Waggoner Financial

Director of Insurance

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeLansing, MI, USAIn-person

At least 3 years of experience in insurance sales or planning, with a proven track record building or leading an insurance practice or department.
An active life and health insurance license is required.
Deep knowledge of life, disability income, and long-term care insurance products and underwriting.

Conduct client needs analyses, policy reviews, and carrier and product comparisons to identify the most suitable solutions.
Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors.
Drive insurance department revenue growth through new client acquisition, cross-selling within the firm's existing client base, and expansion of product and service offerings.
Build and lead the insurance department, including hiring, training, and mentoring staff as the practice grows.
Track and report on department performance, production metrics, and client retention.

A property and casualty license is preferred.
A CLU, ChFC, or similar insurance-focused designation is preferred; CFP is a plus.
Experience integrating insurance planning within a wealth management or financial planning practice is strongly preferred.

Waggoner Financial · Lansing, United States · Full-time · Posted 2026-08-27

Salary: USD 90,000–150,000

Workplace: on_site

Department: Wealth Management

Conduct client needs analyses, policy reviews, and carrier and product comparisons to identify the most suitable solutions.
Design and deliver insurance strategies as part of comprehensive financial plans, in partnership with the firm's advisors.
Drive insurance department revenue growth through new client acquisition, cross-selling within the firm's existing client base, and expansion of product and service offerings.
Build and lead the insurance department, including hiring, training, and mentoring staff as the practice grows.
Track and report on department performance, production metrics, and client retention.

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 required; property and casualty license preferred.
CLU, ChFC, or similar insurance-focused designation preferred; CFP a plus.
Deep knowledge of life, disability income, and long-term care insurance products and underwriting.
Experience integrating insurance planning within a wealth management or financial planning practice strongly preferred.

Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.

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