Life & Annuity Wealth Advisor

WealthBridge Financial Group; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Life and disability insurance

Wellness programs

Licensing support

Professional development

Mentoring network

Marketing & planning tools

Job summary

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients in NY. You’ll tailor financial plans, analyze investments, and optimize risk, retirement, and tax strategies. Build trusted relationships while expanding WealthBridge’s reach in Queens and Brooklyn.

You will leverage licensing, product knowledge, and a client-centered approach to deliver compliant, insightful solutions and meaningful outcomes for families and individuals.

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 IUL.
• Consultative sales skills to uncover client needs and design protection, wealth, and legacy solutions.
• Established network or ability to generate clients through referrals and prospecting.
• 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, CRM systems, and digital client engagement tools.

Responsibilities

• Build personalized financial plans for clients and guide decisions toward long-term goals.
• Conduct in-depth financial analysis covering investment strategy, risk management, retirement, and tax efficiency.
• Strengthen client relationships and expand Reach across Queens and Brooklyn.
• Present clear, compliant recommendations and serve as trusted client advisor.

Skills

Consultative sales

Communication

Relationship-building

Analytical thinking

Problem-solving

Technology proficiency

Education

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

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients in NY. You’ll tailor financial plans, analyze investments, and optimize risk, retirement, and tax strategies. Build trusted relationships while expanding WealthBridge’s reach in Queens and Brooklyn.

You will leverage licensing, product knowledge, and a client-centered approach to deliver compliant, insightful solutions and meaningful outcomes for families and individuals.