Job Description
Job Description
Associate General Agent – Remote / Hybrid
Wisepath
As an Associate General Agent, you will be a key part of our leadership pipeline, partnering with SFC to grow, mentor, and lead teams of financial professionals.
Primary Responsibilities
Recruit, onboard, and develop a team of financial professionals (advisors, agents)Coach and mentor agents in sales techniques, product knowledge (insurance, annuities, investment products), client relationship skills, and complianceHelp agents build business plans, sets goals, track performance, and improve productivityCollaborate with SFC leadership to implement marketing campaigns, lead generation strategies, and regional growth initiativesMaintain knowledge of compliance, regulatory requirements, licensing, and continuing educationProvide ongoing support to agents, troubleshoot challenges, and promote best practicesMonitor key metrics (production, persistency, recruitment) and report results to senior leadershipRepresent SFC at industry events, conferences, and regional meetingsQualifications & Skills
Required / Preferred :
Life insurance and securities licensesProven track record in financial services, insurance, or wealth management (experience as a successful agent / advisor)Experience in recruiting, training, or developing sales teams or agentsStrong leadership, coaching, and mentoring skillsExcellent communication, interpersonal, and presentation skillsAbility to manage time, set priorities, and deliver results in a fast-paced environmentStrong business acumen, with comfort interpreting sales data, budgets, and forecastsIntegrity, professionalism, and a client-first orientationWhat You’ll Gain / Benefits
Competitive compensation (base + override / commission)Growth path toward deeper leadership and equity rolesAccess to OneAmerica’s product suite and support infrastructureTraining and development resources (both technical and soft-skills)Marketing support, lead-generation tools, and operational helpFlexible work arrangements (remote when possible)Strong company culture built around integrity, client success, and strategic thinkingPowered by JazzHR
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