Insurance Agent

WealthBridge Financial Group; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Wealthbridge Financial Group is seeking an Insurance Agent in New York to help clients protect assets and secure their financial future by offering life, health, property, and casualty insurance solutions.

You will build lasting relationships, explain complex products clearly, and stay updated on industry changes while contributing to a supportive team environment and comprehensive training.

Qualifications

• License to sell insurance as required by state regulations.
• Proven experience in insurance sales or related financial services.
• Strong knowledge of life, health, and property insurance products.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to explain complex insurance information in a user-friendly way.
• Demonstrated customer service orientation and problem-solving abilities.
• Self-motivated with strong organizational skills and attention to detail.

Responsibilities

• Assess clients' insurance needs and provide appropriate coverage options.
• Develop and maintain strong relationships with new and existing clients.
• Explain various insurance policies and coverage details in a clear and understandable manner.
• Assist clients in completing insurance applications and processing claims.
• Stay updated on industry trends, products, and regulatory changes.
• Collaborate with the team to develop strategies for client acquisition and retention.
• Maintain accurate records of client interactions and insurance transactions.

Skills

Insurance license

Insurance sales

Product knowledge

Communication skills

Negotiation

Customer service

Organization & attention to detail

Job description

Wealthbridge Financial Group is seeking a motivated and dedicated Insurance Agent to join our dynamic team. As an Insurance Agent, you will play a crucial role in helping clients protect their assets and secure their financial future by providing tailored insurance solutions. This position offers the opportunity to work with a diverse client base, offering a variety of insurance products including life, health, property, and casualty insurance. We value professionals who are passionate about delivering exceptional customer service, building long-term relationships, and guiding clients through complex insurance decisions with clarity and integrity. The ideal candidate will have a strong understanding of the insurance industry, excellent communication skills, and a commitment to staying current with industry trends and products. At Wealthbridge Financial Group, you will find a supportive work environment that encourages personal and professional growth, competitive compensation, and comprehensive training to ensure your success. If you are driven to make a difference in clients’ lives by providing reliable insurance advice and solutions, we invite you to become a part of our team and contribute to our mission of financial security and peace of mind for all our clients.

Responsibilities

• Assess clients' insurance needs and provide appropriate coverage options.
• Develop and maintain strong relationships with new and existing clients.
• Explain various insurance policies and coverage details in a clear and understandable manner.
• Assist clients in completing insurance applications and processing claims.
• Stay updated on industry trends, products, and regulatory changes.
• Collaborate with the team to develop strategies for client acquisition and retention.
• Maintain accurate records of client interactions and insurance transactions.

Requirements

• Valid insurance license as required by state regulations.
• Proven experience in insurance sales or a related financial services role.
• Strong knowledge of insurance products including life, health, and property insurance.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to explain complex insurance information in a user-friendly way.
• Demonstrated customer service orientation and problem-solving abilities.
• Self-motivated with strong organizational skills and attention to detail.