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Senior Financial Consultant

2 months ago

Atlanta, Georgia, United States PFI Advisors Full time

Join our dynamic team at PFI Advisors, a leading division of Transamerica Financial Advisors, where we have been delivering exceptional financial services for over 40 years. With a strong foundation built on trust and client satisfaction, we invite you to explore a rewarding opportunity as a Senior Financial Consultant.

About Us:

At PFI Advisors, we pride ourselves on our extensive experience and a dedicated client base of over 30,000 satisfied individuals. This role offers you the chance to collaborate with a network of driven entrepreneurs and financial professionals, enabling you to develop your own financial services practice. Many of our team members start on a part-time basis, seamlessly integrating this role into their existing commitments, with the option to transition to full-time as they grow.

What We Offer:

Our consultants benefit from:

  • Comprehensive Training: Engage in weekly training sessions and receive guidance from a group of seasoned mentors.
  • Leadership Opportunities: Ambitious consultants can quickly advance into leadership roles, building their own teams and accelerating their careers.
  • Partnerships with Top Companies: We collaborate with reputable organizations such as Transamerica, Fidelity, and Nationwide to provide a wide array of financial solutions.
  • Competitive Compensation: Our agents typically earn between $2,000 - $20,000 upfront, with income evolving from active to passive as your business expands.

Services We Provide:

Our offerings include:

  • Retirement Planning
  • 401K and IRA Rollovers
  • Life Insurance Solutions
  • Fixed & Indexed Annuities
  • Small Business Protection Strategies
  • Long-Term Care Planning
  • Wealth Preservation Techniques
  • College Funding Strategies
  • Estate Planning Services
  • Final Expense Solutions

Ideal Candidates:

We are looking for individuals who:

  • Prefer remote work opportunities
  • Seek a lucrative career transition
  • Desire additional income streams
  • Have an entrepreneurial mindset
  • Are motivated by commission, residual, and passive income
  • Are interested in a career in the financial sector
  • Value mentorship and personal growth
  • Enjoy sales and relationship building
  • Prefer flexible working hours and excel in both independent and team settings
  • Possess strong customer service skills.

Responsibilities & Initial Training:

New associates can begin their journey on a full-time or part-time basis. Many find it beneficial to start part-time while establishing a solid foundation for their career. During the first 30 days, you can expect to dedicate 10-20 hours per week to the following:

  • Obtaining Your Life and Health License
  • Participating in Weekly Virtual and Field Trainings
  • Building Marketing Strategies for Your Business
  • Creating Lead Systems and Business Plans
  • Identifying Initial Clients and Potential Partners
  • Branding Yourself as a Financial Professional

You will be supported by multiple mentors who will guide you as you grow more independent in your role.

Requirements:

To be considered for this position, candidates must meet the following criteria:

  • Pass a background check with a clean record
  • Be a USA citizen with a valid Social Security Number
  • Be at least 18 years of age
  • Exhibit a high level of integrity and ethical standards
  • Demonstrate a strong drive and passion for earning a competitive income while providing excellent customer service.