Sales Planning Associate

Job description

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 t...