Trusted Life Insurance & Annuity Advisor

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients in creating personalized financial plans, performing in-depth analysis, and helping them reach long-term goals. You will build relationships, expand the firm's reach in local communities, and deliver high-quality service.

The role emphasizes investment strategy, risk management, retirement planning, and tax efficiency with strong licenses and a growing client base.

Qualifications

• Active Life & Health license in New York in good standing.
• 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 needs and design solutions.
• Established network or ability to generate clients through referrals and prospecting.
• Excellent communication and relationship-building skills with client retention.

Responsibilities

• Build personalized financial plans for clients.
• Conduct in-depth financial analysis covering investments, risk management, retirement planning, and tax efficiency.
• Guide clients through important decisions and keep them on track toward long-term goals.

Skills

Life & Health license

Financial planning

Client acquisition

CRM proficiency

Analytical skills

Education

Bachelor's in finance/economics/business

Tools

Illustration software

Job description

WealthBridge Financial Group seeks an experienced Financial Professional to guide clients in creating personalized financial plans, performing in-depth analysis, and helping them reach long-term goals. You will build relationships, expand the firm's reach in local communities, and deliver high-quality service.

The role emphasizes investment strategy, risk management, retirement planning, and tax efficiency with strong licenses and a growing client base.