Life Insurance & Annuity Advisor | Build Lasting Wealth

WealthBridge Financial Group; Fair Lawn (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

Job summary

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients through personalized financial planning, including investments, risk management, and tax efficiency. You will deepen client relationships and help expand the firm’s reach in the communities it serves.

The role requires active Life & Health licenses, strong sales experience, and excellent communication skills. You will work with a network of professionals to deliver tailored solutions and support

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 to uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business or ability to generate clients via referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• 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 and guide them toward long-term goals.
• Perform in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Deepen client relationships and help expand WealthBridge’s reach within Queens and Brooklyn.

Skills

Active Life & Health license

Experience in life insurance sales

Consultative sales skills

Established network / book of business

Excellent communication & relationship

Analytical problem-solving

Tech-savvy (illustration software, CRM

Product knowledge (term, whole life, I

Education

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

Tools

CRM systems

Illustration software

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients through personalized financial planning, including investments, risk management, and tax efficiency. You will deepen client relationships and help expand the firm’s reach in the communities it serves.

The role requires active Life & Health licenses, strong sales experience, and excellent communication skills. You will work with a network of professionals to deliver tailored solutions and support