Life & Annuity Advisor — Client-Focused Financial Growth

WealthBridge Financial Group; Port Reading (NJ); On-site; USD 65,000 - 95,000; 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 who will guide clients through financial decisions, build personalized plans, and help them reach long-term goals. The role emphasizes deep knowledge of investment strategy, risk management, retirement planning, and tax efficiency, with a focus on strong communication and relationship-building.

You will work with a network of mentors and tools to grow client relationships and expand the firm’s reach in the communities

Qualifications

• Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
• 2+ years of experience selling life insurance with a proven production track record.
• Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
• Excellent communication and relationship-building skills, with a record of client retention and repeat business.
• Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
• Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build personalized financial plans for clients.
• Help clients work through important decisions and keep them on track toward long-term goals.
• Conduct in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Expand WealthBridge’s reach in the communities served by developing new client relationships and nurturing existing ones.
• Provide compliant, clear recommendations and ongoing client support.

Skills

Consultative sales

Communication skills

Relationship-building

Analytical thinking

Tech-savvy

Networking / business development

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional who will guide clients through financial decisions, build personalized plans, and help them reach long-term goals. The role emphasizes deep knowledge of investment strategy, risk management, retirement planning, and tax efficiency, with a focus on strong communication and relationship-building.

You will work with a network of mentors and tools to grow client relationships and expand the firm’s reach in the communities