Managing Director Insurance & Annuities (New Jersey & New York)
About this role
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 OpportunityWe 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
- 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
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
- 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
- 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
Company at a glance
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.
Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey
Explore what it means to build lasting wealth with the right team by your side!
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Top Benefits
- Advanced planning strategies
- Marketing support
- Leadership resources
- Uncapped income potential
- Ongoing leadership development
- Mentorship
- Collaborative culture
- Digital marketing support
- Business development tools
- Licensing support
- Professional development
- Technology platforms
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