Impactful Insurance & Financial Advisor — Training Path

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

Benefits offered by this job

Competitive Pay

Strong benefits and retirement package

Dental, health, and vision insurance benefits

Life insurance

Referral program

Job summary

A financial services organization in Oklahoma City is seeking an Insurance Agent who will help individuals and families secure their financial future through services like life insurance and estate planning. This position involves community engagement, providing financial guidance, and personalized consultations, with a strong emphasis on building long-term relationships. Successful candidates will receive sponsorship for state licensing and engage in ongoing professional development. Competitive pay and robust benefits package are included.

Qualifications

• Willingness to Obtain State Insurance License.
• Athletic background is a bonus.
• Military background is a bonus.

Responsibilities

• Meet with individuals to understand their financial situation and goals.
• Provide tailored life insurance and investment-based solutions.
• Educate members on financial tools like retirement planning.
• Engage with existing member leads from local marketing efforts.
• Build relationships with community members.
• Participate in mentorship and training programs.
• Meet performance benchmarks for activity and retention.
• Adhere to industry regulations and company policies.

Skills

Team-Oriented

Community-Focused

Coachable

Goal-Driven

Education

College Degree

Job description

A financial services organization in Oklahoma City is seeking an Insurance Agent who will help individuals and families secure their financial future through services like life insurance and estate planning. This position involves community engagement, providing financial guidance, and personalized consultations, with a strong emphasis on building long-term relationships. Successful candidates will receive sponsorship for state licensing and engage in ongoing professional development. Competitive pay and robust benefits package are included.