Financial Services Representative (Remote/Flexible)
我们是跨美洲金融顾问公司的独立财务服务部门，拥有40多年的经验。我们的使命是为所有经济背景的家庭，个人和企业提供全面的财务服务。我们对我们的服务采取教育方法，确保客户了解他们做出的财务决策并准备好过安全无压力的生活。这个商业机会让你加入一个雄心勃勃的创业者和领导人团队发展金融服务业务。你将获得每周培训和一组有经验的人身导师来帮助你开始你的职业生涯。我们最雄心勃勃的合作伙伴获得了快速领导地位，并发展了自己的部门。我们与美国跨国公司，Fidelity,全国性公司，Athene 以及许多其他 A 级公司合作为我们的客户提供金融教育和解决方案。我们正在寻找谁想要：·远程工作 ·利丰富的职业变化 · 与人们一起工作 · 拥有企业 ·控制他们的时间 · 委员会，残余收入和被动收入 · 在金融领域的职业生涯 · 导师和个人发展 我们提供的服务包括：· 财务教育 · 个人理财产品 · 退休解决方案 ·长期职业 · 小型企业保护计划 · 401K 和 IRA Rollovers · 生活保险规划 · 大学规划 · 财产规划等。第一30天 & 培训项目你可以开始全职或兼职的经营。我们在未来6个月内建立了你职业生涯的基础，许多合作伙伴认为过渡从 W2到拥有自己的公司是合适的。期望在职业生涯初步完成培训方案时每周花费10-20小时。你将制定你的时间表。在你的第30天内，你将完成我们的培训计划，其中包括：· 获得生活和健康许可证 · 参加虚拟培训和完成实地培训 ·营销和发展业务基础 ·开发领导系统和创建商业计划 ·识别首批客户和商业合作伙伴。
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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