Managing Director, Experienced w/ Annuities, Life Insurance, Investments

WealthBridge Financial Group

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Work arrangement
On-site
Job type
Full-time
Location
Elmont, NY, US
Compensation
Not disclosed
Apply by
April 30, 2027

About this role

About Us

At WealthBridge Financial Group, we help individuals, families, and business ownerscreate, protect, and grow wealththrough personalized, forward-thinking financial strategies. Our approach combinesinnovation, collaboration, and educationto deliver long-term impact and trusted client relationships.

www.wealthbridgefg.com

The Opportunity

We are seeking aManaging Directorwho is both aproducer and a builder—someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams.

This role is designed for leaders who want tobuild their own practice while scaling an organizationwithin a supportive, growth-oriented environment.

What You’ll Do

  • Build and lead your own teamof Financial Professionals
  • Actively recruit, train, and develop new advisors (minimum8 hires per year)
  • Drive performance through coaching, mentorship, and accountability
  • Maintain personal production acrosslife insurance and annuity business
  • Deliver holistic financial strategies to clients using a consultative approach
  • Partner with internal specialists and external professionals (CPAs, attorneys, etc.)
  • Create a culture of growth, professionalism, and client-first service

Requirements

What We’re Looking For

  • Provenleadership and recruiting experiencein financial services
  • Strongproduction background(life insurance and/or annuities required)
  • Entrepreneurial mindset with the desire tobuild and scale a business
  • Ability to attract, develop, and retain talent
  • High level of professionalism, drive, and accountability
  • Excellent communication and relationship-building skills

Role Expectations

This is a leadership-focused position intended for individuals committed tobuilding and managing a team.

  • Recruit a minimum of8 new Financial Professionals annually
  • Maintain consistentpersonal productionto remain in good standing
  • Actively mentor and grow your team’s performance and retention

What We Offer

  • A platform tobuild your own business within an established firm
  • Access to advanced planning strategies, marketing support, and leadership resources
  • Competitive compensation withuncapped income potential
  • Ongoing leadership development and mentorship
  • A collaborative culture focused on long-term success for both clients and advisors

Benefits

What sets us apart from other firms?

  • Access to acollaborative network of experienced professionals and mentors
  • Advanced planning resources, digital marketing support, and business development tools
  • Flexible career path with entrepreneurial growth opportunities
  • Ongoing training, licensing support, and professional development
  • Technology platforms and tools to help streamline client engagement and planning
  • A culture focused onintegrity, innovation, and long-term client success
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