Associate General Agent jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wisepath Financial Group · 1 day ago

Associate General Agent

positionFayetteville, AR
timeFull-time
remoteHybrid
senioritySenior Level

Wisepath Financial Group is seeking an Associate General Agent to be a key part of their leadership pipeline. This role involves recruiting, mentoring, and leading teams of financial professionals while implementing strategies for growth and compliance.

ConsultingFinancial ServicesInsuranceRetirement

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 compliance
Help agents build business plans, sets goals, track performance, and improve productivity
Collaborate with SFC leadership to implement marketing campaigns, lead generation strategies, and regional growth initiatives
Maintain knowledge of compliance, regulatory requirements, licensing, and continuing education
Provide ongoing support to agents, troubleshoot challenges, and promote best practices
Monitor key metrics (production, persistency, recruitment) and report results to senior leadership
Represent SFC at industry events, conferences, and regional meetings

Qualification

Life insurance licenseSecurities licenseFinancial services experienceRecruiting experienceLeadership skillsCoaching skillsBusiness acumenProfessionalismClient-first orientationCommunication skillsInterpersonal skillsPresentation skillsTime managementIntegrity

Required

Life insurance and securities licenses
Proven track record in financial services, insurance, or wealth management (experience as a successful agent/advisor)
Experience in recruiting, training, or developing sales teams or agents
Strong leadership, coaching, and mentoring skills
Excellent communication, interpersonal, and presentation skills
Ability to manage time, set priorities, and deliver results in a fast-paced environment
Strong business acumen, with comfort interpreting sales data, budgets, and forecasts
Integrity, professionalism, and a client-first orientation

Benefits

Competitive compensation (base + override / commission)
Growth path toward deeper leadership and equity roles
Access to OneAmerica’s product suite and support infrastructure
Training and development resources (both technical and soft-skills)
Marketing support, lead-generation tools, and operational help
Flexible work arrangements (remote when possible)
Strong company culture built around integrity, client success, and strategic thinking

Company

Wisepath Financial Group

twittertwitter
company-logo
Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.
dateFounded in 2017
location
Winston-salem, North Carolina, USA
people-size11-50 employees
web-link
https://www.wisepathgroup.com/

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Jesse Andrews, CLTC®
Founder & CEO
linkedin
Company data provided by crunchbase