Life & Annuity Sales Advisor | Wealth Planner

WealthBridge Financial Group; Port Reading (NJ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Top-tier 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 New Jersey communities. You will build personalized financial plans and help clients navigate investment strategy, risk management, retirement planning, and tax efficiency.

Ideal candidates have Life & Health licenses, 2+ years in life insurance sales, strong product knowledge, and proven consultative selling skills. A robust network and excellent communication are highly valued.

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
• Keep clients on track toward long-term goals
• In-depth financial analysis covering investments, risk management, retirement planning, and tax efficiency

Skills

Life & Health license NY

Life insurance sales

Product knowledge: term, whole life, I

Consultative sales

Networking / book of business

Communication & relationships

Analytical thinking

Tech-savvy: CRM, digital tools

Education

Bachelor's degree in finance or related field

Tools

CRM software

Illustration software

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in New Jersey communities. You will build personalized financial plans and help clients navigate investment strategy, risk management, retirement planning, and tax efficiency.

Ideal candidates have Life & Health licenses, 2+ years in life insurance sales, strong product knowledge, and proven consultative selling skills. A robust network and excellent communication are highly valued.