Life Insurance & Annuity Sales - Non-Captive
About The Position
WealthBridge Financial Group is seeking an experienced Financial Professional to help clients make informed financial decisions and work toward long-term goals. The role involves building personalized financial plans and conducting in-depth financial analysis across investment strategy, risk management, retirement planning, and tax efficiency. The Financial Professional will develop client relationships and support individuals and families across Queens and Brooklyn with financial protection and planning needs. The position offers access to experienced professionals and mentors, consultants through Integrated Wealth Resources for complex cases, advanced planning resources, digital marketing support, and business development systems. The career path is described as flexible and entrepreneur-oriented, with licensing support, ongoing training, career growth opportunities, and continued professional development. The company emphasizes integrity, innovation, client service, and modern technology.
Requirements
- Active Life & Health license in New York, 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 solutions for protection, wealth accumulation, and legacy planning.
- Build and maintain client relationships, including supporting retention and repeat business.
- Generate clients through an established network, referrals, or prospecting.
- Evaluate client situations and present clear, compliant recommendations.
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.
- Access to experienced professionals, mentors, and consultants through Integrated Wealth Resources for complex client cases.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
