Licensed Life Insurance Advisor & Financial Planner

WealthBridge Financial Group; New York (NY); On-site; USD 90,000 - 140,000; 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 is seeking an experienced Financial Professional to build personalized financial plans and guide clients through important decisions. You’ll analyze investments, risk, retirement, and tax efficiency to help clients reach long-term goals.

We value strong product knowledge, a consultative sales approach, and a proven ability to grow your book of business within Queens and Brooklyn.

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 approach to 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.

Responsibilities

• Build personalized financial plans for clients and guide them through decisions.
• Conduct in-depth financial analysis covering investments, risk, retirement, and tax efficiency.
• Strengthen client relationships and expand WealthBridge’s reach in Queens and Brooklyn.

Skills

Consultative sales skills

Excellent communication

Relationship-building

Analytical thinking

Problem-solving ability

Client needs assessment

Networking / book of business

Technology proficiency

Education

Bachelor’s degree in finance/economics/business

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to build personalized financial plans and guide clients through important decisions. You’ll analyze investments, risk, retirement, and tax efficiency to help clients reach long-term goals.

We value strong product knowledge, a consultative sales approach, and a proven ability to grow your book of business within Queens and Brooklyn.