WealthBridge Financial Group→
Managing Director of Insurance &… at WealthBridge… · Melville
Skills
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.
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
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
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