Life Insurance & Annuity Wealth Planner

WealthBridge Financial Group; Boston (MA); On-site; USD 85,000 - 120,000; 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 seeks an experienced Financial Professional to guide clients toward secure financial futures. You will build personalized plans, analyze investments, manage risk, and assist with retirement and estate considerations while expanding client networks across Queens and Brooklyn.

The role emphasizes serving clients with integrity, leveraging modern technology, and delivering exceptional service to grow relationships and outcomes.

Qualifications

• 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 IUL.
• Consultative sales skills to uncover client needs and design protective, wealth-accumulation, and legacy solutions.
• An established network or book of business, or ability to generate clients via referrals and prospecting.
• Excellent communication and relationship-building skills with client retention and repeat business.
• 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 and guide decisions.
• Help clients work through important financial choices with in-depth analysis and risk assessment.
• Maintain and grow client relationships to expand WealthBridge’s reach.

Skills

Active Life & Health license

2+ years life insurance sales

Life insurance product knowledge

Consultative sales skills

Network / book of business

Excellent communication

Analytical thinking

Technology comfort (illustration, CRM)

Education

Bachelor’s degree in finance/economics/business

Tools

Illustration software

CRM systems

Digital client engagement tools

Securities licenses (SIE, Series 6/7/63/65/66)

Job description

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients toward secure financial futures. You will build personalized plans, analyze investments, manage risk, and assist with retirement and estate considerations while expanding client networks across Queens and Brooklyn.

The role emphasizes serving clients with integrity, leveraging modern technology, and delivering exceptional service to grow relationships and outcomes.