Life Insurance & Annuity Advisor | Growth & Impact

WealthBridge Financial Group; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in developing personalized financial plans and making informed decisions. You will perform in-depth analyses across investments, risk management, retirement planning, and tax efficiency to help clients reach long-term goals.

The role emphasizes relationship-building, client retention, and expanding WealthBridge’s presence across Queens and Brooklyn, while delivering integrity, innovation, and

Qualifications

• Active Life & Health license in New York; additional state licenses 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.

Responsibilities

• Build personalized financial plans for clients and guide them through decisions.
• Conduct in-depth financial analysis covering investments, risk management, retirement planning, and tax efficiency.
• Strengthen client relationships and expand the firm's reach in Queens and Brooklyn.

Skills

Consultative sales

Relationship building

Analytical thinking

Client needs assessment

Communication

Tech savvy

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 in developing personalized financial plans and making informed decisions. You will perform in-depth analyses across investments, risk management, retirement planning, and tax efficiency to help clients reach long-term goals.

The role emphasizes relationship-building, client retention, and expanding WealthBridge’s presence across Queens and Brooklyn, while delivering integrity, innovation, and