94 Financial Services Representative (Sales and Related) Jobs in Atlanta, GA
Transamerica Financial Advisors is Hiring a Financial Services Representative (Sales and Related) Near Atlanta, GA
Financial Consultant
Hartford, CT (Remote)
Why Join Us?
We are an independent division of Transamerica Financial Advisors based in New York, with over 40 years of experience and 30,000 happy clients. This business opportunity allows you to join a team of ambitious entrepreneurs and financial consultants growing financial services businesses. Most start part-time and weave this position into their schedule, eventually going full-time if they choose, or staying part-time to grow a second income stream.
You will receive weekly training and a personal group of experienced mentors. Our most ambitious financial consultants receive quick leadership advancement and grow their divisions accelerating their careers. 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 - $20,000 upfront . Financial Services as an industry is expanding and can be very lucrative as an opportunity. Your income gradually shifts from active to passive as you grow your business and agency with the assistance of senior agents with 20 years of industry experience to assist you every step of the way.
What Do We Do?
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
Who Do We Look For?
- REMOTE Work from Home
- Lucrative Career Change
- Additional Income Streams
- Ownership of a Business/Entrepreneurial
- Commission, Residual, and Passive Income
- A Career in the Financial Sector
- Mentorship and Personal Development
- Loves Sales & Growing Relationships
Job Summary
Full Time
$59k-76k (estimate)
06/26/2024
07/14/2024
tfaconnect.com
LAYTON, UT
1,000 - 3,000
1984
JEFFREY BUNDERSON
<$5M
Related Companies
The following is the career advancement route for Financial Services Representative (Sales and Related) positions, which can be used as a reference in future career path planning. As a Financial Services Representative (Sales and Related), it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative (Sales and Related). You can explore the career advancement for a Financial Services Representative (Sales and Related) below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
