Licensed Life Insurance & Wealth Planning Pro

WealthBridge Financial Group; Fair Lawn (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in building personalized financial plans and achieving long-term goals. The role covers investment strategy, risk management, retirement planning, and tax efficiency, with a focus on strong client service in the communities served.

The ideal candidate has an active Life & Health license and at least 2 years of life insurance sales experience, plus excellent communication skills and a robust network for

Qualifications

• Excellent communication and relationship-building skills.
• Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.

Responsibilities

• Build personalized financial plans for clients.
• Guide clients through important decisions and keep them on track toward long-term goals.
• Perform in-depth financial analysis across investments, risk management, retirement planning, and tax efficiency.

Skills

Consultative sales

Client relationship building

Education

Active Life & Health license (New York)

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in building personalized financial plans and achieving long-term goals. The role covers investment strategy, risk management, retirement planning, and tax efficiency, with a focus on strong client service in the communities served.

The ideal candidate has an active Life & Health license and at least 2 years of life insurance sales experience, plus excellent communication skills and a robust network for