Life Insurance & Annuity Advisor - Build Secure Futures

WealthBridge Financial Group; Greenwich (CT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward stronger financial futures. You will build tailored financial plans, analyze investments, and address risk, retirement, and tax considerations with a client-first approach.

In this role you’ll deepen client relationships, help grow the firm’s reach in Queens and Brooklyn, and provide thoughtful, compliant recommendations using advanced planning tools and technology.

Qualifications

• Active Life & Health license in New York, in good standing; other state licenses are a plus.
• 2+ years of experience selling life insurance with a track record of production.
• Strong knowledge across term, whole life, universal life, and IUL.
• Consultative sales approach 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, problem-solving ability to assess client situations and provide compliant recommendations.
• Comfort with technology including illustration software, CRMs, and digital client engagement tools.

Responsibilities

• Build personalized financial plans for clients.
• Perform in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Guide clients through key decisions and keep them on track to long-term goals.
• Strengthen client relationships and expand WealthBridge’s reach across served communities.

Skills

Licensing & licenses

Insurance sales

Product knowledge

Consultative selling

Networking & prospecting

Communication

Analytical thinking

Tech proficiency

Education

Bachelor’s degree in finance/economics/business

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward stronger financial futures. You will build tailored financial plans, analyze investments, and address risk, retirement, and tax considerations with a client-first approach.

In this role you’ll deepen client relationships, help grow the firm’s reach in Queens and Brooklyn, and provide thoughtful, compliant recommendations using advanced planning tools and technology.