Licensed Life Insurance & Wealth Planning Pro

WealthBridge Financial Group; Port Reading (NJ); On-site; USD 90,000 - 130,000; 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 build personalized financial plans, guide clients, and keep them on track toward long-term goals. You’ll analyze investments, risk management, retirement planning, and tax efficiency.

Ideal candidates have a Life & Health license, 2+ years of life insurance sales, strong product knowledge, and a proven ability to develop new client relationships, with excellent communication and technology skills.

Qualifications

• Active Life & Health license in NY 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 solutions.
• Established network or book of business or ability to generate clients via referrals.
• Excellent communication and relationship-building with client retention.
• Analytical and problem-solving ability to evaluate client situations.
• Comfort with technology, including illustration software and CRM systems.

Responsibilities

• Build personalized financial plans and guide clients through decisions.
• Perform in-depth financial analysis covering investments, risk, and tax efficiency.
• Deepen client relationships and expand WealthBridge’s reach in communities served.
• Maintain integrity, innovation, and exceptional service in client interactions.

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, guide clients, and keep them on track toward long-term goals. You’ll analyze investments, risk management, retirement planning, and tax efficiency.

Ideal candidates have a Life & Health license, 2+ years of life insurance sales, strong product knowledge, and a proven ability to develop new client relationships, with excellent communication and technology skills.