Managing Director, Annuities & Insurance (NY/NJ)

Job description

About Us

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.

www.wealthbridgefg.com

The Opportunity

We are seeking a Managing Director who is both a producer and a builder —someone with a strong track record in financial services and proven experience recruiting, developing, and leading high-performing teams.

This role is designed for leaders who want to build their own practice while scaling an organization within a supportive, growth-oriented environment.

What You’ll Do - Build and lead your own team of Financial Professionals - Actively recruit, train, and develop new advisors (minimum 8 hires per year ) - Drive performance through coaching, mentorship, and accountability - Maintain personal production across life insurance and annuity business - Deliver holistic financial strategies to clients using a consultative approach - Partner with internal specialists and external professionals (CPAs, attorneys, etc.) - Create a culture of growth, professionalism, and client-first service

Requirements

What We’re Looking For - Proven leadership and recruiting experience in financial services - Strong production background (life insurance and/or annuities required) - Entrepreneurial mindset with the desire to build and scale a business - Ability to attract, develop, and retain talent - High level of professionalism, drive, and accountability - Excellent communication and relationship-building skills

Role Expectations

This is a leadership-focused position intended for individuals committed to building and managing a team . - Recruit a minimum of 8 new Financial Professionals annually - Maintain consistent personal production to remain in good standing - Actively mentor and grow your team’s performance and retention

What We Offer - A platform to build your own business within an established firm - Access to advanced planning strategies, marketing support, and leadership resources - Competitive compensation with uncapped income potential - Ongoing leadership development and mentorship - A collaborative culture focused on long-term success for both clients and advisors

Benefits

What sets us apart from other firms? - Access to a collaborative network of experienced professionals and mentors - Advanced planning resources, digital marketing support, and business development tools - Flexible career path with entrepreneurial growth opportunities - Ongoing training, licensing support, and professional development - Technology platforms and tools to help streamline client engagement and planning - A culture focused on integrity, innovation, and long-term client success