Jobs in Red Bank, NJ

About the role

We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professional in our New Jersey Location . You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.

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.
• 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
• Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)

Benefits

Locations