Broker assistant • plano tx
We're looking for motivated second-career professionals who are driven, coachable, and ready to take initiative.Selected candidates will enter our Broker Training Program, where they will receive h... Show more
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The average salary range is between $ 39,734 and $ 72,500 year , with the average salary hovering around $ 47,500 year .
We're looking for motivated second-career professionals who are driven, coachable, and ready to take initiative. Selected candidates will enter our Broker Training Program, where they will receive hands-on training in business development, client acquisition, financial services, and team growth.
This opportunity is designed for individuals who want more than a traditional job. You will gain experience in client relationship management, recruiting and training new agents, business development, and day-to-day agency operations while developing the leadership skills needed for long-term advancement.
Our goal is to develop professionals who can build strong client relationships, contribute to company growth, and eventually take on greater leadership responsibility—including the opportunity to manage and operate their own branch office.
If you are ambitious, competitive, team-oriented, and looking for a career with significant growth potential, we want to hear from you.
Compensation:
$82,000 - $150,000 at plan commission
Responsibilities:
Build and maintain trusted relationships with prospective and existing clients.
Identify client needs and recommend appropriate life insurance, retirement, and financial protection strategies.
Develop strong sales, communication, leadership, and business development skills through our training program.
Generate new business through prospecting, referrals, relationship building, and client acquisition activities.
Guide clients through the application and policy process while maintaining a high standard of service.
Conduct regular client reviews to ensure financial strategies continue to align with their goals and changing needs.
Develop the leadership, business development, and operational skills necessary to manage and eventually lead a successful agency.
Qualifications:
Experience working with people in sales, service, or a professional environment.
Must hold or be willing to obtain a state life insurance license.
Results-driven, self-motivated, coachable, and comfortable working toward goals.
Strong communication, presentation, and relationship-building skills.
Comfortable using computers and basic business technology.
Ability to understand client needs and provide client-focused solutions.
Insurance experience is not required; training is provided.
Performance-based compensation tied to individual production and results.
About Company
https://www.instagram.com/risefinancialtx/
Rise Financial is a financial services company helping multicultural, middle-class families protect their income, build wealth, and create a secure financial future. Through financial education, life insurance—including term, whole life, universal life, and indexed universal life—and annuities, we help families make informed decisions and prepare for the future with confidence.
We are building an energetic, ambitious, competitive, team-focused culture where driven individuals can grow personally and professionally. Through hands-on training, mentorship, leadership development, and a supportive environment, we help new professionals develop the skills and knowledge to succeed.
Our vision is to expand across multiple states and ultimately serve one million families. At Rise Financial, we believe purpose creates progress, and progress creates prosperity. We’re looking for ambitious people who want to grow, lead, and make an impact.
