Managing Director - Annuities, Life Insurance & Investments (Experienced)
# Managing Director - Annuities, Life Insurance & Investments (Experienced) **Wealthbridge Financial Group** · Elmont, NY 11003 · `On-site` 🕒 **Статус:** *Опубликовано: 4 дня назад* · *Источник: Indeed* --- ### About the Role 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 Professionals. - Grow talent. You’ll attract, train, and develop new advisors, with a target of at least 8 hires per year. - Drive results. You’ll raise performance through hands-on coaching, mentorship, and clear accountability. - Lead by example. You’ll maintain your own production in life insurance and annuities. - Serve clients holistically. You’ll deliver comprehensive financial strategies through a consultative, needs-based approach. - Collaborate with experts. You’ll partner with internal specialists and outside professionals, including CPAs and attorneys, on complex cases. - Shape 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 services. - A strong producer. You have a solid production history, and life insurance and/or annuity experience is required. - A builder at heart. You think like an entrepreneur and are driven to build and scale something significant. - A talent magnet. You know how to attract top people, develop them, and keep them. - A professional who owns results. You bring polish, drive, and accountability every day. - A 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 year - Maintain consistent personal production to stay in good standing - Mentor 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 firm. - Resources 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 cases. - Uncapped earning potential. Compensation is competitive and grows with you. - Continued growth. We provide ongoing leadership development and mentorship from experienced executives. - A 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 build. - Resources that scale with you. Advanced planning support, digital marketing, and business development tools help you and your team grow faster. - Room to build your way. The career path is flexible and entrepreneurial, so you design your organization on your terms. - Development for you and your team. Ongoing training, licensing support, and professional development make it easier to onboard and grow new advisors. - Technology that keeps you efficient. Modern platforms streamline client engagement and planning, so you can focus on leading and producing. - A culture worth recruiting into. Integrity, innovation, and long-term client success make WealthBridge a firm people want to join and stay with.
Наблюдалась 2026-10-20, впервые 2026-10-15, найдена на 3 площадках, источник — Indeed.