Life Insurance & Annuity Sales - Non-Captive

WealthBridge Financial Group • New York, NY

23h • $100,000 - $150,000

About The Position

WealthBridge Financial Group is seeking an experienced Financial Professional to serve clients across Queens and Brooklyn. The role involves building personalized financial plans, helping clients make important financial decisions, and supporting them in reaching long-term goals. Work includes in-depth financial analysis across investment strategy, risk management, retirement planning, and tax efficiency. The Financial Professional uses knowledge of financial products and services to build client relationships and support individuals and families in creating more secure financial futures.

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 of term, whole life, universal life, and indexed universal life (IUL).
• Consultative sales skills, including the ability to uncover client needs and design appropriate solutions.
• 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 tailored to clients.
• Guide clients through important financial decisions and help them stay on track toward long-term goals.
• Analyze client situations, including investment strategy, risk management, retirement planning, and tax efficiency.
• Uncover client needs and develop solutions for protection, wealth accumulation, and legacy planning.
• Generate clients through an established network, referrals, and prospecting.
• Present clear, compliant recommendations and build lasting client relationships.

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 through Integrated Wealth Resources.
• Advanced planning resources, digital marketing support, and business development systems.
• Modern technology platforms for client engagement and planning.

What This Job Offers

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