Life Insurance & Annuity Sales Agent (Not Captive)
WealthBridge Financial Group · Greenwich, CT · 2 wk 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 financial decisions and help them reach 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 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.