Annuity and insurace representative

WealthBridge Financial Group; Boise (ID); Remote; USD 34,000 - 76,000; Part time

Job summary

WealthBridge Financial Group is seeking an Annuity and Insurance Representative for a remote, contract role focused on helping clients understand, select, and manage annuity and insurance solutions aligned with their long-term financial goals. You will conduct needs-based assessments, explain product features in clear language, and present tailored recommendations within a comprehensive financial strategy.

You will follow up with clients, prepare and process applications, maintain documentation,

Qualifications

• Knowledge of annuity and life insurance products with needs analysis.
• Experience in financial planning or wealth management with client-centric ethics.
• Strong communication to explain concepts clearly.
• Proficiency with CRM and digital tools for remote engagement.

Responsibilities

• Conduct needs-based assessments for clients seeking annuity or insurance solutions.
• Explain features and benefits in clear, accessible language and present recommendations.
• Prepare and process applications; maintain accurate documentation.
• Support ongoing policy servicing and collaborate with advisors and CPAs.
• Stay current on industry trends, product changes, and compliance requirements.

Skills

Annuity & life insurance knowledge

Financial planning / wealth management

Clear communication

Remote client engagement

Independent in remote teams

Education

Finance/Business/Economics degree

Tools

CRM systems

Digital tools for remote engagement

Job description

Company Description

At WealthBridge Financial Group, we help clients across all 50 states create, protect, and grow wealth through attentive listening, creative strategies, and purpose-driven financial planning. Our team-based approach delivers personalized solutions for individuals, families, business owners, and nonprofits, grounded in strong business fundamentals. We specialize in advanced planning, premium financing, CPA alliances, and digital marketing strategies that support long-term financial success. Backed by strategic relationships with Equity Services, Inc. and National Life Group companies, we offer a broad range of investment advisory and insurance solutions while maintaining our independence. We focus on proactive guidance and acting in clients' best interests at every stage of their financial journey.

Role Description

The Annuity and Insurance Representative is a remote, contract role focused on helping clients understand, select, and manage annuity and insurance solutions aligned with their long-term financial goals. In this role, you will conduct needs-based assessments, explain product features and benefits in clear, accessible language, and present tailored recommendations within a comprehensive financial strategy. You will follow up with prospective and existing clients, prepare and process applications, maintain accurate documentation, and support ongoing policy servicing. Collaboration with financial advisors, CPAs, and other team members will be an important part of delivering integrated planning strategies. You will also stay current on industry trends, product changes, and compliance requirements to ensure recommendations remain suitable and in the client's best interest.

Qualifications

• Demonstrated knowledge of annuity and life insurance products, including needs analysis, suitability, and policy servicing.


• Experience in financial planning, wealth management, or related advisory roles, with a client-centered and ethical approach.


• Strong communication and presentation skills, with the ability to explain complex concepts in clear, inclusive, and easy-to-understand terms.


• Proficiency with CRM systems and digital tools for remote client engagement, documentation, and follow-up.


• Proven ability to work independently in a remote environment while collaborating effectively with a distributed team.


• Relevant state insurance licenses (life and annuity) required or willingness and ability to obtain them within a defined timeframe.


• Series 6, 7, or 65/66 registrations, or eligibility to obtain, are strongly preferred.


• Prior experience working with CPAs, business owners, or high-net-worth clients is a plus.


• Associate or bachelor's degree in finance, business, economics, or a related field is preferred but not required with equivalent experience.