# Managing Director - Annuities, Life Insurance & Investments (Experienced)

**Company:** [WealthBridge Financial Group](https://jobs.workable.com/companies/4f5wQEtbNCPU5kn2kfVBuv.md)
**Location:** Morristown, United States
**Workplace:** hybrid
**Employment type:** Full-time

[Apply for this job](https://jobs.workable.com/view/1d35cc9b-2d71-4e8e-819c-45509bbcf0ad)

## 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.

[www.wealthbridgefg.com](https://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.
