Financial Services Representative

Transamerica Agency Network is dedicated to helping individuals and families secure their financial future by linking wealth and health, emphasizing the importance of long-term financial and personal well-being. By providing educational resources and financial strategies, the organization supports clients in saving for the future, protecting loved ones, and achieving lifetime financial security. Representing some of the most recognized companies in the financial services industry, Transamerica Agency Network offers a wide array of products and services.

With a client-focused approach, they empower communities to prepare for the future with confidence. Transamerica Agency Network operates as part of the broader Transamerica organization.

This is a full-time, on-site role for a Financial Services Representative, based in Wilmington, NC. The responsibilities include providing guidance to clients on financial planning, insurance products, and investment strategies to meet their lifetime goals. You will engage with individuals, families, and businesses to help them achieve financial security through personalized strategies and customer education. Additionally, you will nurture client relationships through excellent service and ensure financial solutions align with their goals.

• Understanding of Financial Services, Finance, and Investment strategies
• Experience and knowledge in Insurance products and services
• Strong Customer Service skills and the ability to build and maintain client relationships
• Effective communication, interpersonal, and problem-solving skills
• Proficiency in financial planning and analysis tools is a plus
• Bachelor’s degree in Finance, Business, or a related field preferred
• Relevant certifications, such as FINRA or insurance licensing, are advantageous