Entry-Level Financial Professional (Remote)

Ascent Capital Group; Town of Texas (WI); Remote; USD 50,000 - 150,000; Part time

Job summary

Join a dynamic and forward-thinking financial firm dedicated to empowering individuals and families. This fully remote position offers flexible hours, perfect for those seeking to transition into the financial industry or enhance their career. With a strong focus on training and mentorship, you will be equipped to help clients navigate their financial goals. Ideal for motivated individuals with a passion for client service, this role allows you to build meaningful relationships while enjoying a supportive team environment. Embrace the opportunity to grow and succeed in a rewarding career path.

Benefits

Comprehensive Training

Flexible Work Hours

Career Growth Opportunities

Supportive Team Environment

Qualifications

• No prior experience needed; comprehensive training and mentorship provided.
• Ability to explain financial concepts clearly is essential.

Responsibilities

• Build relationships through referrals, networking, and outreach.
• Educate clients on financial strategies and available solutions.

Skills

Communication Skills

Active Listening

Problem-Solving

Self-Motivation

Education

Life and Health Insurance License

Job description

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This range is provided by Ascent Capital Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $150,000.00/yr

About Our Firm

Ascent Capital Group is an independent, full-service financial firm committed to helping families, individuals, and business owners achieve their financial goals. As a non-captive firm, we have access to a wide range of A-rated carriers, allowing us to offer personalized, client-focused solutions.

We foster a collaborative, growth-oriented environment where professionals can develop their skills and grow their business. We're looking for driven, motivated individuals with an entrepreneurial spirit who are ready to take control of their careers.

About the Role

This is a fully remote position with flexible hours, ideal for career changers, those seeking additional income, or individuals pursuing long-term financial industry growth.

*No prior financial experience is required—we provide a comprehensive training program, mentorship, and ongoing support.

We specialize in helping clients with:

• Asset protection
• Debt management
• Indexed financial strategies
• Children’s head-start plans
• Life insurance and annuities
• Business owner strategies

You’ll have the option to work:

• Part-time
• Full-time
• Referral Partner

Many of our associates start part-time and transition into full-time roles as they grow their practice.

Ideal Skills and Experience

While financial experience is not required, we value the following skills:

• Strong communication and interpersonal abilities
• Active listening and problem-solving
• Ability to explain financial concepts clearly
• Self-motivation and strong work ethic

Additional background in the following areas is a plus:

• Public speaking
• Leadership
• Marketing

Responsibilities

• Build relationships through referrals, networking, and outreach
• Conduct Financial Needs Analyses (FNA) for clients
• Educate clients on financial strategies and available solutions
• Customize protection and savings plans based on individual needs
• Support ongoing client relationships and follow-ups

Qualifications

• No prior experience needed (comprehensive training and mentorship provided)
• Life and Health Insurance License preferred but not required

*If unlicensed, candidates must be willing to study and pass the exam for the state they reside in

• We provide guidance and resources to assist with the licensing process
• Most new professionals can complete the studying and testing within 5-14 days
• Additional licensing opportunities available for those interested in expanding their expertise

Requirements

• Must pass a background check
• Must have a U.S. Social Security Number
• Must currently reside in the United States during the hiring and licensing processes
• Must be 18+ years old (federal requirement)

Why Join Ascent Capital Group?

• Comprehensive Training and Mentorship : Learn from industry experts and gain valuable skills through ongoing development programs.
• Career Growth and Advancement : Opportunity to build a rewarding career with potential for leadership roles.
• Flexibility and Work-Life Balance : Enjoy the freedom to work remotely and set your own schedule.
• Supportive Team Environment : Collaborate with a team that values growth, integrity, and client-focused solutions.

Feel free to visit our website: https://ascentcapitalgrp.com/

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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