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Licensed Financial Consultant

1 month ago

San Jose, United States Transamerica Financial Advisors, Inc. Full time

OVERVIEW:

100% Remote Position

100% Commission Based

Part-time or Full-time (You don't have to leave your existing job to start this one)

World-Class Training Provided; No Prior Experience Needed


DESCRIPTION:

Our company, Transamerica Financial Advisors, is rapidly growing on a national level due to the status of the economy and the constantly evolving workplace, as well as the fact that our sector is essential (recession/COVID proof). The U.S. Department of Labor has ranked financial professionals as having the fastest expanding field. We are looking to work with talent that can support a meaningful mission to help people and who value professional progress. We have the support of a well-known Fortune 500 firm and its Fortune 100 partners within North America. Our company was established on the principles of innovation, strong leadership, and providing our employees with the resources they need to pursue successful careers in finance. We offer a top-notch training curriculum with four essential elements, which will be covered in more detail during the initial interview. Being able to work remotely either part-time or full-time is not a requirement for this entry-level role.

As a member of our national team, you will counsel clients on how to reach their financial objectives and more, including retirement planning, future investment, education savings, life insurance protection, and more. You will do a financial needs analysis on clients during a meeting and then present them with financial suggestions that are specifically tailored to satisfy their needs.


POSITION SUMMARY:

  • Schedule and keep appointments (Essential Skill)
  • To work as a financial professional with powerful and recognized companies, obtain state licensing.
  • Complete a background check to ensure there are no misconduct with handling money
  • Become knowledgeable about risk-free, balanced, and diversified business and financial principles.
  • Recognize the preservation, protection, and investment strategies that assist clients reach their desired results.
  • Get in touch with people to establish goals, provide information, counsel, plan, and create solutions for single people, families, and business owners.
  • Explain and illustrate your plans for retirement, investments, education savings, and generating lifetime income.
  • Create deep and lasting connections and interactions with customers, colleagues, and partners.

Regardless of how experienced you are as an adviser or how inexperienced you are, we offer a thorough training program and continuing support to help you succeed in your profession.


PREFERRED QUALITIES:

  • Values Flexibility and Independence
  • Ambitious and Dedicated
  • Entrepreneurial-Minded
  • Having the capacity to work independently while being supported and trained
  • Self-starter and goal oriented
  • Teachable and receptive to receiving expert instruction
  • Strong leadership and decision-making skills.
  • People skills and Communications skills

.

COMPENSATION:

Uncapped 1099, 100% production-based

Residual Income (paid each year from labor completed the previous year)

Income derived from a clientele group that is passive

Bonus possibilities, paid world travel, and more


KEY BENEFITS:

  • Possibility of working remotely using a phone and computer from anyplace (the office, home, etc.)
  • Organize your hours.
  • A path to high incomes and career advancement
  • Mentoring from reputable business professionals


BASIC QUALIFICATIONS:

Minimum 18 years of age

**MUST BE legal US resident, citizen, or work permit with SSN**

EMPLOYMENT TYPE:

Full-Time or Part-Time

ENVIRONMENT

A fantastic training program of the highest caliber and a supportive work atmosphere. Our leadership team is incredibly diverse, and our business culture was built on respect for others and ongoing development.

  • Before applying, please ensure that you have read the Compensation and are aware that all Financial Representatives are production-based (1099) agents.