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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-timeJackson • Tennessee • 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 ethical compliance. Builds trusted relationships and helps clients make informed decisions to achieve financial peace of mind.

Highest-signal resume keywords
Life Insurance AdvisingHealth Insurance KnowledgeFinancial Goal AchievementEthical ComplianceInterpersonal Skills

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-DeterminationInterpersonal Skills
Industry Keywords
Financial ServicesBusiness DevelopmentSalesMarketingManagement

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
  • Complete in-depth, hands-on training from the first day in the field
  • Partner with industry experts while learning the business
  • Advise and broker products including life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more
  • Build trusted relationships with clients
  • Help clients make informed and confident 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 welcomed in financial services, business development, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, entrepreneurship, military service, or community influence
  • Willingness to work in a commission-based career

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
  • Career advancement opportunities