Associate General Agent

Associate General Agent – Remote / Hybrid
Wisepath •  SFC Financial Group

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 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

Qualifications & Skills
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

What You’ll Gain / 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

 

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