WealthBridge Financial Group
Jobs
AI Marketing & Automation Strategist (In office with some remote days)
Build and deploy AI agents and marketing automation systems for life insurance lead generation and agent recruiting. Responsibilities include creating multichannel prospect funnels, integrating AI tools with CRMs and scheduling platforms, optimizing advertising and content, ensuring regulatory compliance, tracking conversion metrics, and training staff. The role requires hands-on experience with AI platforms, APIs, automation tools, CRMs, digital marketing, paid advertising, and funnel strategy.
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.
www.wealthbridgefg.com
Requirements
Position Overview
We're looking for an expert at the intersection of artificial intelligence and marketing to help us build the future of how our firm grows. You'll design, build, and implement AI agents that power two critical areas of our business: generating qualified life insurance leads for our agents, and attracting and recruiting new agents to join our team. This is a hands-on, high-impact role for someone who wants to build systems from the ground up and see measurable results.
Key Responsibilities
- Design and deploy AI agents that capture, qualify, nurture, and book appointments with life insurance prospects across SMS, email, web chat, and social media
- Build AI-powered recruiting funnels that attract, screen, and engage prospective agents and route qualified candidates to our leadership team
- Integrate AI tools with our CRM, scheduling, and marketing platforms so leads and recruits flow automatically to the right people
- Use AI to create and optimize ad campaigns, landing pages, and content that lower our cost per lead and cost per hire
- Ensure all automated outreach complies with insurance marketing regulations, TCPA, CAN-SPAM, and data privacy standards
- Track and report on performance metrics such as lead volume, conversion rates, appointment rates, and recruiting pipeline growth
- Train agents and staff to use the tools effectively and continuously refine systems based on results
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
WealthBridge Financial Group New York, New York, USA Office
New York, NY, United States
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