Financial Services Representative; Sales and Related

Financial Services Representative (Sales and Related)

Transamerica Financial Services (Remote) Full-Time/Part-Time

Job Details

Company Overview

We specialize in tax-free, cash accumulation, and wealth preservation strategies for individuals, families, and businesses. Our firm takes an educational approach to teach basic financial concepts, empowering people to make better financial decisions for their future.

This is a full/part-time remote role for a Financial Services Representative. The Financial Services Representative will assist clients with their financial goals, provide investment advice, offer insurance solutions, and deliver excellent customer service on a day-to-day basis.

· Full, In-Depth Training & Mentorship Program

· Flexible Schedule

· Part-Time and Full-Time Positions Available

· Exciting Work Environment

· Unlimited Growth Potential

· Lucrative (1099 Production Based- Commission and passive income Position)

QUALIFICATIONS:

· Outstanding communication skills, both verbal & written

· Able to work effectively in a team environment

· Detail-oriented and the ability to follow up on tasks

· Work effectively under pressure and maintain a positive attitude

· Capable of multi-tasking, prioritizing, and managing time efficiently

REQUIREMENTS:

►Minimum 18 years of age

►Legal U.S. Resident, Citizen or Work Permit with SSN

►Able to complete licensing requirements within 30 days

►Accountable with high level of integrity (critical in this regulated and customer-based industry)

· Develop financial needs analysis for clients.

· Place families, individuals, and business owners in a financial position of advantage for some of the following:

· Protect Assets/Funds

· Build and Leave a Legacy

· Index Strategies

· Debt Management Services

· Estate Planning

· Life Insurance

· Annuities

· Final Expense

· Long Term Care

· College Plans/ Head Start Plans

Recommended Skills

· Customer Satisfaction

· Financial Services

· Leadership

· Networking

· Public Speaking

· Sales

· Teaching