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Financial Services Representative (Sales and Related)

Transamerica • Remote • Posted 2 days ago

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Remote • Full-time • Entry Level

Job Highlights

Using AI ⚡ to summarize the original job post

As a Financial Services Representative at Transamerica, you will play a crucial role in guiding clients towards financial empowerment from the comfort of their homes. This position involves educating clients on a range of financial products, including retirement plans, college funding, and insurance protection strategies. The role offers the flexibility of remote work, with a focus on inspiring clients to pursue work-life balance and financial security. No prior experience in the financial services industry is required, as training is provided.

Responsibilities

  • Educate and guide clients on a range of financial products, including retirement plans, college funding, kids head start, and insurance protection strategies.
  • Utilize approved educational content and share personal experiences to inspire clients.
  • Empower individuals to achieve financial independence and security.
  • Connect with clients on a personal level and inspire them to pursue their financial goals.
  • Work on your own terms, with the flexibility and autonomy offered by remote work.

Qualifications

Required

  • Strong communication and interpersonal skills.
  • Ability to connect with clients on a personal level.
  • Commitment to helping others achieve financial independence and security.
  • Self-motivated and adaptable mindset.

Preferred

  • Prior experience in the financial services industry.

About Transamerica

Transamerica is a prominent American financial services company offering investment, retirement, and life insurance solutions. It operates under the Aegon Group and provides a wide range of financial products and services to individuals, businesses, and institutional clients globally. Transamerica has a strong market presence in the United States and focuses on digital enhancements to better serve its customers' needs.

Full Job Description

As a Financial Services Representative, you’ll play a pivotal role in empowering individuals to achieve wealth empowerment and success from the comfort of their own homes. In this role, you'll have the opportunity to educate and guide clients on a range of financial products, including retirement plans, college funding, kids head start and insurance protection strategies. Utilizing approved educational content and sharing personal experiences, you'll inspire clients to pursue remote work opportunities in the financial services industry, showcasing the potential for work-life balance and financial security.

We are seeking passionate and driven individuals who are committed to helping others achieve financial independence and security. The ideal candidate will possess strong communication and interpersonal skills, with the ability to connect with clients on a personal level and inspire them to pursue their short, mid and long term financial goals. While prior experience in the financial services industry is preferred, it is not required; we welcome individuals who are eager to learn and grow in a dynamic and rewarding environment. A self-motivated and adaptable mindset is essential, as our remote work opportunity offers flexibility and autonomy. Above all, we are looking for individuals that share our vision of empowering individuals to take control of their financial future and make a positive impact in the lives of others.

Why Join Us

As an Independent Broker affiliated with TransAmerica Financial Advisors and our general agency, World Financial Group, we provide not just a job, but a pathway to a fulfilling and rewarding career in the financial services industry. As a Financial Services Representative, you will have the opportunity to make a meaningful impact on the lives of individuals and families, all while enjoying the flexibility and freedom to work on your own terms. With our comprehensive training programs, ongoing support from experienced mentors, and a commitment to your personal and professional growth, you'll have everything you need to thrive in this dynamic industry.

Benefits

  • Flexible hours

  • Telecommuting

  • Employ part-time or full-time

  • Growth opportunities

  • Performance-based commission

  • In-depth and ongoing weekly and monthly training, mentorship, and collaboration

  • Licensing study materials and exam resources for unlicensed candidates

If you're passionate about making a positive impact and eager to embark on a fulfilling career journey, we invite you to join our team and unlock the potential for success, both for yourself and for those you serve.

  • Apply now and take the first step towards a brighter financial future!