Financial Services Representative

We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.

The Opportunity

This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.

We are looking for someone who wants:

Remote Work from Home

Lucrative Career Change

To Work With People

Ownership of a Business

Control of Their Time

Commission, Residual, and Passive Income

A Career in the Financial Sector

Mentorship and Personal Development

Our Services

We offer a wide range of financial services, including:

Financial Education

Personal Finance

Retirement Solutions

Long Term Care

Small Business Protection Plans

401K and IRA Rollovers

Life Insurance Planning

College Planning

Estate Planning

And more.

First 30 Days & Training Program

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 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.

In your first 30 days, you will complete our training program which includes:

Acquiring Your Life and Health License

Attending Virtual Trainings and Completing Field Trainings

Marketing and Growing the Foundation to Your Business

Developing Lead Systems and Creating a Business Plans

Identifying First Clients and Business Partners

You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.

Virtual Live Weekly Training

Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.

Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.

Who Are We Looking For? Someone With..

Legality, Ethics, and Morality

Entrepreneurial-Minded/Self-Starters

Interest in Finance, Money, & Investments

Leadership Skills / Wanting Growth

An Ambitious, Go-Getter Attitude

Great People Skills and Public Speaking

Customer Service (Client Relations)

Requirements

Background Check & Clean Record

USA Citizen with Valid Social Security Number

At Least 18 Years of Age

High Level of Integrity and Moral Compass

****Able to Complete Licensing in 30 Days****

Originally posted on Himalayas