Entrepreneurial Wealth Planner

WealthBridge Financial Group; Hackettstown (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Wellness resources

Job summary

WealthBridge Financial Group in New Jersey is seeking a motivated Financial Professional to partner with clients, map their financial futures, and build a personal practice with strong team support. You’ll engage clients across retirement, investments, insurance, and estate planning, using a consultative approach and modern planning tools.

If you’re entrepreneurial with a track record in life insurance sales, this role offers growth, mentorship, and a path to leadership within a dynamic advisory

Qualifications

• Active Life & Health license in New York, in good standing.
• 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 design protection, wealth accumulation, and legacy planning.
• Established network or book of business, or ability to generate clients via referrals.
• Excellent communication and relationship-building with client retention.
• Analytical and problem-solving ability to evaluate client situations and present compliant recommendations.
• Comfort with technology including illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build lasting client relationships with a consultative approach.
• Design personalized strategies covering retirement, investments, insurance, and estate planning.
• Educate clients to make informed decisions.
• Partner with internal specialists to deliver holistic solutions.
• Grow your book through networking, referrals, and marketing with support behind you.
• Stay updated on market trends and product changes to keep clients ahead.

Skills

Licenses & licenses knowledge

Consultative selling

Relationship building

Analytical problem solving

Networking & prospecting

Tech proficiency

Education

Bachelor’s degree in finance or related field

Progress toward CFP/CLU/ChFC

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group in New Jersey is seeking a motivated Financial Professional to partner with clients, map their financial futures, and build a personal practice with strong team support. You’ll engage clients across retirement, investments, insurance, and estate planning, using a consultative approach and modern planning tools.

If you’re entrepreneurial with a track record in life insurance sales, this role offers growth, mentorship, and a path to leadership within a dynamic advisory