What are the responsibilities and job description for the Financial Services Representative (Sales and Related) position at Transamerica?
OVERVIEW :
This position is working with a well-established Fortune 500 company and its A-rated partners in North America. We are looking to partner with talented, driven individuals who value professional growth while helping educate individuals and families to bridge the gap in financial literacy. We are founded upon innovation, strength in leadership, and equipping our associates to have a successful career in finance. We provide a world-class training program and you will have the opportunity to work directly with and learn from our Senior Partners. Prior experience is not required. Available both Part-Time and Full-Time .
POSITION SUMMARY :
Acquire state licensing to work as a financial professional with strong and reputable companies. Connect with people to identify goals, educate, plan, and design solutions for individuals, families, and business owners. Illustrate and present plans for retirement, college / savings, life insurance, and lifetime income generation. Build meaningful and lasting relationships and experiences with clients, business associates, and partners.
PREFERRED QUALITIES :
Ability to work independently with a strong support team and training
Self-starter and goal-oriented
Accountable and ethical
Coachable and open to being professionally trained
Entrepreneurial-minded
Highly ambitious
COMPENSATION :
100% Commission Based
1099 Independent Contractor Role
Performance Based Promotions & Bonuses
No ceilings, No quotas
Residual & Passive Income opportunities available
KEY BENEFITS :
Option to work 100% remotely by computer and phone
No Quotas (you have complete control on how and when you want to work)
Flexible Hours
High-income trajectory and career growth
Mentorship from proven industry experts
Option to build your own agency
BASIC QUALIFICATIONS :
Minimum 18 years of age
Legal US Resident, Citizen, or Work Permit with SSN
Able to complete State Licensing requirements within 30 days of onboarding
ENVIRONMENT :
Incredible training program and positive team environment. We have a very diverse leadership team. Our company culture was cultivated on respect for individuals, as well as continuous personal and professional development.
Obtain state-specific licensing within 30 days of onboarding
Get appointed through various A-rated (and above) product providers
Work with and shadow business partner(s) on client meetings until credentialed as an independent field leader
Attend bi-weekly Zoom trainings to increase knowledge and skillset
