Managing Director, Experienced w/ Annuities, Life Insurance, Investments
wealthbridge financial groupElmont, NY
Managing Director, Experienced w/ Annuities, Life Insurance, Investments
wealthbridge financial groupElmont, NY
2 days ago
Industries
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesPortfolio Management and Investment AdviceAbout the role
About Us:
At WealthBridge Financial Group, we help individuals, families, and business ownerscreate, protect, and grow wealththrough personalized, forward-thinking financial strategies. Our approach combinesinnovation, collaboration, and educationto deliver long-term impact and trusted client relationships.
The Opportunity:
We are seeking aManaging Directorwho is both aproducer 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 tobuild their own practice while scaling an organizationwithin a supportive, growth-oriented environment.
What You’ll DoBuild and lead your own teamof Financial Professionals
Actively recruit, train, and develop new advisors (minimum8 hires per year )
Drive performance through coaching, mentorship, and accountability
Maintain personal production acrosslife 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 ForProvenleadership and recruiting experiencein financial services
Strongproduction background(life insurance and/or annuities required)
Entrepreneurial mindset with the desire tobuild 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 tobuilding and managing a team.
Recruit a minimum of8 new Financial Professionals annually
Maintain consistentpersonal productionto remain in good standing
Actively mentor and grow your team’s performance and retention
What We Offer:
A platform tobuild your own business within an established firm
Access to advanced planning strategies, marketing support, and leadership resources
Competitive compensation withuncapped 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 acollaborative 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 onintegrity, innovation, and long-term client success
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JOB OVERVIEW
Experience level
Manager
Location
Elmont, NY
Occupation
Personal Financial Advisors
Industry
Insurance Agencies and Brokerages
Posted
2 days ago
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