Financial Services Representative
6 days ago
Are you looking for a career change that offers lucrative opportunities and a sense of fulfillment? Do you want to work from home and have a flexible schedule? Look no further than Transamerica Financial Advisors, Inc.
We are an independent division of Transamerica Financial Advisors based throughout Florida, with over 40 years of experience and 30,000 happy clients. Our business opportunity allows you to join a team of ambitious entrepreneurs and financial consultants growing financial services businesses.
You will receive weekly training and a personal group of experienced mentors. Our most ambitious financial consultants receive quick leadership advancement and grow their own divisions accelerating their career. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
Typically, our client payout ranges from $2,000 to $20,000 upfront. Your income gradually shifts from active to passive as you grow your business and agency.
We offer a wide range 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
Responsibilities & Training Program (First 30 Days)
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend hours per week in the beginning of your career completing the training program. You will develop your own schedule and complete the following:
- Acquiring Your Life and Health License
- Attending Weekly Virtual Trainings, Completing Field Trainings
- Marketing and Growing the Foundation to Your Business
- Developing Lead Systems and Creating a Business Plans
- Identifying First Clients and Potential Business Partners
- Marketing and Branding Yourself as a Financial Professional
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
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