Licensed Life Insurance Agent - Non-Captive

WealthBridge Financial Group • Morristown, NJ

1d

About The Position

WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients through important financial decisions and help them pursue long-term goals. The role involves developing personalized financial plans and conducting in-depth financial analysis across investment strategy, risk management, retirement planning, and tax efficiency. The successful candidate will use knowledge of financial products and services to strengthen client relationships and serve communities across Queens and Brooklyn. WealthBridge emphasizes integrity, innovation, and exceptional service.

Requirements

• Active New York Life & Health license in good standing.
• At least 2 years of experience selling life insurance, with a proven production track record.
• Strong product knowledge of term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills, including the ability to uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
• An established network or book of business, or demonstrated ability to generate 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.

Nice To Haves

• Additional state licenses.
• 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).
• Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one.
• Interest in building and leading a team.

Responsibilities

• Build personalized financial plans for clients.
• Help clients make financial decisions and stay on track toward long-term goals.
• Conduct financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
• Identify client needs and develop recommendations for protection, wealth accumulation, and legacy planning.
• Generate and retain client relationships through consultative sales, referrals, and prospecting.
• Use illustration software, CRM systems, and digital client engagement tools.
• Collaborate with experienced professionals, mentors, and Integrated Wealth Resources consultants on complex client cases.

Benefits

• Medical, dental, and vision plans for the employee and dependents.
• 401(k) with company match.
• Life and disability insurance.
• Wellness programs and mental health resources.
• Licensing support, ongoing training, career growth opportunities, and continued professional development.
• Advanced planning resources, digital marketing support, and business development systems.
• Support from experienced professionals, mentors, and consultants for complex client cases.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed