Associate General Agent: Wisepath is Hiring Remote

Wisepath and SFC Financial Group are offering an exceptional remote job opportunity for an Associate General Agent who will be a key part of their leadership pipeline. This is a unique chance for experienced financial services professionals who want to grow, mentor, and lead teams while working remotely or in a hybrid arrangement, building a career path toward deeper leadership and equity roles.

In this role, you will recruit, onboard, and develop teams of financial professionals including advisors and agents, coaching them in sales techniques, product knowledge, and compliance while helping them build sustainable businesses. The position involves collaborating with SFC leadership on marketing campaigns, lead generation strategies, and regional growth initiatives, serving as a bridge between field agents and corporate leadership.

The ideal candidate possesses life insurance and securities licenses with a proven track record in financial services, insurance, or wealth management, along with experience in recruiting, training, or developing sales teams. You will have opportunities to advance into deeper leadership positions, access OneAmerica’s comprehensive product suite, and build a successful career with competitive compensation including base salary plus override commissions.

Key Responsibilities

Team Building & Recruitment

• Recruit, onboard, and develop teams of financial professionals including advisors and agents
• Build pipeline of qualified candidates through networking, industry events, and strategic outreach
• Conduct interviews, assess candidate fit, and guide new agents through licensing and onboarding processes
• Monitor key recruitment metrics and report results to senior leadership

Coaching & Mentorship

• Coach and mentor agents in sales techniques, prospecting strategies, and client relationship skills
• Provide training on product knowledge including insurance, annuities, and investment products
• Ensure agents understand and maintain compliance with regulatory requirements and company policies
• Help agents build comprehensive business plans, set achievable goals, and track performance metrics
• Troubleshoot challenges agents face and promote best practices across the team

Business Development & Growth

• Collaborate with SFC leadership to implement marketing campaigns and lead generation strategies
• Drive regional growth initiatives and expand market presence in assigned territories
• Help agents improve productivity through systematic business planning and goal setting
• Monitor production, persistency, and recruitment metrics to ensure team success
• Provide ongoing support to agents and address operational or strategic challenges

Leadership & Representation

• Represent SFC Financial Group at industry events, conferences, and regional meetings
• Maintain knowledge of compliance, regulatory requirements, licensing, and continuing education
• Serve as liaison between field agents and corporate leadership
• Contribute to strategic planning and organizational growth initiatives

Requirements

Licensing & Certifications

• Life insurance license required
• Securities licenses required
• Maintenance of all necessary continuing education and compliance requirements

Professional Experience

• Proven track record in financial services, insurance, or wealth management
• Experience as a successful agent or advisor with demonstrated production results
• Experience in recruiting, training, or developing sales teams or agents strongly preferred
• Understanding of insurance products, annuities, and investment products

Technical Skills

• Strong business acumen with comfort interpreting sales data, budgets, and forecasts
• Ability to analyze production metrics, persistency rates, and recruitment effectiveness
• Proficiency with CRM systems and sales tracking tools
• Comfortable with digital marketing and lead generation platforms

Soft Skills

• Strong leadership, coaching, and mentoring abilities
• Excellent communication, interpersonal, and presentation skills
• Ability to manage time effectively, set priorities, and deliver results in fast-paced environments
• Integrity, professionalism, and client-first orientation
• Motivational skills to inspire and develop team members
• Problem-solving abilities and strategic thinking

Benefits & Perks

Wisepath and SFC Financial Group are committed to providing competitive compensation and comprehensive support for professional growth and success.

• Competitive Base Plus Commission – Base salary plus override commissions on team production
• Leadership Growth Path – Clear advancement opportunities toward deeper leadership and equity roles
• OneAmerica Product Suite – Access to comprehensive insurance and investment product portfolio
• Infrastructure Support – Operational support and resources from established organization
• Training Resources – Both technical and soft-skills development programs
• Marketing Support – Lead-generation tools and marketing assistance for your team
• Flexible Work Arrangements – Remote work options when possible with hybrid flexibility
• Strong Company Culture – Built around integrity, client success, and strategic thinking
• Industry Events – Opportunities to represent company at conferences and networking events
• Operational Help – Back-office support to focus on growth and leadership

About Wisepath and SFC Financial Group

Wisepath operates in partnership with SFC Financial Group, both organizations dedicated to helping financial professionals build successful, sustainable practices. As an Associate General Agent, you’ll be joining a leadership pipeline designed to develop future leaders within the organization, with clear pathways to increased responsibility and equity participation.

SFC Financial Group has established strong partnerships with leading insurance carriers including OneAmerica, providing agents and advisors access to competitive products, comprehensive training, and robust operational support. The organization emphasizes building a culture of integrity, client-first service, and strategic business development, creating an environment where both individual agents and team leaders can thrive.

The company’s approach combines the resources and stability of established financial services infrastructure with the entrepreneurial flexibility that allows leaders to build and grow their own teams. This balance provides Associate General Agents with the support needed to succeed while offering the autonomy to develop their leadership style and business approach. The organization values long-term relationships, sustainable growth, and creating genuine value for clients and advisors alike.

The Associate General Agent Role in Today’s Remote Work Market

Associate General Agent positions in financial services have evolved with remote and hybrid work models becoming increasingly common. The insurance and wealth management sectors particularly value leaders who can build and manage distributed teams effectively, providing coaching and support through digital channels while maintaining high production standards. Demand for experienced financial services leaders who can recruit and develop talent continues to grow as the industry faces advisor shortages and increasing complexity.

According to industry compensation data, Associate General Agents typically earn between $80,000 and $150,000 in total compensation including base salary and override commissions, with top performers earning significantly more as their teams grow. Career advancement opportunities include General Agent positions, regional leadership roles, equity partnerships, or executive management positions within insurance marketing organizations and broker-dealers, particularly for those who demonstrate consistent recruitment, team development, and production growth.

Insider Tips for Applicants

Highlight Your Dual Success Record

This role requires both personal production success AND team development capabilities. Demonstrate that you’ve been a successful individual producer who also has experience helping others succeed. Share specific examples of agents you’ve mentored, recruited, or trained, along with metrics showing their growth under your guidance. This dual capability is what distinguishes Associate General Agents from either pure producers or pure managers.

Emphasize Your Licensing and Compliance Knowledge

The role specifically requires life insurance and securities licenses, plus maintaining knowledge of compliance and regulatory requirements. Beyond just having licenses, showcase your understanding of compliance frameworks, your track record of maintaining ethical standards, and your ability to instill compliance consciousness in agents you supervise. In today’s regulatory environment, this knowledge and commitment to doing things right is increasingly valuable.

Demonstrate Business Building Acumen

Wisepath emphasizes helping agents “build business plans, set goals, track performance, and improve productivity.” Share specific examples of business planning processes you’ve used, goal-setting frameworks you’ve implemented, or systems you’ve created to track and improve agent productivity. Show that you understand the business side of financial services, not just the sales side, which is crucial for developing sustainable agent practices.

Frequently Asked Questions

Is this position fully remote or hybrid?

The job posting mentions “Remote / Hybrid” with “flexible work arrangements (remote when possible)” as a benefit, suggesting the role offers flexibility but may include some in-person requirements. You’ll likely need to attend industry events, conferences, and regional meetings, plus potentially meet with agents in your territory periodically. The specific balance between remote and in-person work should be clarified during the interview process and may depend on your location and the geographic distribution of agents you’re supporting.

What does the compensation structure look like?

The posting indicates “competitive compensation (base + override / commission),” meaning you’ll receive a base salary plus override commissions on the production of agents you recruit and develop. Your earnings potential grows as your team grows and produces more business. Overrides typically range from small percentages on each agent’s production, but with a large, productive team, these overrides can significantly exceed base salary. Specific percentage structures and compensation details would be discussed during the hiring process.

Do I need to already have a team, or will I be building from scratch?

The job description focuses heavily on recruiting and onboarding new agents, suggesting you’ll be building and developing teams rather than inheriting an existing team. This is typical for Associate General Agent roles, which are designed as development positions within the leadership pipeline. Your success will be measured largely on your ability to recruit quality agents, help them get licensed and productive, and develop them into successful financial professionals, making recruitment and training skills as important as your own sales background.