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Financial Professional

3 months ago

Atlanta, United States World Financial Group Full time

Join Transamerica/WFG, a respected Leader in Financial Services, and Transform Your Career Remotely

This opportunity is custom-tailored for professionals seeking remote careers. Whether you're a stay-at-home professional or looking to enhance your resume with an additional income stream, this role offers an inclusive space.

Furthermore, if you're enthusiastic about leadership and team building, you can commence building your team right from the start in this business. As you grow your team, you'll also have the opportunity to create a passive income stream, all supported by our comprehensive training program.

Transamerica's Time-Tested Reputation:

Our expanding reach spans the entire continental United States, and we actively seek dedicated professionals to become licensed partners, serving the needs of our clients.

Diverse Work Opportunities:

  • Full Time
  • Part Time
  • Referral Partner (to accommodate your current commitments)

Rest assured; these options are designed to seamlessly integrate with your current job. You can transition from Referral or Part-time roles to full-time, all while earning the same compensation as our full-time professionals. You'll collaborate with esteemed financial companies nationwide, and it's all 100% remote.

Experience:

While previous financial experience is not necessary, having skills like leadership, public speaking, customer service, sales, banking, accounting/software proficiency, or an entrepreneurial background can expedite your progress within the company.

Opportunity Overview:

Your key responsibilities include:

  • Creating Financial Need Analysis (FNA) for Clients
  • Empowering families, individuals, and business owners to attain financial advantages, including:
    • Asset/Fund Protection
    • Legacy Building
    • Index Strategies
    • Debt Management Services
    • Offering a variety of Life Insurance options
    • Providing an array of Annuities

This role is 1099-based with a performance-based business model.

  • Override income potential
  • Passive income potential

Flexible Work Schedule:

  • Part Time: A flexible commitment of 10+ hours per week, accommodating your availability.
  • All tasks are remote, with Zoom as our platform.
  • You will be partnered with a "Field Trainer," an experienced professional who will guide you from the outset of your business until you're ready to independently manage and assist clients and potential partners. This includes prospecting clients and potential partners.
  • Weekly training sessions to hone your business skills.

Mandatory Qualifications:

  • If you do not currently hold a Life & Health Insurance License, you should be open to studying for and successfully passing the required state exams. Rest assured, we offer comprehensive support to guide you through this process, ensuring your successful certification.

Non-negotiable Requirements:

  • Successful completion of a background check (No Felonies).
  • Possession or the ability to obtain a U.S. Social Security Number.
  • Reside in the United States
  • Must be 18 years or older (Federal Requirement).

Industry:

  • Financial Services

Join Transamerica/WFG and embrace this remote opportunity to build your financial services business, foster professional growth, and contribute to securing the financial future of families. Join us today