Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director Insurance & Annuities (New Jersey)

WealthBridge Financial Group

Job Description

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

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Managing Director Insurance & Annuities (New Jersey) in Red Bank, NJ vacancy
  •  ...analyses, including assessments of investment strategies, risk management, retirement planning, and tax optimization. The ideal...  ...to help you build long-term security ~ Life and disability insurance for added peace of mind ~ Employee wellness programs and mental... 
    Suggested

    WealthBridge Financial Group

    Red Bank, NJ
    2 days ago
  • $60k - $63k

     ...Individual Giving Manager Two River Theater is seeking...  ...to the Associate Director of Individual Giving and...  ...American and world classics, new plays and musicals,...  ...community of Red Bank, New Jersey. Two River produces...  ...medical, dental and vision insurance, flexible spending... 
    Suggested
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Weekend work

    Two River Theater

    Red Bank, NJ
    18 hours ago
  • $180k - $225k

     ...trusted global provider of specialty lines insurance and reinsurance. We stand apart for our...  ...to analyze, review, evaluate, and monitor new and renewal accounts to support the...  ...independent judgment in processing accounts, managing underwriting activities, and establishing... 
    Suggested
    3 days per week

    AXIS Capital

    Red Bank, NJ
    18 hours ago
  •  ...Jencap? We are one of the largest wholesale insurance intermediaries in the United States with...  ..., binding authority, and program management. Our collaborative and driven team is empowered...  ...reviews, markets, and prices new and renewal applications, endorsements,... 
    Suggested
    Work at office

    Jencap

    Red Bank, NJ
    1 day ago
  •  ...Associate Vice President, Assistant Branch Manager About the Company Well-established community bank Industry Financial...  ...Categories Chris Christie Coffee Military New Jersey Pennsylvania Business Classifications B2C B2B... 
    Suggested
    Work at office
    Flexible hours

    Confidential

    West Long Branch, NJ
    18 hours ago
  •  ...location, regardless of geography. 2. Multi-State Compliance & Risk Management Ensure full compliance with federal, state, and local labor laws across all operating states (e.g., California, Texas, New York, etc.). Manage employee relations, conducting... 
    Hourly pay
    Local area

    Leap Brands

    Red Bank, NJ
    4 days ago
  • $45k - $52k

     ...Ability to sell through multiple insurance carriers Access to sell to our millions of AAA members for preferred lead generation Company paid...  ...and Life License within 60 days of hire Ability to learn new computer programs & multi‑task Ability to communicate effectively... 
    Full time
    Work at office
    Local area

    AAA Club Alliance

    Middletown, NJ
    18 hours ago
  • $275k - $375k

     ...position if hired to work in New Jersey. The compensation offered...  ...with other executives, directors, and line staff to ascertain...  ...business or human resources management. Masters degree preferred...  ...Medical and Prescription Drug Insurance ~ Dental and Vision Insurance... 
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    2 Crescent Place

    Oceanport, NJ
    more than 2 months ago
  • $260k

     ...Jersey Shore University Medical Center (JSUMC) is seeking an experienced...  ...integrity, and utilization management. You will integrate clinical...  ...(MD or DO) licensed in New Jersey Minimum of 10 years of...  ...Physician Advisor or Medical Director in UM/CDI Experience with Epic... 
    Full time
    Part time
    Night shift

    Hackensack Meridian Health

    Neptune, NJ
    2 days ago
  • $60k - $75k

     ...Restoration is seeking a dedicated and experienced Operational Manager to lead our Carpet Cleaning and Water Restoration teams. The ideal...  ...indicators. Assist in developing and implementing new procedures to streamline operations and improve service delivery... 
    Work from home
    Flexible hours

    Institute of Inspection , Cleaning and Restoration Certifica...

    Morganville, NJ
    4 days ago
  •  ...Jencap? We are one of the largest wholesale insurance intermediaries in the United States with...  ..., binding authority, and program management. The common thread woven throughout our...  ...Reviews, evaluates, markets and/or prices new and renewal applications, endorsements,... 
    Contract work
    Work experience placement
    Work at office
    Remote work

    Jencap

    Red Bank, NJ
    22 days ago
  • $286.44k

     ...Hackensack Meridian Health is seeking a BC Chief Pediatric Ophthalmologist at Jersey Shore University Medical Center/K. Hovnanian Children's Hospital located in Neptune, New Jersey. A desirable central New Jersey location commutable to New York and Philadelphia.... 
    Full time
    Part time
    Immediate start

    Hackensack Meridian Health

    Neptune, NJ
    11 days ago
  •  ...experience, with at least 3 years in a leadership role within the restaurant or hospitality sector, and a proven track record of managing HR functions across multiple states. They should be adept at problem-solving, empathetic yet firm, and process-oriented, with a strong... 

    Confidential

    Red Bank, NJ
    1 day ago
  • $50k - $75k

     ...Innovative lead program (mortgage protection, final expense, annuities) Cutting-edge CRM with automated lead upload Multiple income...  ...Requirements Must be eligible to work in the U.S. Must obtain a life insurance license (we guide you) Reliable phone, computer, and internet... 
    Remote job
    Full time
    Part time
    Work from home
    Flexible hours

    MINK Life & Legacy Agency

    Middletown, NJ
    1 day ago
  •  ...calling and receiving calls from clients, presenting and explaining insurance products, and scheduling appointments. Opportunities for career...  ...making this a perfect chance for anyone looking to integrate a new skill into their work life. Join a fun, energetic team and enjoy... 
    Remote job
    Weekly pay
    Part time

    Medium

    Middletown, NJ
    3 days ago
  •  ...OPENTEXT - THE INFORMATION COMPANY OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most... 

    OpenText

    Tinton Falls, NJ
    1 day ago
  • $1,000 per month

     ...will also oversee the operational aspects of the program such as gift processing, database management, and research. This role will work closely with the Board, Executive Director, and staff to ensure a culture of philanthropy develops and flourishes. Essential Duties... 

    Adapt of the Hudson Valley Inc

    Middletown, NJ
    1 day ago
  • $50k

     ...proven system with clear training and support What You'll Be Doing Speak with clients over the phone or Zoom Help families choose life insurance coverage that fits their needs Work both warm inbound leads and warm lead leads - No cold calling Track activity and stay... 
    Hourly pay
    Weekly pay
    Daily paid
    Full time
    Part time

    Meron Financial Agency

    Middletown, NJ
    3 days ago
  • $20 - $23 per hour

     ...Insight Global's client is seeking an Insurance Verification Specialist to support a growing plastic and reconstructive surgery practice...  ...attention to detail, organization, follow-through, and ability to manage high-volume work queues. - Reliable attendance, strong... 
    Hourly pay
    Work at office
    Local area
    Shift work

    Insight Global

    Middletown, NJ
    4 days ago
  • $75k - $100k

     ...Assertive : Act independently to keep projects moving, avoid unnecessary assumptions, and ensure timely completion. Email + Calendar Management : Apply the Inbox Zero approach, protect focus time, add buffers, and manage seamless scheduling. Project Management : Oversee 3... 
    Full time
    Work at office
    Local area

    Broadstreet

    Red Bank, NJ
    2 days ago
  •  ...Description The Insurance Specialist will play a critical role in maintaining PRC’s risk management infrastructure and supporting operational excellence across the organization. The individual must be detail-oriented and experienced in managing insurance portfolios. This... 
    Work at office

    PRC Management Co., Inc.

    Red Bank, NJ
    3 days ago
  • Overview The Chief Communications Officer will help define what makes St. Andrew’s unique, and they will lead the effort to establish a fresh, compelling brand that reflects the school’s intelligence, warmth, and radical accessibility. The CCO will unify and align our ...

    St. Andrew's School

    Middletown, NJ
    3 days ago
  • $75k - $100k

     ...ensure that every member of our team has the resources they need to thrive, both at work and at home. • Medical, Dental, Vision insurance • 401(k) Retirement Plan with Employer Matching & Roth 401(k) Option • Individual and Dependent Life Insurance • Short and Long... 
    Temporary work
    Summer work
    Work at office
    Work from home

    French & Parrello

    Belmar, NJ
    4 days ago
  • A prominent company in the United States is seeking a passionate individual for a client service leadership role. This position offers flexibility to work from home, a supportive environment, and opportunities for mentorship and growth. The ideal candidate will possess ...
    Remote job
    Work from home

    Medium

    Middletown, NJ
    3 days ago
  •  ...The Wojie Agency is an Exclusive Allstate Insurance Agency. We are a growing insurance...  ...commission  Responsibilities   Meet new business production goals and objectives...  ...phone time or sales quotas as determined by management. Grow sales revenue by utilizing... 
    Work at office

    Wojie Agency Incorporated

    Hazlet, NJ
    18 days ago
  • $30 - $45 per hour

     ...boutique firm. With expertise spanning civil/site engineering, environmental permitting, transportation infrastructure, construction management, and advanced surveying technologies, we are committed to delivering high-quality, timely solutions to local, state, and federal... 
    Full time
    For contractors
    Work at office
    Local area

    Trilon Group

    Neptune, NJ
    2 days ago
  •  ...champion the quality of life for all seniors. As an Executive Director, you lead all aspects of community operations, driving financial...  ...Drive occupancy growth, revenue strategy and market positioning Manage P&L, budgeting, labor and expense control to meet financial... 
    Local area
    Shift work

    Dignity Home Care Inc

    Marlboro, NJ
    1 day ago
  •  ...champion the quality of life for all seniors. As an Executive Director, you lead all aspects of community operations, driving financial...  ...Drive occupancy growth, revenue strategy and market positioning • Manage P&L, budgeting, labor and expense control to meet financial... 
    Local area
    Shift work

    Sunrise Senior Living

    Marlboro, NJ
    18 hours ago
  •  ...Assistant to provide high-level administrative support to the Head of North America and other team members. Responsibilities include managing calendars, travel arrangements, and preparing presentations while exercising discretion within company policies. The ideal... 
    Work at office

    AXIS Capital

    Red Bank, NJ
    3 days ago
  •  ...Call for Visionary Leaders The 4D Math Alliance is seeking exceptional individuals to join our board of directors and lead a transformative mission in educational innovation. We are at a pivotal moment in education, where technological advancements such as AI, and... 
    Casual work

    4D MATH ALLIANCE INC

    Holmdel, NJ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director Insurance & Annuities (New Jersey). Be the first to apply!