- Morristown, New Jersey, United States +5 more
- Mid
- 2+ years
As a Licensed Life Insurance Agent, you will be a trusted guide for clients, building personalized financial plans and covering investment strategy, risk management, and retirement planning across Queens and Brooklyn.
Locations (6)
- Morristown, New Jersey, United States
- New York, New York, United States
- Greenwich, Connecticut, United States
- Boston, Massachusetts, United States
- Fair Lawn, New Jersey, United States
- Woodbridge, New Jersey, United States
Responsibilities
- Build personalized financial plans
- Help clients work through important decisions
- Perform in-depth financial analysis covering investment strategy, risk management, retirement planning, and tax efficiency
- Uncover client needs and design solutions for protection, wealth accumulation, and legacy planning
- Generate clients through referrals and prospecting
Requirements
- Bachelor’s degree in finance, economics, business, or a related field
- Nice to have: advanced markets cases
- Nice to have: premium finance
- Nice to have: business succession
- Nice to have: executive benefits
Skills
Benefits
- medical coverage
- dental plans
- vision plans
- 401(k) with company match
- Life and disability insurance

