Life Insurance & Annuity Sales Agent
WealthBridge Financial Group · Woodbridge, NJ · 1 mo ago
HybridFull-time
About the role
WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team.
Responsibilities
- Develop personalized financial plans for clients
- Guide clients through their financial decisions
- Help clients reach their long‑term financial objectives
- Conduct comprehensive financial analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization
- Leverage expertise to enhance client relationships and expand the WealthBridge Financial Group's client base
Requirements
- Bachelor's degree in finance, economics, or a related field
- Previous experience in financial consulting or a similar role is preferred
- Strong analytical and problem‑solving skills
- Excellent communication and interpersonal skills
- Ability to build and maintain relationships with clients
- Familiarity with financial planning software and investment products
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