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 analysis of investment strategy, risk management, retirement planning, and tax efficiency. The Financial Professional will deepen client relationships and expand WealthBridge’s reach in communities across Queens and Brooklyn. The position offers 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, ongoing training, career growth opportunities, and professional development. The career path is flexible and designed to support entrepreneurial growth. WealthBridge emphasizes integrity, innovation, exceptional service, and long-term client trust.
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, including the ability 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
- 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.
- Develop and maintain client relationships and expand the company’s reach across Queens and Brooklyn.
- Generate clients through referrals and prospecting, as needed.
- Present clear, compliant recommendations based on client situations.
- Use planning resources, digital marketing support, business development systems, and client-engagement technology.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
