Licensed Life Insurance Pro & Financial Planner

WealthBridge Financial Group; New York (NY); Presencial; USD 65.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Descripción de la vacante

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward lasting financial well-being. You will craft personalized plans, analyze investments, and help clients make informed decisions with a client-centered approach.

You will deepen relationships and expand WealthBridge's reach across Queens and Brooklyn, supported by modern planning tools and a strong team culture focused on integrity and service.

Formación

• 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 skills to uncover client needs and design protection/wealth solutions.
• Established network or ability to generate clients via referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• Analytical and problem-solving ability to assess client situations and provide compliant recommendations.

Responsabilidades

• Build personalized financial plans for clients and guide decisions.
• Perform in-depth financial analysis covering investments, retirement, and tax efficiency.
• Strengthen client relationships to broaden WealthBridge's reach in Queens and Brooklyn.
• Deliver thoughtful, compliant recommendations across product lines.

Conocimientos

Active Life & Health license NY

2+ years life insurance sales

Life insurance product knowledge

Consultative sales skills

Relationship-building

Analytical problem-solving

CRM & illustration software

Educación

Bachelor's degree in finance/economics/business

Herramientas

CRM systems

Illustration software

Digital client engagement tools

Descripción del empleo

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward lasting financial well-being. You will craft personalized plans, analyze investments, and help clients make informed decisions with a client-centered approach.

You will deepen relationships and expand WealthBridge's reach across Queens and Brooklyn, supported by modern planning tools and a strong team culture focused on integrity and service.