Financial Planner & Licensed Life Insurance Pro

WealthBridge Financial Group; Morristown (NJ); On-site; USD 90,000 - 150,000; 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资源

Job summary

WealthBridge Financial Group in Morristown, NJ seeks an experienced Financial Professional to guide clients through personalized financial plans, investments, and risk management. You’ll analyze client needs and propose compliant strategies to help achieve long-term goals.

You’ll build trust, expand WealthBridge’s client base, and leverage technology and planning tools to deliver clear, actionable recommendations in a collaborative environment that rewards initiative and professional growth.

Qualifications

• Active Life & Health license in New York, in good standing.
• 2+ years of experience selling life insurance
• Strong product knowledge across term, whole life, universal life and IUL
• Consultative sales skills to uncover client needs and design protection, wealth accumulation, and legacy plans
• An established network or book of business, or ability to generate clients through referrals and prospecting
• Excellent communication and relationship-building skills with client retention and repeat business
• 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 personalized financial plans for clients.
• Help clients work through important decisions and stay on track toward long-term goals.
• Provide in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Deepen client relationships and expand WealthBridge’s reach in communities served.

Skills

Active Life & Health license

2+ years experience in life insurance

Product knowledge: term, whole life, I

Consultative sales skills

Established network or book of clients

Excellent communication

Analytical and problem-solving

Tech proficiency: illustration软件, CRM,

Education

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

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group in Morristown, NJ seeks an experienced Financial Professional to guide clients through personalized financial plans, investments, and risk management. You’ll analyze client needs and propose compliant strategies to help achieve long-term goals.

You’ll build trust, expand WealthBridge’s client base, and leverage technology and planning tools to deliver clear, actionable recommendations in a collaborative environment that rewards initiative and professional growth.