Life Insurance & Annuity Growth Advisor

WealthBridge Financial Group; Morristown (NJ); On-site; USD 60,000 - 110,000; 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 building personalized financial plans, addressing decisions on investments, risk, retirement, and tax efficiency.

You will deepen client relationships and expand WealthBridge’s reach across Queens and Brooklyn, leveraging a strong product knowledge and consultative sales approach to deliver compliant recommendations.

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 IUL.
• Consultative sales skills to uncover client needs and design protection/wealth solutions.
• An established network or book of business, or ability to generate clients through referrals.
• Excellent communication and relationship-building skills with client retention.
• Analytical/problem-solving ability to evaluate client situations and present compliant recommendations.
• Comfort with technology including illustration software, CRM systems, and digital client engagement tools.

Responsibilities

• Build personalized financial plans for clients.
• Guide clients through important financial decisions and keep them on track toward long-term goals.
• Conduct in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.

Skills

Life & Health License

Consultative sales

Relationship building

Book of business

Tech savvy

Education

Bachelor’s degree in finance or related field

Tools

CRM systems

Illustration software

Job description

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients in building personalized financial plans, addressing decisions on investments, risk, retirement, and tax efficiency.

You will deepen client relationships and expand WealthBridge’s reach across Queens and Brooklyn, leveraging a strong product knowledge and consultative sales approach to deliver compliant recommendations.