Life Insurance & Annuity Sales Agent (Not Captive)

Wealthbridge-Financial-Group; Boston (MA); On-site; USD 70,000 - 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

Job summary

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients toward their financial goals. You will build personalized financial plans, analyze investments, and help clients with risk management, retirement planning, and tax efficiency.

You’ll leverage licensing and sales experience to grow client relationships, expand the firm’s reach, and deliver exceptional service using modern planning tools and CRM systems.

Qualifications

• Active Life & Health license in New York, in good standing; additional 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.
• Consultative sales skills to uncover needs and design protection, wealth, and legacy solutions.
• Established network or ability to generate clients via referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• Analytical and problem-solving ability to present clear, compliant recommendations.
• Comfort with technology including illustration software, CRM systems, and digital tools.

Responsibilities

• Guide clients to build personalized financial plans and long-term goals.
• Perform in-depth financial analysis including investments, risk, retirement, and taxes.
• Expand WealthBridge’s reach by deepening client relationships and referrals.

Skills

Active Life & Health license

2+ years life insurance sales

Consultative sales skills

Established network / book of business

Excellent communication

Analytical / problem-solving

Comfort with technology

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

CRM systems

Illustration software

Job description

WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives.

In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.

You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn.

Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures.

Requirements

• 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.

Preferred Qualifications

• Bachelor’s degree in finance, economics, business, or a related field
• Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
• Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
• Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
• Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
• Interest in building and leading a team

What Sets Us Apart

• You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
• Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
• Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
• We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
• Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
• Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Benefits That Take Care of You

• Top-tier health coverage with medical, dental, and vision plans for you and your dependents
• 401(k) with company match to help you build long-term financial security
• Life and disability insurance for added peace of mind
• Wellness programs and mental health resources to support you inside and outside the office