
1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
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1 - 10 employees
Founded 1998
💸 Finance
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
• Develop, manage, and expand a strong pipeline of title insurance and settlement service opportunities • Leverage established relationships with real estate attorneys, law firms, lenders, brokers, investors, and developers to generate consistent referral-based business • Grow and maintain a personal book of business within assigned NY/NJ territories • Drive new account acquisition across residential and commercial real estate markets • Conduct in-person meetings, networking events, presentations, and ongoing business development activities • Maintain and deepen long-term client relationships to drive repeat and referral business • Coordinate closely with internal closing and operations teams to ensure seamless transaction execution • Track sales activity, pipeline, and referral sources to maintain consistent production flow • Represent the organization at industry events, conferences, and partner meetings as needed • Stay current on state-specific title regulations, underwriting guidelines, and compliance requirements
• Active title insurance license in New York and/or New Jersey (required) • Proven experience in title insurance, escrow, or settlement services sales • Strong existing book of business or established referral network strongly preferred • Demonstrated ability to independently generate revenue and close business • Deep understanding of residential and/or commercial real estate transaction processes • Strong, established relationships within real estate, lending, or legal communities preferred • Highly self-directed with the ability to operate in a remote or hybrid environment • Excellent communication, negotiation, and relationship-building skills • A track record of consistent production and long-term client development
• Remote or hybrid arrangement available depending on candidate profile and location • Flexible compensation design available for top-tier producers with strong books of business • Uncapped commission structure tied directly to production and revenue generation
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