Financial Advisor/Client Services Associate

1 month ago

Dallas, United States Transamerica Financial Services Full time
Job DescriptionJob Description

Job description

Position Overview:

We are looking for individuals who are self-starters and aspire to build a successful career in the finance industry. This fully remote, commission-based opportunity is perfect for entrepreneurial-minded candidates with no prior experience. We provide in-depth training and mentorship to help you become a proficient agent. With a flexible schedule, you can tailor your work hours to fit your lifestyle while earning commissions and shaping your own success. You'll have the opportunity to make a difference by helping families and conducting comprehensive financial needs analysis.Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. We represent over 100+ of the largest companies such as Nationwide, Prudential Fidelity, Athene, etc.….

 

Key Responsibilities:

Client Consultation and Support:

  • Conduct virtual consultations with potential clients to assess their insurance needs, health requirements, and financial goals.
  • Offer personalized recommendations and guide clients on life and health insurance products.
  • Perform in-depth financial needs analysis to understand each client's unique situation.
  • Foster strong client relationships through responsive and professional support.
  • Address client inquiries, concerns, and claims promptly and effectively.
  • Regularly review and adjust client policies to ensure ongoing coverage adequacy.
  • Network, build referrals, and employ marketing efforts to expand your client base.

Policy Options:

  • Present financial options clearly and comprehensively, helping clients make informed decisions.
  • Assist clients in selecting the right policies and coverage levels tailored to their unique circumstances.
  • Complete application processes accurately and submit paperwork electronically.

Product Knowledge:

  • Stay updated on industry trends, and product offerings.
  • Participate in training sessions to gain expertise in the latest insurance products.

Training and Mentorship:

  • Take advantage of our comprehensive training program designed for candidates with no prior experience.
  • Receive guidance and support from experienced professionals to help you succeed.

Qualifications:

  • Minimum 18 years of age
  • Legal US Citizen, Legal Permanent Resident.
  • Background check required.
  • Able to complete state licensing requirements.

Benefits:

  • Fully remote work, providing flexibility for part-time or full-time commitment.
  • Commission-based compensation with unlimited earning potential.
  • Extensive training and mentorship programs to support your professional growth.

 

If you are a self-starter with an entrepreneurial spirit and a willingness to learn, we invite you to embark on a fulfilling career. This is your chance to work remotely, receive comprehensive training, and earn commission-based income while making a meaningful impact helping families. Join our team and chart your path to success today

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