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

WealthBridge Financial Group•Hoboken, NJ

About The Position

WealthBridge Financial Group is seeking a Managing Director to grow a personal financial services practice while building and leading a team of Financial Professionals. The role combines personal production in life insurance and annuities with recruiting, developing, and managing advisors. The Managing Director is expected to recruit at least eight new Financial Professionals each year, maintain consistent personal production, and support team performance and retention through coaching, mentorship, and accountability. The position involves delivering comprehensive, consultative, needs-based financial strategies to clients and collaborating with internal specialists and outside professionals, including CPAs and attorneys, on complex cases. The Managing Director will build a professional, growth-oriented, client-first team culture. WealthBridge offers an established platform, advanced planning and marketing resources, leadership tools, consultant access through Integrated Wealth Resources, executive mentorship, ongoing development, licensing support, and modern client-engagement and planning platforms. Compensation is described as competitive with uncapped earning potential.

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 drive 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 annually 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 accountability, and improve team 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.