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
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
Skills Required
- Proven experience building and deploying AI agents, chatbots, or marketing automation systems with measurable results
- Strong background in digital marketing, lead generation, and funnel strategy
- Hands-on experience with AI platforms and APIs such as OpenAI or Anthropic
- Hands-on experience with automation tools such as Zapier, Make, or n8n
- Experience with CRMs such as GoHighLevel, HubSpot, Salesforce, or similar
- Working knowledge of paid advertising on Meta, Google, and LinkedIn
- Ability to translate business goals into working systems with minimal oversight
- Clear communication skills and ability to explain technical concepts to nontechnical agents
- Experience in life insurance, financial services, or another regulated industry
What We Do
WealthBridge Financial Group offers personal, family, and business financial services, committed to helping individuals, families, and businesses achieve their financial goals.
