Life Insurance & Annuity Sales Pro | Build Futures

WealthBridge Financial Group; Greenwich (CT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health资源

Job summary

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,

Qualifications

• Active Life & Health license in New York in good standing; other 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 solutions.
• Established network or book of business or ability to generate clients via referrals.

Responsibilities

• Build personalized financial plans and guide clients toward long-term goals.
• Perform in-depth financial analysis covering investments, risk, retirement, and tax efficiency.
• Uncover client needs and design tailored protection, wealth, and legacy solutions.
• Grow client relationships and expand WealthBridge’s reach in Queens and Brooklyn.

Skills

Active Life & Health license

2+ years of experience selling life保险

Strong product knowledge across term,

Consultative sales skills

Established network or book of clients

Excellent communication and 관계 구축

Analytical and problem-solving ability

Comfort with technology and CRM

Education

Bachelor’s degree in finance, economics, business

Tools

Illustration software

CRM systems

Digital client engagement tools

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,