What are the responsibilities and job description for the Sales Planning Associate position at Optimized Insurance Planning?
Company Description
Optimized Insurance Planning (OIP) is a national insurance planning firm dedicated to helping financial advisors and wealth managers deliver better outcomes for their clients—and better lives for themselves.
We specialize in risk management solutions, including annuities, life insurance, and long-term care insurance, and integrate these strategies into a holistic financial planning framework. OIP partners with forward-thinking financial professionals who are committed to acting in the best interests of their clients and who value education, collaboration, and long-term relationships.
Through our planning expertise, advisor support model, and our Race to Success philosophy, OIP empowers advisors to elevate their practices, enhance client confidence, and build sustainable success. At our core, we are relationship-driven, growth-oriented, and committed to delivering a thoughtful, client-centric experience at every level.
Job Description
Optimized Insurance Planning is seeking an enthusiastic, energetic, and motivated Insurance Planning Sales Associate to join our growing team in Fort Worth, TX. This is a full-time, on-site role ideal for a young professional who thrives on relationship- building, professional development, and representing a mission-driven brand within the financial advisor community.
As a Sales Planning Associate, you will play a critical role in supporting OIP’s advisors and internal planning team while helping expand relationships with financial advisors and wealth managers nationwide. You will be an ambassador for OIP and our Race to Success program, engaging advisors with confidence, professionalism, and purpose.
Key Responsibilities
Why Join OIP?
Optimized Insurance Planning (OIP) is a national insurance planning firm dedicated to helping financial advisors and wealth managers deliver better outcomes for their clients—and better lives for themselves.
We specialize in risk management solutions, including annuities, life insurance, and long-term care insurance, and integrate these strategies into a holistic financial planning framework. OIP partners with forward-thinking financial professionals who are committed to acting in the best interests of their clients and who value education, collaboration, and long-term relationships.
Through our planning expertise, advisor support model, and our Race to Success philosophy, OIP empowers advisors to elevate their practices, enhance client confidence, and build sustainable success. At our core, we are relationship-driven, growth-oriented, and committed to delivering a thoughtful, client-centric experience at every level.
Job Description
Optimized Insurance Planning is seeking an enthusiastic, energetic, and motivated Insurance Planning Sales Associate to join our growing team in Fort Worth, TX. This is a full-time, on-site role ideal for a young professional who thrives on relationship- building, professional development, and representing a mission-driven brand within the financial advisor community.
As a Sales Planning Associate, you will play a critical role in supporting OIP’s advisors and internal planning team while helping expand relationships with financial advisors and wealth managers nationwide. You will be an ambassador for OIP and our Race to Success program, engaging advisors with confidence, professionalism, and purpose.
Key Responsibilities
- Support the development and execution of customized insurance planning solutions across annuities, life insurance, and long-term care
- Engage and build relationships with financial advisors and wealth managers through proactive communication and follow-up
- Assist sales leadership and planners with case preparation, research, and solution design
- Coordinate with internal teams to ensure smooth case flow, accurate documentation, And exceptional service delivery
- Maintain detailed and organized client and advisor records within internal systems
- Represent Optimized Insurance Planning with energy, integrity, and professionalism in all interactions
- Contribute to a seamless, high-quality advisor and client experience
- A driven, coachable, and relationship-oriented professional early in their career
- Passionate about serving financial advisors and helping them grow stronger, more effective practices
- Excited by insurance planning, risk management strategies, and their role within comprehensive financial planning
- Comfortable communicating with professionals and building trust over time
- Highly organized, detail-oriented, and proactive
- Energized by being part of a growth-focused team and a long-term career path within financial and insurance services
Why Join OIP?
- Be part of a nationally respected insurance planning firm with a clear mission and strong culture
- Gain hands-on exposure to insurance planning, advisor engagement, and practice development
- Learn from experienced planners and industry professionals
- Grow within a firm that values education, performance, and personal development
- Represent a brand—and a philosophy—that truly supports advisors and enhances lives