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 Planning Sales 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
Qualifications
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
Additional Information
Why Join OIP?