Life Insurance & Annuity Sales Agent (Not Captive)

WealthBridge Financial Group; New York (NY); Sur place; USD 65 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career training & growth

Résumé du poste

WealthBridge Financial Group is seeking a dedicated Financial Consultant to join our team in New York. You will develop personalized financial plans for clients, guiding them through investment decisions, retirement planning, and tax optimization to help them reach long-term objectives.

The ideal candidate has a finance-related degree, strong analytical and communication skills, and the ability to build lasting client relationships.

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.

Responsabilités

• Develop personalized financial plans for clients.
• Guide clients through financial decisions and objectives.
• Analyze investment strategies, risk management, retirement planning, and tax optimization.

Connaissances

Financial planning

Client relationships

Analytical skills

Communication

Investment products

Planning software

Formation

Bachelor's degree in finance, economics, or related field

Outils

Financial planning software

Description du poste

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

• 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.

• 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