Insurance Broker

Time freedom, handsome compensation, and not having a boss nagging at you every day! These are all a part of the ‘American dream’. The most difficult part of obtaining these freedoms is finding the right vehicle to do it with. Here at PlanRight Financial on the Burton team, it is my American dream to help make yours come true. We are looking for sharp, coachable, quick-learning individuals to help obtain these dreams!

$75,000 - $100,000 yearly

• Leverage actuary data to strategically set premiums and maximize branch profit and use predictive modeling to determine risk and liability of payment of future benefits
• Hire, train, develop, and manage insurance agents with great potential so they become high-performers to gain new clients and maximize sales
• Assure that all ethical and legal compliance regulations are being followed by staff when handling insurance investigation claims
• Assess existing company policies, offer advice on improvements, and implement new policies for the branch as needed
• Monitor the branch’s financial performance and ensure we’re meeting sales targets

• Educate families, and help make ethical recommendations for their financial future
• Be a team player
• If a natural leader, be open to teaching and leading other agents to success
• Leverage learned data to assess policies and maximize benefits for the client

• Must have active insurance agent license in your state
• At least 5 years of experience in the insurance industry in a management or supervisory position
• Strong knowledge of the latest types of insurance, insurance plans, insurance products, current insurance policies, policy requirements, laws, and regulations
• 4-year degree in finance or business administration
• Excellent management, leadership, interpersonal skills, and communication skills

• Personable communication skills
• Active insurance license NOT required BUT preferred
• Basic insurance knowledge is preferred
• Willingness to be coachable

PlanRight Financial- Lily Burton Team is an insurance brokerage, which means we work alongside 10-20 state-regulated providers, not only to maximize our time but our wallets as well.

We offer one-on-one training and leadership in obtaining your license and start your career on the right foot.

Our personal goal on the Lily Burton Team is to ensure you a solid and ethical career launch, so you can have the money, time, and freedom we all desire.