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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-timeHattiesburg • Mississippi • 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 the ability to build trusted relationships with clients while providing guidance on life insurance, health insurance, retirement products, and financial decision-making. Committed to ethical compliance and continuous learning in the financial services industry.

Highest-signal resume keywords
Life Insurance BrokerageHealth Insurance AdvisoryRetirement Products KnowledgeClient Relationship BuildingEthical 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.

Soft Skills
Interpersonal SkillsStrong Work EthicGritSelf-DeterminationCommitment to Helping Others
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingClient Support

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 training and partner with industry experts
  • Advise and broker products including life insurance, health insurance, retirement products, annuities, Medicare, and senior benefits
  • Build trusted relationships with clients
  • Support clients in making informed, confident financial decisions

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 may include financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence
  • Willingness to learn the insurance and financial services business
  • No prior financial services industry 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
  • Commission-based income with exponential growth potential
  • Potential for income control and career advancement