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Kaizen Financial Group

Licensed Insurance Agent

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Job Description

Build Your Career with a Firm That Invests in Your Success Are you an experienced Insurance Agent looking for a firm that gives you the tools, support, and opportunities to grow? At Kaizen Financial, we believe insurance agents do their best work when they're supported by a collaborative team, strong marketing resources, and a client-first culture. We're seeking an experienced Insurance Agent to help serve our growing client base while continuing to develop meaningful, long-term relationships. You'll step into an established environment with existing opportunities, administrative support, and mentorship that allows you to focus on what you do best—helping clients achieve financial confidence. About Kaizen Financial Inc. Kaizen Financial is an independent, privately-owned financial services firm based in Shelby Township, Michigan. Our name comes from the Japanese philosophy of Kaizen , meaning to continuously improve, and that mindset influences everything we do. At the heart of our practice is our proprietary O.W.N.® (Objective Assessment, Written Plan, Non-Stop Monitoring) process. Rather than focusing solely on numbers, we take a value-driven approach to financial planning by helping clients align their financial decisions with what matters most to them. Through objective guidance, personalized planning, and ongoing monitoring, we build long-term relationships that empower clients to pursue their goals with confidence. If you're passionate about delivering personalized advice and building meaningful client relationships, you'll feel right at home at Kaizen Financial. Why You'll Love Working Here Established book of business Firm-funded marketing and lead generation Dedicated administrative support Collaborative team environment Ongoing mentorship from experienced advisors Professional development opportunities Independence with the support of a growing firm What You'll Do Meet with clients and prospects to provide guidance Build lasting client relationships through proactive communication Help grow the firm's client base through networking and marketing initiatives Stay informed on industry trends Provide exceptional ongoing service to existing clients Assist with additional projects that contribute to the firm's continued growth Qualifications Required Excellent interpersonal and communication skills Strong organizational skills and attention to detail Life & Health Insurance License Preferred Series 65 ( willing to obtain in the future ) Experience using CRM and financial planning software Compensation & Benefits Our compensation structure offers the opportunity for high earnings. Successful candidates may earn in excess of $100,000 annually, depending on performance PTO Paid holidays Simple IRA with company participation Bonus opportunities Professional development support
Pay:
$40,000.00 - $100,000.00 per year
Benefits:
Paid time off
Education:
High school or equivalent (Required)
License/Certification:
Life & Health Insurance License (Required) Ability to
Commute:
Shelby Charter Township, MI 48317 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Professional Development
  • Health Insurance
  • Dental Insurance