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Waggoner Financial
Lansing, MI, US
Source: Waggoner Financial careers · View original posting
From Waggoner Financial's posting. “We” and “our” refer to the employer.
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.
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