Managing Director Insurance & Annuities (New Jersey)

WealthBridge Financial Group
  • New Brunswick, NJ
    12 days ago

    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

    Numbers & Facts

    LocationNew Brunswick, NJ

    Skills

    • Annuitiesunmatched
    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Employee Retentionunmatched
    • Entrepreneurshipunmatched
    • Financial Servicesunmatched
    • Financial Strategyunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Licensingunmatched
    • Life Insuranceunmatched
    • Marketing Strategyunmatched
    • Mentoringunmatched
    • Online Marketingunmatched
    • Programming Toolsunmatched
    • Strategic Planningunmatched
    • Talent Managementunmatched
    • Team Lead/Managerunmatched
    • Team Playerunmatched

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