Insurance Advisor Carradini Health and Wealth Tulsa, OK Job Details Permanent | Full-time $60,000 - $90,000 a year 5 hours ago Benefits Life insurance Qualifications Teamwork Customer relationship building Medicare Sales Client rapport building Insurance sales Life & Health Insurance License Full Job Description

ABOUT THE ROLE

Carradini Health &Wealth is an independent insurance agency helping individuals, families, retirees, and business owners Protect Their Health and Protect Their Wealth. We are looking for a motivated Insurance Advisor who wants to build a successful long-term career based on relationships, service, and results. Our advisors help clients navigate Medicare, private health insurance, life insurance, annuities, long-term care and home health solutions, supplemental protection products, and other insurance needs. We take a relationship-based approach. A Medicare or health insurance conversation may introduce us to a client, but our goal is to understand the client's broader needs, identify areas where their health or wealth may be at risk, educate them about their options, and build a relationship that can continue for years. Our team values integrity, discipline, accountability, continuous improvement, service, and measurable results. If you're coachable, competitive, relational, disciplined, and hungry to succeed, this opportunity may be for you. Military veterans, former competitive athletes, experienced sales professionals, and others who have demonstrated leadership, discipline, resilience, competitiveness, and a strong drive to succeed are encouraged to apply. Prior insurance experience is helpful but not required.

DAY-TO-DAY RESPONSIBILITIES

Work approximately 100 agency-provided leads per week initially, with lead volume expected to increase as our marketing expands Handle agency-generated appointments and inbound opportunities Conduct outbound calls and consistently follow up with prospective clients Meet with clients by telephone, video, and in person Educate Medicare-eligible clients about their coverage options and assist with appropriate enrollments Help individuals and families evaluate private health insurance options Identify additional client needs involving life insurance, annuities, long-term care, home health, supplemental health products, and other protection strategies Develop long-term relationships with clients and generate referrals Conduct annual client reviews and follow-up Participate in educational seminars, workshops, and client events in our onsite classroom Maintain complete and accurate CRM records for client interactions Participate in sales training, product training, call reviews, role-playing, and professional development Meet established activity, production, compliance, and client-service standards

TRAINING & ONBOARDING

An Oklahoma Life & Health insurance license is helpful but not required to apply. If you are not currently licensed, after accepting an offer you will have approximately 3 weeks to complete the required coursework and pass the Oklahoma Life & Health insurance licensing examinations before your start date. Our objective is for you to arrive on Day 1 licensed and ready to begin hands-on training. Pre-Start — Weeks 1-3: Complete required Life & Health insurance licensing coursework and pass the Oklahoma licensing examinations before your start date. Months 1-2: Earn $20.00 per hour plus 30% of commissions generated while you receive hands-on training, shadow experienced professionals, work agency-provided leads, prospect, meet with clients, and begin selling with coaching and support. Month 3 and

Beyond:

Transition to 30% commissions with no hourly base compensation.

Ongoing training will include:

Medicare Private health insurance Life insurance Annuities Long-term care and home health solutions Supplemental protection products Client discovery and needs analysis Relationship-based selling Prospecting and follow-up Referral development CRM and agency systems Compliance and documentation We aren't simply looking to teach someone how to sell an insurance policy. We want to develop an advisor who can build trusted, long-term client relationships.

COMPENSATION & EARNINGS POTENTIAL

First Two Months $20.00/hour + 30% of commissions generated Month 3 and Beyond 30% commissions — no base compensation There is no artificial cap on commissions.

Estimated Earnings Potential:

Year 1: $60,000-$90,000 Year 2: Potential up to $150,000 Year 3+: Potential $200,000+ Actual earnings depend upon individual production and are not guaranteed.

LEADS & BUSINESS DEVELOPMENT

Carradini Health & Wealth will provide approximately 100 leads per week initially, with plans to increase lead volume as our advertising and marketing campaigns expand. We expect our advisors to work agency-provided opportunities consistently, promptly, and professionally. Successful advisors will also learn to build their own pipeline through client referrals, networking, community relationships, educational events, existing-client reviews, personal prospecting, and relationship development. Our goal is to help you develop a growing book of client relationships rather than remain dependent upon a single source of leads.

LICENSING

This is an LOA — Licensed Only Agent position. Business is written through Carradini Health & Wealth and its approved carriers and agency relationships. The advisor is responsible for maintaining all required licenses, certifications, continuing education, carrier requirements, and compliance standards. Carradini Health & Wealth will pay approved licensing fees for additional nonresident state insurance licenses as the advisor's territory expands.

ERRORS & OMISSIONS INSURANCE

The advisor is responsible for obtaining and maintaining qualifying professional Errors & Omissions (E&O) insurance. Carradini Health & Wealth will contribute $25 per month toward the cost of the advisor's E&O coverage.

OFFICE & EQUIPMENT

This is a full-time, in-person position in our Tulsa office. Carradini Health & Wealth provides: Professional office space Computer and necessary office equipment CRM and agency systems Agency-generated leads Sales and product training Marketing support Coaching and professional development Onsite classroom and meeting space for seminars, workshops, and client events

SCHEDULE

Monday-Friday 8:00 a.m.-5:00 p.m. The position is primarily onsite so the advisor can benefit from training, coaching, collaboration,client appointments, and our educational-event environment. Occasional evening events or other activities may be scheduled as business opportunities warrant.

IDEAL CANDIDATE PROFILE

Must-Have Qualities Coachable — willing to follow a system, receive feedback, make adjustments, and continually improve. Competitive — enjoys setting goals, measuring results, achieving, and winning. Disciplined — consistently does what needs to be done without requiring someone else to provide constant motivation. Driven — wants compensation and opportunity tied directly to performance. Relational — genuinely enjoys people and understands how to develop trust over time. Confident — comfortable initiating conversations, ask

Pay:

$60,000.00 - $90,000.00 per year

Work Location:

In person