Life Insurance & Annuity Advisor: Plan, Protect, Grow Wealth

WealthBridge Financial Group; Port Reading (NJ); 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 is seeking an experienced Financial Professional to guide clients toward stronger financial futures. You will build personalized plans and conduct in-depth analysis across investments, risk management, retirement, and tax efficiency.

You’ll deepen relationships and expand WealthBridge’s reach in the communities we serve. Strong product knowledge and a genuine desire to help clients succeed are essential, with licensed support and a client-centric culture.

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. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
• Excellent communication and relationship-building skills, with a record of client retention and repeat business.
• 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 across investments, risk management, retirement planning, and tax efficiency.
• Provide in-depth financial analysis and guidance to help clients make informed decisions.
• Guide clients through important financial decisions and keep them on track toward long-term goals.
• Expand WealthBridge’s reach and strengthen client relationships across Queens and Brooklyn.

Skills

Life & Health license (NY)

2+ years life insurance sales

Term, Whole Life, UL, IUL knowledge

Consultative sales skills

Established network / book of business

Client relationship building

Analytical problem solving

CRM & illustration software

Education

Bachelor’s degree in finance/economics/business

Tools

Illustration software

CRM systems

Digital client engagement tools

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients toward stronger financial futures. You will build personalized plans and conduct in-depth analysis across investments, risk management, retirement, and tax efficiency.

You’ll deepen relationships and expand WealthBridge’s reach in the communities we serve. Strong product knowledge and a genuine desire to help clients succeed are essential, with licensed support and a client-centric culture.