Entry-Level Financial Professional

Ardent Financial; Charlotte (NC); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Ardent Financial is seeking an Entry-Level Financial Professional to start a growth-focused career in financial services. The role includes comprehensive training to help you become licensed and build a solid foundation serving individuals, families, and business owners.

You’ll have the flexibility of remote work combined with essential in-person interactions, enabling you to thrive in your own style. You’ll earn a Life & Health Insurance license and develop client-centered planning skills.

Qualifications

• No prior financial services experience required.
• Ability to obtain a Life & Health Insurance license.
• Coachable with a strong desire to learn and grow.
• Excellent communication and relationship-building skills.
• Self-motivated with an enterprising mindset and strong work ethic.
• Sales, business development, customer service, hospitality, or military experience is a plus, but not required.

Responsibilities

• Guide clients through personalized financial planning, ensuring goals are met with tailored solutions.
• Develop and maintain strong client relationships, fostering trust and long-term partnerships.
• Collaborate with team members to share insights and strategies, enhancing collective expertise.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice and services.
• Utilize the platform to manage client portfolios, ensuring accuracy and efficiency in all transactions.
• Participate in ongoing training and development programs to continuously enhance skills and knowledge.
• Engage in community outreach to expand the network and identify potential new clients.

Skills

Communication

Relationship-building

Sales & business development

Self-motivated

Coachable

Job description

Join Ardent Financial as an Entry-Level Financial Professional, where your career is a journey of growth, autonomy, and impact. At Ardent, we empower you with the freedom to build your own career, supported by our robust platform and resources. Whether you're starting your career or transitioning into finance, we offer comprehensive training and support to help you become licensed and establish a strong foundation. As part of our team, you'll work with individuals, families, and business owners, providing solutions that safeguard their futures. This flexible role blends remote work with essential in-person interactions, ensuring you have the freedom to thrive in your unique way.

You'll begin your journey by earning your Life & Health Insurance license, learning the intricacies of client-centered planning, and honing the skills necessary to confidently serve our diverse clientele. You'll build lasting client relationships, laying the groundwork for a business that evolves with you. Our commission-based structure rewards your efforts, complemented by a business financing program and enhanced commission opportunities to bolster early career success. With Ardent, you're not just building a career—you're building your future, with the support and resources to grow as far as your ambition takes you.

Compensation:

Commission Driven - $60,000 - $100,000+

Qualifications

• No previous financial services experience required.
• Ability to obtain a Life & Health Insurance license.
• Coachable with a strong desire to learn and grow.
• Excellent communication and relationship-building skills.
• Self-motivated with an enterprising mindset and strong work ethic.
• Sales, business development, customer service, hospitality, or military experience is a plus, but not required.

Responsibilities

• Guide clients through personalized financial planning, ensuring their goals and needs are met with tailored solutions.
• Develop and maintain strong client relationships, fostering trust and long-term partnerships.
• Collaborate with team members to share insights and strategies, enhancing our collective expertise.
• Stay informed about industry trends and regulatory changes to provide up-to-date advice and services.
• Utilize our robust platform to manage client portfolios, ensuring accuracy and efficiency in all transactions.
• Participate in ongoing training and development programs to continuously enhance your skills and knowledge.
• Engage in community outreach to expand your network and identify potential new clients and opportunities.