Licensed Life Insurance Advisor & Financial Planner

WealthBridge Financial Group; Greenwich (CT); On-site; USD 90,000 - 160,000; 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 Greenwich, CT is seeking an experienced Financial Professional who can serve as a trusted guide for clients. You will build personalized financial plans, analyze investment strategies, and help clients pursue long-term goals with a focus on risk management, retirement planning, and tax efficiency.

The role emphasizes consultative selling, strong communication, and the ability to grow a client book.

Qualifications

• Active Life & Health license in NY 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 to uncover client needs and design protection, wealth, and legacy solutions.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with client retention experience.
• Analytical and problem-solving ability to present compliant recommendations.
• Comfort with technology including CRM systems and planning tools.

Responsibilities

• Build personalized financial plans and guide clients toward long-term goals.
• Conduct in-depth financial analysis covering investment strategy, risk management, and retirement planning.
• Maintain and expand client relationships to grow WealthBridge’s reach in the communities served.

Skills

Consultative sales

Relationship-building

Analytical thinking

Communication

Tech-savvy

Education

Active Life & Health license in NY

Bachelor’s degree in finance or related field

Tools

CRM systems

Financial planning software

Job description

WealthBridge Financial Group in Greenwich, CT is seeking an experienced Financial Professional who can serve as a trusted guide for clients. You will build personalized financial plans, analyze investment strategies, and help clients pursue long-term goals with a focus on risk management, retirement planning, and tax efficiency.

The role emphasizes consultative selling, strong communication, and the ability to grow a client book.