Licensed Life & Annuity Sales Pro

WealthBridge Financial Group; Fair Lawn (NJ); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Mentor network access

Advanced planning resources

Licensing support and training

Flexible entrepreneurial career path

Modern planning platform

Job summary

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients through personalized financial plans, leveraging investment analysis, risk management, and tax efficiency. You will deepen client relationships and contribute to growth across Queens and Brooklyn.

The role emphasizes licenses, strong sales skills, and the ability to establish a robust client book while delivering exceptional service and compliant guidance.

Qualifications

• Active Life & Health license in NY; additional state licenses are a plus (required in the ad).
• 2+ years of experience selling life insurance with a proven production track record.
• Strong product knowledge across term, whole life, universal life, and IUL.
• Solid 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 illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build personalized financial plans for clients.
• Perform in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Strengthen client relationships and expand WealthBridge's reach in target communities across NYC area.

Skills

Consultative sales

Client relationship building

Analytical thinking

Tech-savvy (CRM)

Clear communications

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Illustration/insurance planning software

Job description

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients through personalized financial plans, leveraging investment analysis, risk management, and tax efficiency. You will deepen client relationships and contribute to growth across Queens and Brooklyn.

The role emphasizes licenses, strong sales skills, and the ability to establish a robust client book while delivering exceptional service and compliant guidance.