What are the responsibilities and job description for the Junior Insurance broker position at Ignite Wealth Corp.?
Job Overview
We are seeking an energetic, motivated, and client-focused Financial Management Associate to join our dynamic team. In this role, you will support financial professionals in assisting clients with their financial goals, identifying appropriate financial solutions, managing client relationships, and supporting day-to-day business operations. Your strong communication, organizational, and analytical skills will contribute to client satisfaction, business growth, and successful financial outcomes.
This position offers an excellent opportunity to develop industry knowledge, gain hands-on experience in financial management, and build a rewarding career in a fast-paced, client-focused environment.
Responsibilities
- Assist with managing client accounts and financial service activities from initial consultation through ongoing account management.
- Support financial professionals in assessing client needs, goals, and financial priorities.
- Assist with presenting and explaining financial products, services, and strategies in a clear and professional manner.
- Conduct market and industry research to stay informed about economic trends, financial markets, investment products, and business opportunities.
- Help prepare financial reports, presentations, proposals, and client documentation.
- Utilize Customer Relationship Management (CRM) systems and financial technology to track leads, client interactions, follow-ups, and account activity.
- Develop and maintain strong client relationships through professional communication and exceptional customer service.
- Follow up with prospective and existing clients to identify opportunities and maintain long-term relationships.
- Assist with business-development and marketing initiatives designed to generate new leads and expand the client base.
- Coordinate with clients, financial professionals, service providers, and internal team members to ensure smooth and timely completion of financial transactions and administrative processes.
- Maintain accurate and organized client records while protecting confidential financial information.
- Stay current with applicable financial regulations, company policies, industry standards, and ethical requirements.
- Assist with identifying client needs and recommending appropriate financial services under the direction and supervision of licensed financial professionals, where applicable.
- Demonstrate professionalism, integrity, and attention to detail in all client interactions.
Qualifications & Experience
- Previous experience or internship in financial services, banking, sales, customer service, business administration, or a related field is preferred but not required.
- Strong interest in financial management, investment services, wealth management, or financial planning.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to establish trust and build lasting client relationships.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities, deadlines, and client requests effectively.
- Strong analytical, problem-solving, and decision-making skills.
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Familiarity with CRM systems, financial technology, or sales platforms is a plus.
- Ability to work effectively in a team-oriented, fast-paced environment.
- Bilingual or multilingual abilities are a plus.
- Willingness to learn financial products, industry practices, regulations, and client-service strategies.
- Relevant financial licenses or certifications, or willingness to obtain them, is a plus.
Join Our Team
Join us as a Financial Management Associate and become an integral part of a team committed to helping clients pursue their financial goals. Your dedication, professionalism, and passion for financial services will help create exceptional client experiences while providing you with the knowledge and experience needed to build a successful career in financial management.
Pay: $40,000.00 - $300,000.00 per year
Benefits:
- Flexible schedule
Work Location: In person
Salary : $40,000 - $300,000