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Financial Representative

πŸ“ San Jose, CA πŸ•’
Work Model
πŸ“ San Jose, CA
Employment
πŸ’Ό Full-Time Direct
Recruitment Type
πŸ›‘οΈ Direct to HR Pipeline
πŸ›‘οΈ
Human-Verified Opening: Inspected by Sarah Jenkins, CIPD • RemoteVault Editorial Team. Authenticated directly from Transamerica Financial Advisors, Inc.'s hiring pipeline • Zero recruiter markups or candidate fees. Verification Standards →

πŸ“‹ Role Overview & Responsibilities

OVERVIEW:100% remote location with clear guidelines.100% commission based, with system support and progress monitoring.Part-time or full-time (you don’t have to leave your current job to start this job)World-class training provided; no experience required, but a hard-working attitude is required.

DESCRIPTION:Our company, Transamerica Financial Advisors, is rapidly growing on a national level due to the status of the economy and the constantly evolving workplace, as well as the fact that our sector is essential (recession/COVID proof). The U.S. Department of Labor has ranked financial professionals as having the fastest expanding field. We are looking to work with talent that can support a meaningful mission to help people and who value professional progress. We have the support of a well-known Fortune 500 firm and its Fortune 100 partners within North America. Our company was established on the principles of innovation, strong leadership, and providing our employees with the resources they need to pursue successful careers in finance. We offer a top-notch training curriculum with four essential elements, which will be covered in more detail during the initial interview. Being able to work remotely either part-time or full-time is not a requirement for this entry-level role.As a member of our national team, you will counsel clients on how to reach their financial objectives and more, including retirement planning, future investment, education savings, life insurance protection, and more. You will do a financial needs analysis on clients during a meeting and then present them with financial suggestions that are specifically tailored to satisfy their needs.

POSITION SUMMARY:Schedule and keep appointments (Essential Skill)To work as a financial professional with powerful and recognized companies, obtain state licensing.Complete a background check to ensure there are no misconduct with handling moneyBecome knowledgeable about risk-free, balanced, and diversified business and financial principles.Recognize the preservation, protection, and investment strategies that assist clients reach their desired results.Get in touch with people to establish goals, provide information, counsel, plan, and create solutions for single people, families, and business owners.Explain and illustrate your plans for retirement, investments, education savings, and generating lifetime income.Create deep and lasting connections and interactions with customers, colleagues, and partners.Regardless of how experienced you are as an adviser or how inexperienced you are, we offer a thorough training program and continuing support to help you succeed in your profession.

PREFERRED QUALITIES:Values Flexibility and IndependenceAmbitious and DedicatedEntrepreneurial-MindedHaving the capacity to work independently while being supported and trainedSelf-starter and goal orientedTeachable and receptive to receiving expert instruction Strong leadership and decision-making skills. People skills and Communications skills.COMPENSATION:Uncapped 1099, 100% production-basedResidual Income (paid each year from labor completed the previous year)Income derived from a clientele group that is passiveBonus possibilities, paid world travel, and more!

KEY BENEFITS:Possibility of working remotely using a phone and computer from anyplace (the office, home, etc.)Organize your hours.A path to high incomes and career advancementMentoring from reputable business professionals

BASIC QUALIFICATIONS:Minimum 18 years of age**MUST BE legal US resident, citizen, or work permit with SSN**We are unable to work with Student Visas or OTPEMPLOYMENT TYPE:Full-Time or Part-TimeENVIRONMENTA fantastic training program of the highest caliber and a supportive work atmosphere. Our leadership team is incredibly diverse, and our business culture was built on respect for others and ongoing development.Before applying, please ensure that you have read the Compensation and are aware that all Financial Representatives are production-based (1099) agents.

Frequently Asked Questions

How do I apply for the Financial Representative position at Transamerica Financial Advisors, Inc.? β–Ό

Click the “Apply for this Position” button on this page to submit your application directly to Transamerica Financial Advisors, Inc. without recruitment intermediary fees.

Is this position eligible for remote work or visa sponsorship? β–Ό

This position is located in San Jose, CA with potential relocation and sponsorship assistance depending on candidate qualifications.

Are there any candidate fees on Hirely? β–Ό

No. Hirely is completely free for candidates. We never charge registration fees or placement fees.

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