Jobs · OTHR · New York

Managing Director - Annuities, Life Insurance & Investments (Experienced

WealthBridge Financial Group · Melville, NY · 1 wk ago
HybridOTHRFull-time
About Us WealthBridge Financial Group partners with individuals, families, and business owners to build, protect, and grow wealth. Our strategies are personalized and forward-looking, and they're built on innovation, collaboration, and client education. The result is lasting impact and relationships built on trust. www.wealthbridgefg.com The Opportunity We're looking for a Managing Director who is equal parts producer and builder. You have a proven track record in financial services, and you know how to recruit, develop, and lead teams that perform. This is a role for leaders who are ready for more: you'll grow your own practice while scaling an organization, with the resources and backing of a firm that's invested in your success. What You'll Do Build your team. You'll recruit and lead your own team of Financial ProfessionalsGrow talent. You'll attract, train, and develop new advisors, with a target of at least 8 hires per yearDrive results. You'll raise performance through hands-on coaching, mentorship, and clear accountabilityLead by example. You'll maintain your own production in life insurance and annuitiesServe clients holistically. You'll deliver comprehensive financial strategies through a consultative, needs-based approachCollaborate with experts. You'll partner with internal specialists and outside professionals, including CPAs and attorneys, on complex casesShape the culture. You'll build a team environment rooted in growth, professionalism, and client-first service Requirements What We're Looking For A proven leader. You have a track record of recruiting and leading in financial servicesA strong producer. You have a solid production history, and life insurance and/or annuity experience is requiredA builder at heart. You think like an entrepreneur and are driven to build and scale something significantA talent magnet. You know how to attract top people, develop them, and keep themA professional who owns results. You bring polish, drive, and accountability every dayA natural communicator. You build strong relationships with clients and advisors alike Role Expectations This is a leadership role for people who are serious about building and managing a team. You'll be expected to: Recruit at least 8 new Financial Professionals each yearMaintain consistent personal production to stay in good standingMentor your team and drive both its performance and retention What We Offer Your business, our platform. You'll build your own organization with the backing of an established firmResources that give you an edge. You'll get advanced planning strategies, marketing support, leadership tools, and access to consultants through Integrated Wealth Resources for complex casesUncapped earning potential. Compensation is competitive and grows with youContinued growth. We provide ongoing leadership development and mentorship from experienced executivesA culture built to last. Our collaborative environment is focused on long-term success for clients and advisors alike Benefits What Sets Us Apart A network that elevates you. You'll work alongside seasoned professionals and executive mentors who have built what you're setting out to buildResources that scale with you. Advanced planning support, digital marketing, and business development tools help you and your team grow fasterRoom to build your way. The career path is flexible and entrepreneurial, so you design your organization on your termsDevelopment for you and your team. Ongoing training, licensing support, and professional development make it easier to onboard and grow new advisorsTechnology that keeps you efficient. Modern platforms streamline client engagement and planning, so you can focus on leading and producingA culture worth recruiting into. Integrity, innovation, and long-term client success make WealthBridge a firm people want to join and stay with

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