AI Marketing & Automation Strategist (In office with some remote days)

Hauppauge, NY (Hybrid)

$50K/yr – $150K/yrMid LevelFull time

Posted 2 days ago

Job Summary

Own and optimize end-to-end AI enabled recruitment and marketing funnels to attract, qualify, and convert life insurance prospects and agents.

Own AI tooling integrations with CRM and marketing platforms
Drive measurable pipeline growth and efficiency

Job Description

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

Requirements

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

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

At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journeyExplore what it means to build lasting wealth with the right team by your side!Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3

New York, New York, USA

93 employees (3 in marketing)

www.wealthbridgefg.com