Ascent Capital Group · 1 day ago
Insurance Consultant
United States
Full-time
Remote
New Grad, Entry LevelAscent Capital Group is a mission-driven organization committed to empowering individuals and families through sound financial education and strategic planning. They are seeking a dedicated Financial Professional to provide comprehensive financial consultations, analyze data, and assist clients with various financial strategies to achieve long-term stability and growth.
Financial Services
Hiring Manager
Taylor Lopez
Responsibilities
Provide comprehensive financial consultations tailored to individual client needs and long‑term objectives
Analyze financial data, market trends, and economic indicators to develop informed recommendations
Assist clients with retirement planning, investment strategies, risk management, and wealth‑building solutions
Maintain accurate records, documentation, and compliance with all regulatory standards
Build and sustain strong client relationships through consistent communication and follow‑through
Collaborate with internal teams to ensure seamless service delivery and continuous improvement
Qualification
Required
Strong analytical thinking
Exceptional client service
Commitment to ethical, data-driven financial guidance
Ability to provide comprehensive financial consultations tailored to individual client needs and long-term objectives
Ability to analyze financial data, market trends, and economic indicators to develop informed recommendations
Experience in assisting clients with retirement planning, investment strategies, risk management, and wealth-building solutions
Ability to maintain accurate records, documentation, and compliance with all regulatory standards
Skill in building and sustaining strong client relationships through consistent communication and follow-through
Ability to collaborate with internal teams to ensure seamless service delivery and continuous improvement
Benefits
Competitive compensation structure with performance‑based incentives
Ongoing professional development and training opportunities
Supportive team environment with access to industry‑leading tools and resources
Opportunities for career advancement and long‑term growth
Company
Ascent Capital Group
Ascent Capital is a financial services firm that specializes in niche investing alternatives, college planning/child head start plans, business owner solutions and retirement planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase