Entrepreneurial Wealth Advisor - NJ | Growth & Licensing

WealthBridge Financial Group; Atlantic City (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to join our growing practice. You’ll meet clients face-to-face, map out their financial future, and build a book of business with the support of an experienced team behind you.

This role demands strong insurance knowledge, a consultative sales approach, excellent communication, and the ability to develop personalized retirement, protection, and estate strategies.

Qualifications

• 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

Responsibilities

• Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years
• Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning
• Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions
• Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions
• Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you
• Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead

Skills

Licensing knowledge

Consultative sales

Communication

Network / book of business

Analytical thinking

Technology comfort

Education

Bachelor's degree in finance/economics/business

Job description

WealthBridge Financial Group in New Jersey is seeking a driven Financial Professional to join our growing practice. You’ll meet clients face-to-face, map out their financial future, and build a book of business with the support of an experienced team behind you.

This role demands strong insurance knowledge, a consultative sales approach, excellent communication, and the ability to develop personalized retirement, protection, and estate strategies.