[Hiring] Experienced Life Insurance & Annuity Agent @WealthBridge Financial Group

Role Description

Build your life insurance practice with the flexibility of an independent model and the resources of an established financial services firm. WealthBridge Financial Group is seeking experienced, actively licensed life insurance producers who want to grow their businesses, strengthen client relationships, and access support for marketing, case design, and complex planning opportunities.

• 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 WealthBridge’s resources for marketing, training, case design, and joint work while maintaining required licensing, continuing education, and professional standards.

Qualifications

• 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 guiding clients through the life insurance sales process.
• Interest in building a full-time, commission-based practice without a guaranteed salary.
• Authorization to work in the United States. Visa sponsorship is not available.

Requirements

• 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.

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.