Job Description

At Transamerica Financial Advisors, it’s our mission to eliminate financial illiteracy, which impacts over 5 billion people across the globe. Providing the opportunity for families everywhere to meet with a Financial Professional to better educate themselves and their loved ones has been known to change the financial future of families for generations. As a result of recent events and the COVID-19 crisis, American’s are finally changing behavior and focusing on the importance of a proper financial strategy; including saving for the future, emergency funds, and proper protection for their families. Due to this increased demand to increase financial knowledge, we’ve been busier than ever and are seeking new talent to work with us!

Maybe you’ve been recently laid off, forced to stay home with the kids and find remote work, want to get out what you put in, or you just need a career change into one of the most lucrative industries in the world…consider transitioning into a role in Financial Services, you never know! Our entire field force has transitioned virtually, you can test drive our opportunity on a part-time basis, and no prior finance experience is needed! If you're someone who is naturally intrigued in finance and learning about money, highly ambitious, and willing to learn, this could be the perfect opportunity for you!

“You miss 100% of the shots you don’t take” –Michael Scott

Desired Skillset & Experience:

•Entrepreneurial Spirit

•Track record of personal success and professional success

•Passion for helping others

•Candidate must be an accomplished communicator

•Prior sales and/or business experience preferred

Responsibilities:

•Provide consultation to clients on financial strategies

•Assess clients' assets, liabilities and overall financial conditions

•Present presentations that showcase various financial products

•Review and communicate performances to clients

•Network and build relationships with new and existing client base

If this is intriguing, apply! We will be in touch to set up an Informational Interview, where we'll go over who we are, what we do, training, and compensation, to see if it is a good fit! Informational interviews will take place virtually through webinar.