AI Marketing & Automation Strategist
WealthBridge Financial Group
Job Description
Job Description
WealthBridge Financial Group
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. Through Integrated Wealth Resources, our agents also get access to expert consultants to better serve their clients.
Project: Build an AI Recruiting Agent (One-Time Setup)
WealthBridge Financial Group is looking for an AI and automation specialist to design, build, and hand off an AI agent that recruits experienced life insurance agents and financial advisors. This is a fixed-scope, one-time project, not an ongoing management role.
Deliverables:
- A working AI agent that reaches out to candidates, answers their questions, qualifies them, and books interviews directly on our calendar
- Integration with our existing tools (calendar, CRM, email/SMS)
- Outreach scripts and qualification questions set up and tested
- Written documentation and a recorded walkthrough so our team can run and adjust it ourselves
- A live training session with our team
After launch: 30 days of support for bug fixes and adjustments, then full handoff. All accounts, logins, and assets will be set up in our company's name and belong to us.
Requirements
Ideal Candidate
- Proven track record building and deploying AI agents, chatbots, or marketing automation that delivered measurable results
- Strong background in digital marketing, lead generation, and funnel strategy
- Hands-on experience with AI platforms and APIs (OpenAI, Anthropic, or similar), automation tools (Zapier, Make, n8n), and CRMs (GoHighLevel, HubSpot, Salesforce, or similar)
- Working knowledge of paid advertising on Meta, Google, and LinkedIn
- Able to turn business goals into working systems with minimal oversight
- Clear communicator who can explain technical ideas to non-technical agents
- Experience in life insurance, financial services, or another regulated industry is a strong plus
Benefits
Who You'll Work With
You'll partner directly with firm leadership, our agent team, and the consultants at Integrated Wealth Resources to understand what drives our growth and build the tools to accelerate it.
Why Join WealthBridge?
- Build AI systems from scratch with real ownership and direct impact on the firm's growth
- Work with a leadership team that values innovation and is committed to investing in technology
- Collaborate in a supportive, entrepreneurial environment focused on integrity and long-term success
- Flexible schedule, remote work, or other perks
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the AI Marketing & Automation Strategist in Hauppauge, NY vacancy
- Edge Electronics is looking for a Digital Marketing Specialist to own day‑to‑day marketing execution, improve our website, and turn technical... ..., NY office and report directly to the Chief Strategy Officer. AI‑powered marketing is a central part of this role. You do not...SuggestedFull timeWork at officeLocal areaRemote work
- Abercrombie & Fitch Co. is seeking Brand Representatives in Commack, NY. In this role, you'll engage customers with care, represent the brand authentically, and help create a welcoming store environment. Responsibilities include providing attentive service, maintaining...Suggested
Abercrombie & Fitch
Commack, NY15 hours ago $70k - $95k
...client is one of the fastest-growing residential exterior products manufacturers in North America. They are looking to add a sharp Market Development Manager on Long Island to call on their distribution partners, as well as builders and contractors in the area. We have...SuggestedFull timeFor contractors- ...Marketing Coordinator IVCi is a leader in the Unified Communications, Collaboration, and Audio Visual Integration industries. We provide... ...social media platforms in a business setting. Experience using AI tools to support marketing research, content development, editing...SuggestedWork at office
IVCi
Hauppauge, NY3 days ago - ...and service. We work across retail, wholesale, and promotional markets and are looking for a team member who wants to grow with a dynamic... ...across ecommerce and wholesale platforms?? Support GEO/AI visibility efforts and citation building?? Assist with technical...SuggestedFull timeMonday to Friday
- ...financial objectives All other duties as assigned Qualifications: Bachelor's degree or equivalent experience required 2+ Years in Marketing or eCommerce (CPG, OTC, Cosmetics, Vitamins) or relevant experience preferred Strong project management skills and communication...Summer holiday
- ...financial services industry. We7re looking for local motivated, self-starters who want the opportunity to get hands-on experience in Marketing while making advancements in their career. Our Team Members develop the skills necessary not only to do the task well, but to...Weekly payLocal areaRelocation package
- ...TN, Position Type: Full Time, Education Level: 4 Year Degree, Salary Range: $20.96 - $29.34Hourly, Job Shift: Day, Job Category: Marketing, Help Bring Music and Meaningful Stories to Life Fair Trade Services is looking for a Marketing Coordinator who is passionate about...Full timeShift work
$100k
...placed offices that serve thousands of clients every day. Title: Marketing Strategist Salary: Up to $100,000/annual ***The position is based full... .... Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Always Compassionate HealthFull timeWork at officeWork from homeMonday to Friday$100k
...Marketer / Hospital Liaison The Hamlet Rehabilitation and Healthcare Center at Nesconset Salary: Up to $100,000 per year Plus attractive bonus Join Our Team as a Marketer / Hospital Liaison! The Hamlet Rehabilitation and Healthcare Center at Nesconset is seeking an experienced...Full timeLocal areaThe-Hamlet-Rehabilitation-and-Healthcare-Center-At-Nesconse
Nesconset, NY1 day ago$107k - $133.7k
...Job Category Marketing Employee Type Regular Full Time Required Degree 4 Year Degree Manage Others No Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow...Full timePart timeWork at officeImmediate startTeachers Federal Credit Union
Brentwood, NY2 days ago$93k - $116k
...meaningful career opportunities. SUMMARY: The Email Marketing Manager is responsible for leading the email marketing... ...Marketing Cloud, with hands-on proficiency with journey builder, automation studio, and contact builder, as well as audience segmentation,...Full timePart timeTeachers Federal Credit Union
Hauppauge, NY1 day ago$50k - $80k
...a full-time position that works collaboratively as part of the marketing team. This is a strategic role. You will own the big idea behind... ...marketing team and outside partners. We expect fluency with AI tools as part of the creative process for exploring more directions...Full timeFor contractorsWork at officeRelocationZoom North America
Hauppauge, NY7 hours ago- ...Feldman, Kramer & Monaco, P.C. is seeking a Marketing Communication Specialist for its New York-area office to coordinate promotional materials and campaigns. You will craft messaging, manage online and offline content, track campaign performance, and collaborate with...Work at office
Feldman Kramer & Monaco P.C.
Central Islip, NY15 hours ago - ...Marketing Communication Specialist LOCAL CANDIDATES ONLY A Marketing Communication Specialist, is a professional who coordinates the development and design of a company's promotional materials, intending to spread brand awareness and assist the marketing team. They create...For contractorsFreelanceLocal area
Feldman Kramer & Monaco P.C.
Central Islip, NY1 day ago - ...Feldman, Kramer & Monaco, P. C. seeks a Marketing Communication Specialist to coordinate the design and distribution of promotional materials, boosting brand awareness and supporting the marketing team. The role focuses on messaging strategies, campaigns, and both online...
Feldman Kramer & Monaco P.C.
Hauppauge, NY4 days ago $20 per hour
...Place to Work® as well as a multi-recipient of Top Workplaces. We are seeking outgoing, energetic individuals to join the best event marketing team in North America as a part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job...Hourly payWeekly payPart timeWork at officeLocal areaFlexible hoursWeekend workLeafHome
Stony Brook, NY15 hours ago$17 - $18.7 per hour
Job DescriptionAs a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came in. You are the face of our company and you...Full timePart timeCasual workSeasonal workLocal areaFlexible hoursShift workWeekend workAfternoon shiftAmerican Eagle Outfitters
Lake Grove, NY4 days ago$123.8k - $198k
...Software Division is seeking a strategic, high-impact Product Marketer to join our thriving team. In this individual contributor role... ..., DevOps, Data Management, Infrastructure, Security, Workload Automation & Beyond Code. This is an in-office (non-remote) position.Core...Work at officeLocal areaRemote workBroadcom Corporation
Melville, NY4 days ago- # Marketing ExecutiveExplain what our software does to the people who would benefit from it, without the vocabulary that makes business software sound identical.* Melville, New York · Hybrid* Full-time## What the work isContent, campaigns and the day-to-day work of putting...Full time
Merilsoft
Melville, NY3 days ago - ...Position Summary The Specialist, Marketing Strategy is a key member of the Marketing and Communications department, supporting the development... ...execution, incorporating SEO best practices, keyword research, AI-driven search and audience insights; repurpose and extend...Full timeWork from homeShift workNight shiftDay shiftAfternoon shift
Stony Brook Medicine
East Setauket, NY1 day ago $100k - $150k
...Job Description Company Description \n \n The Chief Marketing Officer (CMO) will lead the brand, marketing, and growth strategy for Promotional Marketing Agency, an industry leader as a top-tier, innovation-driven promotional and experiential marketing firm nationwide...Full timeZeroPoint Capital, LLC
Melville, NY4 days ago- ...Marketing Team Member Our interactive marketing firm is seeking a team of energetic individuals to execute direct marketing strategies for our clients. We believe strongly in providing a training experience that produces well rounded professionals who can grow into...Local area
Prestige NY
Melville, NY3 days ago - Abercrombie & Fitch Co. in Deer Park, NY is looking for enthusiastic Brand Representatives to enhance the store experience by genuinely engaging with customers, maintaining a welcoming environment, and supporting sales floor operations. Duties include providing attentive...
Abercrombie & Fitch
Deer Park, NY9 hours ago - Brobston Group is seeking a seasonal Brand Ambassador to deliver a personalized shopping experience in-store in New York. You will support sales goals, engage customers, and represent the brand with a focus on teamwork and using digital tools. You will join a collaborative...Seasonal workWeekend workDay shiftAfternoon shift
Brobston Group
Deer Park, NY4 days ago - ...Mexico City, and remote team members across the US and Europe. We hope that you'll be interested in joining us! The role As a Content marketer at Watershed, you'll own the brand and educational content that show how our platform drives climate outcomes for customers—...Work at officeRemote work
$100k - $120k
Position Title: Influencer & Affiliate Marketing Manager Level: Mid-senior, individual contributor. This is not an entry-level position. Experience: minimum 5 years in influencer, affiliate or performance marketing Department: Marketing Reports to: Vice President...Full timeFixed term contractWeekday workBronson Nutritionals LLC
Hauppauge, NY7 hours ago$71k - $80k
...Channel Marketing Specialist Melville, NY, United States About the Job Experience level: Mid-senior Experience required: 5 Years Education level: Bachelors degree Job function: Marketing Industry: Consumer Electronics Compensation: $71,000 - $80...Full timeFor contractorsFor subcontractorWork at officeLocal areaWork from homeVisa sponsorshipRelocation packageStaffworthy
Melville, NY15 hours ago$70k - $75k
...deliver results for local businesses. Data-Driven Strategies: Utilize best-in-class data and analytics to design and implement marketing strategies that deliver outstanding results for your clients. Relationship Building: Develop and maintain strong relationships...Full timeCasual workLocal areaRemote workValpak / Clipp
Smithtown, NY1 day ago- ...management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With... ...and asset management. Proficient in managing/using sales automation (DELPHI) & PMS systems. Experience working collaboratively with...Worldwide
Highgate
Islandia, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AI Marketing & Automation Strategist. Be the first to apply!
Related searches
- automation project manager Hauppauge, NY
- aviation safety assistant office automation Hauppauge, NY
- automation Hauppauge, NY
- automation operator Hauppauge, NY
- automation manager Hauppauge, NY
- director of automation Hauppauge, NY
- radiology marketing representative
- halo marketing consultants
- marketing outreach coordinator
- marketing account coordinator