Life Insurance & Annuity Sales Agent (Not Captive)
Fair Lawn, New Jersey, United StatesAll locationsFair Lawn, New Jersey, United StatesBoston, Massachusetts, United StatesGreenwich, Connecticut, United StatesMorristown, New Jersey, United StatesNew York, New York, United StatesWoodbridge, New Jersey, United States On-site
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About the role
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, retirement planning, and tax efficiency. You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn.
What you'll bring
- Active Life & Health license in New York, in good standing.
- Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills.
- You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
- Excellent communication and relationship-building skills, with a record of client retention and repeat business.
- Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
- Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.
- Additional state licenses are a plus.
- Bachelor’s degree in finance, economics, business, or a related field
- Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
- Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American