Senior Life Insurance Advisor & Financial Planner
WealthBridge Financial Group
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Résumé du poste
WealthBridge Financial Group is seeking an experienced Financial Professional who will guide clients through personalized financial plans, investment strategy, risk management, and retirement planning. You will leverage your Life & Health licenses, sales track record, and knowledge of products to uncover client needs, design compliant solutions, and build lasting relationships across Queens and Brooklyn.
Join a team that values integrity, innovation, and exceptional service as you help
Qualifications
- Active Life & Health license in New York, in good standing.
- 2+ years of experience selling life insurance with proven production.
- Strong knowledge of term, whole life, universal life, and IUL.
- Consultative sales skills to design protection, wealth accumulation, and legacy solutions.
- Established network or ability to generate clients through referrals.
Responsabilités
- Build personalized financial plans for clients.
- Conduct in-depth financial analysis covering investments, risk management, retirement planning, and tax efficiency.
- Guide clients through decisions and keep them on track toward long-term goals.
- Deepen client relationships and expand WealthBridge's reach in Queens and Brooklyn.
Connaissances
Formation
Outils
Description du poste
WealthBridge Financial Group is seeking an experienced Financial Professional who will guide clients through personalized financial plans, investment strategy, risk management, and retirement planning. You will leverage your Life & Health licenses, sales track record, and knowledge of products to uncover client needs, design compliant solutions, and build lasting relationships across Queens and Brooklyn.
Join a team that values integrity, innovation, and exceptional service as you help
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