Managing Director - Annuities, Life Insurance & Investments (Experienced)
About The Position
WealthBridge Financial Group is seeking an experienced Managing Director who will both produce business and build an organization. The role involves growing a personal practice while recruiting, developing, and leading a team of Financial Professionals, with support from the firm. The Managing Director is expected to recruit at least eight Financial Professionals each year, maintain consistent personal production in life insurance and annuities, mentor team members, and drive team performance and retention. The position also serves clients through comprehensive, consultative, needs-based financial strategies and collaborates with internal specialists and outside professionals on complex cases. The firm provides planning resources, marketing and business development support, leadership tools, ongoing development, mentorship, licensing support, and modern technology. Compensation is described as competitive with uncapped earning potential.
Requirements
- Track record of recruiting and leading in financial services.
- Solid production history.
- Life insurance and/or annuity experience.
- Entrepreneurial mindset and motivation to build and scale an organization.
- Ability to attract, develop, and retain talent.
- Professionalism, drive, and accountability.
- Strong relationship-building and communication skills with clients and advisors.
- Recruit at least eight new Financial Professionals each year.
- Maintain consistent personal production to stay in good standing.
- Mentor the team and drive its performance and retention.
Responsibilities
- Recruit and lead a team of Financial Professionals.
- Attract, train, and develop new advisors, with a target of at least eight hires per year.
- Coach and mentor team members, establish accountability, and improve performance and retention.
- Maintain personal production in life insurance and annuities.
- Deliver comprehensive financial strategies using a consultative, needs-based approach.
- Collaborate with internal specialists and outside professionals, including CPAs and attorneys, on complex cases.
- Build a team culture focused on growth, professionalism, and client-first service.
- Grow a personal practice while scaling an organization.
Benefits
- Competitive compensation with uncapped earning potential.
- Advanced planning strategies and support for complex cases through Integrated Wealth Resources.
- Marketing support, including digital marketing and business development tools.
- Leadership tools and ongoing leadership development.
- Mentorship from experienced executives and seasoned professionals.
- Ongoing training, licensing support, and professional development.
- Modern platforms for client engagement and planning.
- Collaborative environment focused on long-term success for clients and advisors.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
