Life Insurance & Annuity Sales - Non-Captive
About The Position
WealthBridge Financial Group is seeking an experienced Financial Professional to help individuals and families build stronger financial futures. The role serves as a trusted guide to clients by developing personalized financial plans, helping clients make important financial decisions, and keeping them on track toward long-term goals. Work includes in-depth financial analysis related to investment strategy, risk management, retirement planning, and tax efficiency. The Financial Professional uses knowledge of financial products and services to deepen client relationships and expand WealthBridge’s reach in Queens and Brooklyn. The organization emphasizes integrity, innovation, and exceptional service. The position offers access to experienced professionals and mentors, consultants through Integrated Wealth Resources for complex cases, advanced planning resources, digital marketing support, business development systems, licensing support, training, career growth opportunities, professional development, and modern client-engagement and planning technology. The career path is described as flexible and entrepreneurial.
Requirements
- Active New York Life & Health license in good standing; additional state licenses are a plus.
- 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 a 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
- 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 work through important financial decisions and 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 solutions for protection, wealth accumulation, and legacy planning.
- Generate clients through referrals and prospecting when needed.
- Present clear, compliant recommendations based on client situations.
- Build and maintain client relationships, supporting retention and repeat business.
- Use financial planning resources, CRM systems, illustration software, and digital client engagement tools.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
