Life Insurance Jr Broker

Phoenix, AZ (Hybrid)

$40K/yr – $82K/yrEntry LevelTemporary

Posted 6 weeks ago

Job Description

Responsibilities

  • Meet with individuals and families to asses financial protection needs
  • Educate clients on life insurance and retirement planning solutions
  • Build strong, trust-based client relationships
  • Conduct financial strategy sessions tailored to client's goals
  • Engage with potential clients through networking, community outreach, and marketing efforts
  • Manage applications, client records, and follow-up communication
  • Maintain compliance and professionalism while handling sensitive information
  • Grow into leadership and mentorship opportunities as you advance

Requirements

  • No prior experience is required.
  • If you do not have a State Life License, you must be willing to invest $199-$250 to obtain one.

Benefits

  • Flexible schedule
  • Work from home
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Ascent Financial

Ascent Financial is a specialist provider of workplace financial advice and services. The purpose of our business is to improve financial outcomes for people. We do this is by: • Working in partnership with employers to maximise the value of financial benefits available to their workforce; and • Providing information, education and advice that helps individuals make smarter financial decisionsWe provide consulting and broking services that assist employers provide contemporary benefits at competitive cost. We design and deliver communications to help employees understand their benefits which improves their appreciation of the value of their benefits. We provide targeted information, education and advice to assist employees make good decisions with their benefits so they get better outcomes.We hold an Australian Financial Services Licence including authorisation as a Registered Life Insurance Broker, an Australian Credit Licence and are a Registered Tax (Financial) Adviser. The business is privately owned. We can meet the needs of your business, your superannuation policy committee and your employees for objective advice from a specialist in these areas.

Founded in 1997
Beacon Hill, New South Wales, AUS
2 employees (1 in marketing)

Salaries

Posted range

$40K/yr – $82K/yr

Taken straight from the job posting.

See all Ascent Financial salaries

Marketing Team

Marketing Team Size
1 (50% of company)
Marketing Roles Posted (Last 30 Days)
1

Headcount Trend

Current headcount: ~2
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Life Insurance Jr Broker

Ascent Financial · Phoenix, AZ · Hybrid