AI Marketing & Automation Strategist
About the role
At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Through Integrated Wealth Resources, our agents also get access to expert consultants to better serve their clients. www.wealthbridgefg.com We're looking for an expert at the intersection of artificial intelligence and marketing to help us build the future of how our firm grows. You'll design, build, and implement AI agents that power two critical areas of our business: generating qualified life insurance leads for our agents, and attracting and recruiting new agents to join our team. This is a hands-on, high-impact role for someone who wants to build systems from the ground up and see measurable results.
Responsibilities
- Design and deploy AI agents that capture, qualify, nurture, and book appointments with life insurance prospects across SMS, email, web chat, and social media
- Build AI-powered recruiting funnels that