Remote Financial Pro: Learn, License, Build Client Wealth

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

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.