Entrepreneurial Wealth Advisor — Build Your Practice

WealthBridge Financial Group

Red Bank (NJ)

On-site

USD 70,000 - 120,000

Full time

4 hours ago

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Benefits offered by this job

Health coverage and benefits

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group in New Jersey seeks a driven Financial Professional to map clients' financial futures and build a personalized practice with an experienced team behind you. You will sit across from clients, design strategies covering retirement, investments, insurance, and estate planning, and educate clients to empower informed decisions.

A life/health license and 2+ years of sales experience are required.

Qualifications

Active Life & Health license in NY; other state licenses 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 IUL
Consultative sales skills to uncover client needs and design solutions
Established network or ability to generate clients through referrals and prospecting
Excellent communication and relationship-building skills with client retention
Analytical and problem-solving ability to evaluate client situations and present compliant recommendations
Comfort with technology, including CRM systems and digital client engagement tools

Responsibilities

Build lasting client relationships with a consultative, client-first approach
Design personalized strategies across retirement, investments, insurance, and estate planning
Educate clients by explaining complex topics in clear terms
Collaborate with internal specialists to deliver holistic solutions
Grow your book through networking, referrals, and marketing with support
Stay updated on market trends, products, and planning strategies