Life Insurance & Annuity Sales - Non-Captive
About The Position
WealthBridge Financial Group is seeking an experienced Financial Professional to guide clients through important financial decisions and help them pursue their long-term goals. The role involves building personalized financial plans and conducting in-depth analysis of investment strategy, risk management, retirement planning, and tax efficiency. The Financial Professional develops client relationships and supports individuals and families in the communities served across Queens and Brooklyn. The role includes life insurance sales and may involve annuity and advanced-market cases. WealthBridge provides access to experienced professionals and mentors, consultants through Integrated Wealth Resources for complex client cases, advanced planning resources, digital marketing support, business development systems, licensing support, training, career growth opportunities, professional development, and technology platforms for client engagement and planning. The career path is described as flexible and entrepreneur-oriented.
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 across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills 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.
- Guide clients through important financial decisions and help them stay on track toward long-term goals.
- Conduct financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.
- Uncover client needs and design compliant recommendations for protection, wealth accumulation, and legacy planning.
- Develop and maintain client relationships, including retention and repeat business.
- Generate clients through an established network, referrals, prospecting, or other business development.
- Use illustration software, CRM systems, and digital client engagement tools.
- Work with experienced professionals, mentors, and 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.
- Access to experienced professionals, mentors, and consultants for complex cases.
- Advanced planning resources, digital marketing support, and business development systems.
- Technology platforms for client engagement and planning.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
