Remote Annuity and Insurance Advisor (Contract)

WealthBridge Financial Group; Boise (ID); Remote; USD 34,000 - 76,000; Part time

Job summary

WealthBridge Financial Group is seeking an Annuity and Insurance Representative for a remote, contract role focused on helping clients understand, select, and manage annuity and insurance solutions aligned with their long-term financial goals. You will conduct needs-based assessments, explain product features in clear language, and present tailored recommendations within a comprehensive financial strategy.

You will follow up with clients, prepare and process applications, maintain documentation,

Qualifications

• Knowledge of annuity and life insurance products with needs analysis.
• Experience in financial planning or wealth management with client-centric ethics.
• Strong communication to explain concepts clearly.
• Proficiency with CRM and digital tools for remote engagement.

Responsibilities

• Conduct needs-based assessments for clients seeking annuity or insurance solutions.
• Explain features and benefits in clear, accessible language and present recommendations.
• Prepare and process applications; maintain accurate documentation.
• Support ongoing policy servicing and collaborate with advisors and CPAs.
• Stay current on industry trends, product changes, and compliance requirements.

Skills

Annuity & life insurance knowledge

Financial planning / wealth management

Clear communication

Remote client engagement

Independent in remote teams

Education

Finance/Business/Economics degree

Tools

CRM systems

Digital tools for remote engagement

Job description

WealthBridge Financial Group is seeking an Annuity and Insurance Representative for a remote, contract role focused on helping clients understand, select, and manage annuity and insurance solutions aligned with their long-term financial goals. You will conduct needs-based assessments, explain product features in clear language, and present tailored recommendations within a comprehensive financial strategy.

You will follow up with clients, prepare and process applications, maintain documentation,