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AI Marketing and Automation Strategist

WealthBridge Financial Group · Melville, NY · Partners with firm leadership, the agent team, and Integrated Wealth Resources consultants

Employment type

Full-time

Work setting

On-site

Location

Melville, NY

Schedule

Day shift

Posted

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Job overview

The AI Marketing and Automation Strategist role is described as hybrid remote, with the listing location in Melville, NY. Compensation is not specified. The project supports WealthBridge Financial Group’s recruiting of experienced life insurance agents and financial advisors. This fixed-scope, one-time project is intended to deliver a working AI recruiting agent that reaches candidates, answers questions, qualifies them, and books interviews. The specialist will integrate the agent with existing tools and hand off documentation and training so the company team can operate and adjust the system after launch.

What you'll do

  • Design, build, and hand off an AI recruiting agent
  • integrate it with calendar, CRM, email, and SMS tools
  • configure and test outreach scripts and qualification questions
  • provide written documentation and a recorded walkthrough
  • conduct a live team training session
  • provide 30 days of post-launch support for bug fixes and adjustments.

What we're looking for

Skills & competencies
ai marketing
automation
ai agent
recruiting automation
digital marketing
lead generation
crm integration
melville ny
wealthbridge financial group
fixed-scope project
one-time setup
30-day support
remote work mentioned
flexible schedule mentioned
Work arrangement
  • Weekend coverage required

Benefits & perks

  • The posting mentions a flexible schedule, remote work, or other perks.

Why this role

The posting specifies a one-time, fixed-scope setup followed by 30 days of support and full handoff; it also mentions flexible schedule and remote work or other perks.

About the employer

WealthBridge Financial Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.

Additional details

Industry sector
52
Industry
Direct Health and Medical Insurance Carriers
Occupation code
15-1252.00
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