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

WealthBridge Financial Group • Hoboken, NJ

4d

About The Position

WealthBridge Financial Group is seeking an experienced Managing Director to grow a personal practice while building and leading a team of Financial Professionals. The role combines personal production in life insurance and annuities with recruiting, training, mentoring, and managing advisors. The Managing Director will deliver comprehensive financial strategies through a consultative, needs-based approach and collaborate with internal specialists and outside professionals on complex cases.

The position is supported by an established firm and offers advanced planning strategies, marketing and business-development resources, leadership tools, consultant access, ongoing training, licensing support, and mentorship. Compensation is described as competitive with uncapped earning potential. The role has a flexible, entrepreneurial career path and emphasizes long-term success for clients and advisors.

Requirements

• A proven track record of recruiting and leading in financial services.
• A solid production history.
• Life insurance and/or annuity experience is required.
• Entrepreneurial mindset and motivation to build and scale an organization.
• Ability to attract, develop, and retain talented people.
• Professionalism, drive, and accountability.
• Strong relationship-building and communication skills with clients and advisors.
• Ability to maintain consistent personal production and mentor a team.

Responsibilities

• Recruit and lead a team of Financial Professionals, with a target of at least eight hires per year.
• Attract, train, develop, mentor, and retain new advisors.
• Coach the team, set clear accountability, and drive its 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 centered on growth, professionalism, and client-first service.
• Build and scale an organization while growing a personal practice.

Benefits

• Competitive compensation with uncapped earning potential.
• Advanced planning strategies and support for complex cases.
• Marketing support, including digital marketing.
• Leadership tools and business-development resources.
• Access to consultants through Integrated Wealth Resources.
• Ongoing leadership development and mentorship from experienced executives.
• Ongoing training and licensing support.
• Professional development.
• Modern platforms for client engagement and planning.
• Flexible, entrepreneurial career path.

What This Job Offers

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