Medicare, and senior benefits
- Build trusted relationships with clients
- Help individuals make informed and confident financial decisions
- Develop a career in an independent insurance brokerage and financial services organization
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
- Willingness to learn the insurance and financial services business
- Ability to follow ethical, legal compliance, and regulatory requirements
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 income growth potential
- Opportunity to control income through commission-based compensation
- Career progression and partnership opportunities