Life Insurance & Annuity Advisor — Flexible Growth Path

WealthBridge Financial Group; Morristown (NJ); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Mentorship network

Résumé du poste

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward their long-term goals. You will build personalized financial plans and conduct in-depth analysis of investments, risk, retirement, and tax efficiency.

You will leverage your licenses and network to expand client relationships across the communities we serve, while delivering integrity, innovation, and exceptional service.

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 solutions.
• An established network 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.
• Comfort with technology, including illustration software, CRM systems.

Responsabilités

• Build personalized financial plans for clients.
• Analyze investments, risk, retirement planning, and tax efficiency.
• Guide clients through decisions and keep them on track toward long-term goals.
• Expand WealthBridge's reach in the communities we serve.

Connaissances

Life insurance sales

Financial planning

Client relationship building

Consultative selling

Networking & referrals

Communication skills

Analytical thinking

Technology comfort

Leadership interest

Formation

Bachelor's degree in finance/economics/business

Outils

CRM systems

Illustration software

Description du poste

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward their long-term goals. You will build personalized financial plans and conduct in-depth analysis of investments, risk, retirement, and tax efficiency.

You will leverage your licenses and network to expand client relationships across the communities we serve, while delivering integrity, innovation, and exceptional service.