Experienced Life Insurance & Annuity Agent

WealthBridge Financial Group

1d • Remote

About The Position

WealthBridge Financial Group is seeking established, actively licensed life insurance producers with at least three years of active life insurance sales experience. This is a full-time, remote, commission-based opportunity for agents who want to grow their practices and client relationships using an independent model supported by an established financial services firm. It is not an entry-level opportunity, and compensation is not salaried; earnings are based on production, with no guaranteed salary or fixed annual earnings range.

The open-architecture model offers independent contracts, no non-compete on the adviser’s book of business, and access to marketing, training, case design, and joint-work resources. Agents can develop relationships and serve clients while collaborating with specialists when needed. Remote work is available nationwide with no mandatory office attendance. Optional firm locations for in-person collaboration are in New York City; Hackensack, New Jersey; Garden City, New York; and Melville, New York.

The firm offers medical, dental, and vision coverage for advisers and their dependents, a 401(k) plan with company match, life and disability insurance, wellness and mental health resources, career growth opportunities, and ongoing training support.

Requirements

• At least three years of experience as a licensed life insurance agent actively selling life insurance.
• An active Life, Accident & Health insurance license.
• Demonstrated ability to generate life insurance business and advise individuals, families, business owners, or a combination of these groups; experience with every client segment is not required.
• Experience guiding clients through the life insurance sales process; working alongside case managers, underwriting teams, and case-design specialists is acceptable.
• Interest in building a full-time, commission-based practice without a guaranteed salary.
• Authorization to work in the United States; visa sponsorship is not available.

Nice To Haves

• Advanced case-design experience or experience handling complex underwriting situations.
• Experience with annuity products, investment products, or both.
• Experience serving business owners or high-net-worth clients.
• Additional active insurance or financial-services licenses.

Responsibilities

• Develop new business through prospecting, referrals, networking, and relationship building with individuals, families, and business owners.
• Conduct client consultations to understand protection needs, financial priorities, and existing coverage, and recommend appropriate life insurance solutions.
• Guide cases through discovery, recommendations, applications, underwriting follow-up, and policy placement, working with support teams as needed.
• Maintain and strengthen client relationships through ongoing service and policy reviews that address changing needs.
• Collaborate with company resources for marketing, training, case design, and joint work.
• Maintain required licensing, continuing education, and professional standards.

Benefits

• Top-tier health coverage including medical, dental, and vision plans for the adviser and dependents.
• 401(k) retirement plan with company match.
• Life and disability insurance.
• Employee wellness programs and mental health resources.
• Career growth opportunities and ongoing training support.
• Competitive commission payouts, with terms based on the applicable contract and production level.

What This Job Offers

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