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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Experienced Life Insurance & Annuity Agent

Insurance Sales & AgencyPosted on Nov 13
Full-time

About the Job

Requirements

  • At least three years of experience as a licensed life insurance agent actively selling life insurance.
  • An active Life, Accident & Health insurance license.
  • Demonstrated ability to generate life insurance business and advise individuals, families, business owners, or a combination of these groups; experience with every client segment is not required.
  • Experience guiding clients through the life insurance sales process; working alongside case managers, underwriting teams, and case-design specialists is acceptable, and candidates do not need to perform every technical or administrative step independently.
  • Authorization to work in the United States.
  • Interest in building a full-time, commission-based practice without a guaranteed salary.

Responsibilities

  • Develop new business through prospecting, referrals, networking, and relationship building with individuals, families, and business owners.
  • Conduct client consultations to understand protection needs, financial priorities, and existing coverage, and recommend appropriate life insurance solutions.
  • Guide cases through the sales process, from discovery and recommendations through application, underwriting follow-up, and policy placement, working with support teams as needed.
  • Maintain and strengthen client relationships through ongoing service and policy reviews that address changing needs.
  • Collaborate with the firm's resources for marketing, training, case design, and joint work while maintaining required licensing, continuing education, and professional standards.

Desired Qualifications

  • Advanced case-design experience or experience handling complex underwriting situations.
  • Experience with annuity products, investment products, or both.
  • Experience serving business owners or high-net-worth clients.
  • Additional active insurance or financial-services licenses.

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
Not listed

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