Life Insurance & Annuity Sales Agent (Not Captive)

WealthBridge Financial Group; Fair Lawn (NJ); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Mentor network access

Advanced planning resources

Licensing support and training

Flexible entrepreneurial career path

Modern planning platform

Job summary

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients through personalized financial plans, leveraging investment analysis, risk management, and tax efficiency. You will deepen client relationships and contribute to growth across Queens and Brooklyn.

The role emphasizes licenses, strong sales skills, and the ability to establish a robust client book while delivering exceptional service and compliant guidance.

Qualifications

• Active Life & Health license in NY; additional state licenses are a plus (required in the ad).
• 2+ years of experience selling life insurance with a proven production track record.
• Strong product knowledge across term, whole life, universal life, and IUL.
• Solid consultative sales skills to uncover client needs and design solutions.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.
• Analytical and 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.
• Perform in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Strengthen client relationships and expand WealthBridge's reach in target communities across NYC area.

Skills

Consultative sales

Client relationship building

Analytical thinking

Tech-savvy (CRM)

Clear communications

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Illustration/insurance planning 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

Benefits

• 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