Impactful Insurance & Financial Advisor — Training Path

Banderman Wealth Management; Claremore (OK); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive Pay

Health, dental, and vision insurance

Strong benefits and retirement package

Referral program

Exclusive training and development

Job summary

A financial services organization based in Claremore, OK, is seeking an Insurance Agent to assist clients in planning for secure financial futures. This role involves engaging with the community, offering personalized consultations, and maintaining long-term relationships with clients. Ideal candidates are team-oriented, community-focused, and willing to pursue a state insurance license. Excellent training and support will be provided, alongside additional benefits and competitive compensation as you grow in your career.

Qualifications

• Team-oriented mindset with a commitment to community.
• Willingness to obtain a state insurance license.
• College degree preferred, not required.

Responsibilities

• Meet with clients to offer tailored financial solutions.
• Educate members on insurance and investment options.
• Engage with member leads through community initiatives.
• Maintain ongoing relationships and adjust financial plans.
• Participate in training programs.
• Meet performance benchmarks.

Job description

A financial services organization based in Claremore, OK, is seeking an Insurance Agent to assist clients in planning for secure financial futures. This role involves engaging with the community, offering personalized consultations, and maintaining long-term relationships with clients. Ideal candidates are team-oriented, community-focused, and willing to pursue a state insurance license. Excellent training and support will be provided, alongside additional benefits and competitive compensation as you grow in your career.