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Financial Advisor Representative

2 months ago

Atlanta, Georgia, United States Transamerica Financial Advisors Full time
About Us

We are a leading financial services company, Transamerica Financial Advisors, with over four decades of experience and a satisfied client base of 30,000. Our company offers a unique opportunity to become part of a team of driven entrepreneurs and financial advisors expanding their financial services enterprises.

Our Business

We provide a diverse array of financial services, including:

  • Retirement Planning
  • 401K and IRA Rollovers
  • Life Insurance Planning
  • Fixed & Indexed Annuities
  • Small Business Protection Plans
  • Long Term Care
  • Wealth Preservation
  • College Planning
  • Estate Planning
What We Offer

We provide our financial advisors with regular training sessions and a dedicated team of seasoned mentors. Our most dedicated financial advisors experience swift career progression and enhance their respective divisions, fast-tracking their professional growth. We have affiliations with renowned companies like Transamerica, Fidelity, Nationwide, Athene, and several other top-rated companies to offer financial guidance and solutions to our clients.

Our Core Services

We offer a lucrative career transition opportunity for individuals looking to start their own business. Our financial advisors can work remotely from home and have the flexibility to craft their schedule. Many of our new associates begin on a part-time or referral basis as we lay the groundwork for their professional journey over the following 6 months.

Roles & Training Program

Expect to dedicate 10-20 hours per week initially to complete the training program. You will craft your schedule and accomplish the following:

  • Acquiring Your Life and Health License
  • Participating in Weekly Virtual Trainings, Concluding Field Trainings
  • Implementing Marketing Strategies and Establishing Your Business Foundation
  • Formulating Lead Generation Systems and Crafting Business Plans
  • Identifying Initial Clients and Potential Business Collaborators
  • Promoting and Establishing Your Brand as a Financial Expert

You will be paired with multiple mentors who will support you as you progress towards independence.