What are the responsibilities and job description for the Associate General Agent position at Wisepath Financial Group?
Associate General Agent – Remote / Hybrid
As an Associate General Agent, you will be a key part of our leadership pipeline, partnering with Strategic Financial Concepts to grow, mentor, and lead teams of financial professionals.Primary Responsibilities
Required / Preferred:
As an Associate General Agent, you will be a key part of our leadership pipeline, partnering with Strategic Financial Concepts 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 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
Required / Preferred:
- 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
- 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