Life Insurance & Annuity Advisor for Wealth Planning

WealthBridge Financial Group; Greenwich (CT); On-site; USD 90,000 - 130,000; 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资源

Job summary

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in building personalized plans. You will conduct in-depth analyses of investments, risk management, retirement planning, and tax efficiency to help clients reach long-term goals.

You'll expand WealthBridge's reach by strengthening relationships, serving communities across Queens and Brooklyn, and upholding a culture of integrity, innovation, and exceptional service.

Qualifications

• Active Life & Health license in New York, in good standing; other 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 IUL.
• Consultative sales skills; able to uncover client needs and design solutions.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• Analytical ability to evaluate client situations and present compliant recommendations.
• Comfort with technology, including illustration software, CRM systems, and digital tools.

Responsibilities

• Be a trusted guide for clients and build personalized financial plans.
• Perform in-depth financial analysis covering investments, risk management, and retirement planning.
• Help clients make decisions and keep them on track toward long-term goals.
• Expand WealthBridge's reach through client relationships in Queens and Brooklyn.
• Maintain high standards of integrity, innovation, and service.

Skills

Consultative sales

Communication skills

Analytical thinking

Tech proficiency

Education

Bachelor's degree in finance

Tools

CRM systems

Illustration software

Digital client engagement tools

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in building personalized plans. You will conduct in-depth analyses of investments, risk management, retirement planning, and tax efficiency to help clients reach long-term goals.

You'll expand WealthBridge's reach by strengthening relationships, serving communities across Queens and Brooklyn, and upholding a culture of integrity, innovation, and exceptional service.