Job Description
Be in Business for Yourself, Not by Yourself!
WealthWave, a Transamerica Company, has helped countless individuals and families find financial security through our life insurance, retirement, and wealth-building strategies for more than 20 years. Our licensed agents support individuals and families no matter where they are starting financially.
Our #1 mission is to help stamp out financial illiteracy across the United States. Our goal is your success.
At WealthWave, we take great pride in getting to know each of our clients and providing everyone with individualized services. We are founded on the goal of assisting our clients in every aspect of their financial lives. There are millions of Americans living in quiet financial desperation that need your help. We are focused on hiring agents that represent the diverse world we live in.
WealthWave offers a full, 360-degree holistic blueprint of an individual’s financial strategy. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long-term care, and estate planning and, partnering with over 30 carriers and 30,000 products to offer a huge depth of choice and fit for each client. By organizing all the aspects of finances into one cohesive plan, we can educate, empower, and guide our clients on their financial paths.
Work for the Uber of Financial Services. We offer extensive training to our new professionals’ including mentorship, personal development, resources, business systems, and support to give them the confidence and knowledge they need to make a difference in the lives of those around them. As a licensed Financial Marketing Professional, you will develop long-lasting relationships and provide solutions to help your clients understand their current financial situation and meet their financial goals.
Responsibilities:
Pay for $125 Background Check
If not already licensed, minimally obtain state Life & Health Insurance licenses (able to obtain after being hired).
Assist clients with achieving and maintaining financial security by providing financial advice and matching solutions with client's needs and goals.
The ability to impact someone's life.
The ability to build relationships on trust and transparency and establish long-term relationships.
Provide knowledgeable, objective financial guidance and customized holistic financial strategies to consumer segments beyond insurance.
Build and maintain client bases, keep current client financial plans up-to-date.
Provide dedicated and focused customer experiences.
Build your own financial planning practice.
Qualifications:
High Energy
Self-Starter (Entrepreneur mindset)
Proven ability to build strong relationships
Coachable
Excellent communication and presentation skills (or willingness to be coached)
Licensed in Life and Health Insurance & Securities Series, or the ability to obtain within a defined time frame
Benefits including complimentary Personal Financial Analysis services
At least 6-10 hours/week available for dedicated work and training (flexible)
Unlimited earning potential
Residual income
Opportunities to earn additional bonuses and incentives.
Local and National recognition and rewards programs including business conferences.
Marketing/sales support & mentorship from seasoned advisors and marketers.
Flexible work schedule
Advancement opportunities
Access to an online proprietary, economic-based financial planning tool
Job Type: Full-time (if already Life & Health licensed minimally and/or experienced in Sales/Marketing), Part-Time (Looking to Supplement Current Income)
Pay Type: Commission Based Only; 1099
Projected income range $50,000.00 (new and part-time)- $250,000 (experienced full-time with book of business) per year
Schedule:
Create your own schedule Sunday-Saturday.
Required Wednesday Trainings 6:30 pm-8 pm MST and Highly Recommended Saturday Advisor Academy 8:45 am-11 am MST
Work Location: Denver Tech Center and/or Remote in United States