Life Insurance and Annuity Sales Agent (Not Captive)

Job overview

The Life Insurance and Annuity Sales Agent (Not Captive) role is listed in Boston, MA; the work arrangement is not specified. Compensation is not specified. WealthBridge Financial Group describes a commitment to integrity, innovation, and service to individuals and families. The listing describes financial consulting work that develops personalized plans and guides clients through investment, risk management, retirement, and tax-planning decisions. The role is intended to strengthen client relationships and expand the firm’s client base.

What you'll do

• Develop personalized financial plans
• conduct financial analyses covering investment strategies, risk management, retirement planning, and tax optimization
• guide clients through financial decisions
• build and maintain client relationships.

What we're looking for

Skills & competencies

life insurance sales

annuity sales

financial consultant

financial planning

investment strategies

risk management

retirement planning

boston ma

wealthbridge financial group

client relationships

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage for employees and dependents
• 401(k) with company match
• life and disability insurance
• wellness programs and mental health resources
• career growth opportunities
• and ongoing training support.

Why this role

The listing title identifies a non-captive life insurance and annuity sales agent, while the description presents the role as a financial consultant; a bachelor’s degree in finance, economics, or a related field is listed as a requirement.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.