Managing Director - Annuities, Life Insurance & Investments (Experienced)

WealthBridge Financial Group • Elmont, NY

4d

About The Position

WealthBridge Financial Group is seeking an experienced Managing Director who will both produce personally and build and lead a team. The role involves growing the Managing Director’s own practice while scaling an organization with support from the firm. The Managing Director will recruit, train, develop, mentor, and retain Financial Professionals, with a target of at least eight hires per year, and will maintain consistent personal production in life insurance and annuities. The position also serves clients through comprehensive, consultative, needs-based financial strategies and collaborates with internal specialists and external professionals on complex cases.

The role is intended for entrepreneurial leaders who are serious about building and managing a team. WealthBridge offers an established platform, advanced planning and marketing resources, leadership tools, consultants through Integrated Wealth Resources, executive mentorship, ongoing training, licensing support, professional development, and modern technology. Compensation is described as competitive with uncapped earning potential; no specific salary range is provided.

Requirements

• Proven track record of recruiting and leading in financial services.
• Solid personal production history.
• Experience in life insurance and/or annuities.
• Ability to attract, develop, and retain talent.
• Entrepreneurial mindset and motivation to build and scale an organization.
• Professionalism, drive, and accountability.
• Strong relationship-building and communication skills with clients and advisors.
• Willingness to recruit at least eight new Financial Professionals each year, maintain consistent personal production, and mentor the team.

Responsibilities

• Recruit and lead a team of Financial Professionals.
• Attract, train, and develop new advisors, targeting at least eight hires per year.
• Coach and mentor team members, establish accountability, and improve team performance and retention.
• Maintain consistent personal production in life insurance and annuities.
• Deliver comprehensive financial strategies using a consultative, needs-based approach.
• Partner 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.

Benefits

• Competitive compensation with uncapped earning potential.
• Advanced planning strategies and marketing support.
• Leadership tools and access to consultants through Integrated Wealth Resources for complex cases.
• Ongoing leadership development and mentorship from experienced executives.
• Professional development and ongoing training.
• Licensing support.
• Digital marketing and business development tools.
• Modern platforms to streamline client engagement and planning.
• An entrepreneurial, flexible career path with the ability to design the organization on the individual’s terms.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed