Life & Annuity Sales Pro — Build Secure Futures

WealthBridge Financial Group; Morristown (NJ); On-site; USD 65,000 - 110,000; 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 in Morristown, NJ seeks an experienced Financial Professional to guide clients toward long-term financial goals. You will build personalized plans, perform in-depth analyses, and help clients with investments, risk management, retirement, and tax efficiency.

Your role emphasizes consultative selling, strong product knowledge, and relationship-building to grow the firm’s client base and service quality in the New Jersey area.

Qualifications

• 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 indexed universal life (IUL).
• Consultative sales skills to uncover client needs and design protection, wealth accumulation, and legacy planning.
• An established network or book of business, or ability to generate clients through referrals.
• Excellent communication and relationship-building skills with client retention.
• Analytical and problem-solving ability to evaluate client situations and present compliant recommendations.
• Comfort with technology including illustration software and CRM systems.

Responsibilities

• Build personalized financial plans for clients and guide them through important decisions.
• Conduct in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Deepen client relationships and expand WealthBridge’s reach in the communities served.
• Deliver integrity, innovation, and exceptional service in client engagements.

Skills

Active Life & Health license

2+ years of experience

Product knowledge: term, whole life, V

Consultative sales skills

Established network or book of clients

Excellent communication

Analytical thinking

Technology comfort

Education

Bachelor’s degree in finance/economics/business

Tools

CRM systems

Illustration software

Job description

WealthBridge Financial Group in Morristown, NJ seeks an experienced Financial Professional to guide clients toward long-term financial goals. You will build personalized plans, perform in-depth analyses, and help clients with investments, risk management, retirement, and tax efficiency.

Your role emphasizes consultative selling, strong product knowledge, and relationship-building to grow the firm’s client base and service quality in the New Jersey area.