Life Insurance & Annuity Sales Agent

Tech Sales Jobs; Boston (MA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Wellness resources

Training opportunities

Job summary

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team. You will develop personalized financial plans for clients, guiding them through investment decisions and retirement planning.

The ideal candidate has a finance-related degree and experience in financial consulting, with strong analytical, communication, and relationship-building skills to grow our client base. We offer exposure to a broad range of financial products and professional growth opportunities.

Qualifications

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Familiarity with financial planning software and investment products.

Responsibilities

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and goals.
• Conduct comprehensive financial analyses including investments, retirement planning, and tax optimization.
• Grow WealthBridge Financial Group's client base through exceptional service and relationships.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Client relationships

Planning software

Investment products

Education

Bachelor's degree in finance or economics

Tools

Financial planning software

Job description

Life Insurance & Annuity Sales Agent (Not Captive)

Location: Morristown, New Jersey, United States, New York, New York, United States, Greenwich, Connecticut, United States, Boston, Massachusetts, United States, Fair Lawn, New Jersey, United States, Woodbridge, New Jersey, United States

Workplace: hybrid

Employment Type: full

Description

WealthBridge Financial Group is seeking a dedicated and knowledgeableFinancial Consultantto join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them reach their long-term financial objectives. You will conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization.

The ideal candidate is someone who possesses a solid understanding of financial products and services and has a passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base.

At WealthBridge, we pride ourselves on our commitment to integrity, innovation, and excellence in service. Join us and help make a positive impact on the financial well-being of individuals and families.

Requirements

Requirements

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in financial consulting or a similar role is preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to build and maintain relationships with clients.
• Familiarity with financial planning software and investment products.

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support