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Life Insurance & Annuity Sales Agent (Not Captive)

WealthBridge Financial Group · Boston, Estados Unidos De América · Hybrid

  • Oficina en Boston
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Description

WealthBridge Financial Group is looking for an experienced Financial Professional who is knowledgeable, driven, and committed to clients, and who wants to make a real difference in people’s financial lives.

In this role, you’ll be a trusted guide for clients. You’ll build personalized financial plans, help them work through important decisions, and keep them on track toward their long-term goals. Your work will include in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency.

You’re a great fit if you have a strong command of financial products and services and you’re genuinely motivated by helping people succeed. Here, your expertise will deepen client relationships and expand WealthBridge’s reach in the communities we serve across Queens and Brooklyn.

Integrity, innovation, and exceptional service are at the heart of everything we do at WealthBridge. Join us and help individuals and families build stronger, more secure financial futures.

Requirements

Requirements

  • Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
  • 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. You can 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 your own 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.

Preferred Qualifications

  • 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

Benefits

  • What Sets Us Apart
    • You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
    • Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
    • Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
    • We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
    • Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
    • Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
  • Benefits That Take Care of You
    • Top-tier health coverage with medical, dental, and vision plans for you and your dependents
    • 401(k) with company match to help you build long-term financial security
    • Life and disability insurance for added peace of mind
    • Wellness programs and mental health resources to support you inside and outside the office