Licensed Life Insurance & Financial Advisor

WealthBridge Financial Group; Boston (MA); On-site; USD 120,000 - 200,000; 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 is seeking an experienced Financial Professional to guide clients toward long-term goals through personalized plans and thorough analysis. You’ll advise on investments, risk management, retirement planning, and tax efficiency while expanding client relationships in the communities we serve.

Ideal candidates bring licenses, 2+ years in life insurance sales, and a consultative approach to protect assets and grow client wealth with integrity and service.

Qualifications

• Active Life & Health license in New York in good standing; other licenses a plus.
• 2+ years of experience selling life insurance with proven production.
• Strong knowledge across term, whole life, universal life, and IUL.
• Consultative sales skills to tailor protection, wealth, and legacy planning.
• Established network or ability to generate clients through referrals.
• Excellent communication and relationship-building; strong retention.
• Analytical and problem-solving abilities to present compliant recommendations.
• Comfort with technology including illustration software, CRM, and digital tools.

Responsibilities

• Build personalized financial plans and guide clients through decisions.
• Perform in-depth financial analysis covering investments, risk, retirement, and tax efficiency.
• Strengthen client relationships to expand WealthBridge’s reach in communities.

Skills

Active Life & Health license

2+ years life insurance sales

Life insurance products

Consultative sales

Established network / book of business

Communication skills

Analytical / problem solving

Tech-savvy (illustration software, CRM

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 guide clients toward long-term goals through personalized plans and thorough analysis. You’ll advise on investments, risk management, retirement planning, and tax efficiency while expanding client relationships in the communities we serve.

Ideal candidates bring licenses, 2+ years in life insurance sales, and a consultative approach to protect assets and grow client wealth with integrity and service.