Managing Director - Annuities, Life Insurance & Investments (Experienced)
Why This Role Stands Out
This is an exceptional opportunity to lead and grow a thriving financial services division, blending personal practice development with organizational scaling. You will thrive here if you are a proven leader with a passion for recruiting, developing talent, and driving results in a collaborative, client-focused environment. Embrace the flexibility of a hybrid work model and make a significant impact at a reputable firm.
Quick Overview
Job Description
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.
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.
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.
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.