Waggoner Financial
Director of Insurance
Lansing, Michigan · Director · Full-time · Posted Aug 27, 2026
- Experience
- 3+ years
About the job
Leads Waggoner Financial’s insurance practice, advising clients, integrating insurance strategies into financial plans, and growing and managing the department.
What you'll do
- Analyze client needs and compare policies, carriers, and products to recommend suitable solutions.
- Develop insurance strategies with the firm’s advisors and grow department revenue through client acquisition, cross-selling, and expanded offerings.
- Build and lead the department, and track performance, production, and client retention.
What they ask for
- 3+ years of experience in insurance sales or planning, with a proven track record building or leading an insurance practice or department.
- Active life and health insurance license.
- Deep knowledge of life, disability income, and long-term care insurance products and underwriting.
Nice to have
- Property and casualty license; CLU, ChFC, or similar insurance-focused designation; CFP is a plus.
- Experience integrating insurance planning into a wealth management or financial planning practice.
Model-written summary · the original posting is authoritative