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

WealthBridge Financial Group•Morristown, NJ

About The Position

WealthBridge Financial Group is seeking an experienced Managing Director who will both produce personally and build an organization. The role involves growing an individual practice while recruiting, developing, and leading a team of Financial Professionals, with firm resources and support. The Managing Director will maintain personal production in life insurance and annuities, deliver comprehensive financial strategies through a consultative, needs-based approach, and collaborate with internal specialists and outside professionals such as CPAs and attorneys on complex cases. The position also involves setting a growth-oriented, professional, client-first team culture and meeting a target of at least eight Financial Professional hires per year. WealthBridge offers an established platform, advanced planning and marketing support, leadership tools, access to consultants through Integrated Wealth Resources, ongoing leadership development and mentorship, licensing support, professional development, and modern client-engagement and planning platforms. Compensation is described as competitive with uncapped earning potential. The career path is flexible and entrepreneurial, allowing the Managing Director to shape their organization.

Requirements

Proven track record of recruiting and leading in financial services.
Solid production history.
Life insurance and/or annuity experience.
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 and maintain consistent personal production.

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 clear accountability, and improve team performance and retention.
Maintain consistent personal production in life insurance and annuities.
Deliver comprehensive financial strategies through a consultative, needs-based approach.
Collaborate with internal specialists and outside professionals, including CPAs and attorneys, on complex cases.
Build a team culture rooted in growth, professionalism, and client-first service.

Benefits

Established firm platform and backing for building an organization.
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.
Access to consultants for complex cases.
Ongoing training, licensing support, and professional development.
Modern platforms for client engagement and financial planning.
Competitive compensation with uncapped earning potential.
Flexible, entrepreneurial career path that allows the Managing Director to design their organization.