Jobs · OTHR · Ohio

Experienced Life & Annuity Agent

WealthBridge Financial Group · Cincinnati, OH · 2 mo ago
HybridOTHRFull-time

Requirements

  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Pay

TBD

Schedule

TBD

Qualifications

Passionate about helping clients achieve financial success

Skills

Financial planning, client relationship management, leadership, business acumen, analytical skills

About the Role

Engage with clients to understand their financial objectives and provide tailored advice and strategies

Responsibilities

Leverage financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies

Benefits

Collaborate with a network of industry experts and access to cutting-edge resources to enhance client service

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