Entrepreneurial Financial Advisor — Build Your Own Practice

WealthBridge Financial Group; Red Bank (NJ); Presencial; USD 70.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage: medical, dental, and/

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Descripción de la vacante

WealthBridge Financial Group is seeking a driven Financial Professional to join our New Jersey team. You will meet with clients to map their financial future, design personalized strategies, and work with a collaborative team behind you to grow your practice.

You will handle retirement, investments, insurance, and estate planning while building lasting relationships and providing objective, compliant guidance to help clients achieve their goals.

Formación

• Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
• 2+ years of experience selling life insurance, with a proven production track record.
• Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
• Excellent communication and relationship-building skills, with a record of client retention and repeat business.
• Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
• Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.

Responsabilidades

• Build lasting relationships with clients through a consultative, client-first approach.
• Design customized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients by breaking down complex topics for informed decisions.
• Collaborate with internal specialists, CPAs, and professionals to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with company support.
• Stay informed on market trends, new products, and evolving planning strategies.

Conocimientos

Life & Health license

Life insurance sales

Consultative selling

Networking / book of business

Communication skills

Analytical thinking

CRM proficiency

Tech literacy

Educación

Bachelor’s degree in finance, economics, business, or related field

Herramientas

Illustration software

CRM systems

Digital client engagement tools

Descripción del empleo

WealthBridge Financial Group is seeking a driven Financial Professional to join our New Jersey team. You will meet with clients to map their financial future, design personalized strategies, and work with a collaborative team behind you to grow your practice.

You will handle retirement, investments, insurance, and estate planning while building lasting relationships and providing objective, compliant guidance to help clients achieve their goals.