Job Description
We are looking for dedicated individuals with an entrepreneurial spirit to partner with, an agile and proactive mindset, who want to help families, business owners, and their community achieve their financial goals by working with the world's largest financial services distribution channel.
You do not need previous experience in finance. You will be empowered and challenged to be your best self. You will work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you.
What We Offer:
· Access to the world largest financial services distribution channel that houses over 77+ A-rated companies.
· Helping you oversee your own business and income opportunities.
· Provide industry-leading training, support, and ongoing development throughout your career.
· Support you through a team of advanced financial planning experts and a network of wealth planning, mortgage, and insurance planning specialists.
· Encourage independence and work-life synergy as you plan your schedule.
· Part-Time and Full-Time Positions Available
Responsibilities: -Educate clients on basic financial concepts and principles -Complete independent financial needs analysis for each client -Conduct case study for every financial needs analysis -Schedule follow up meeting with client to provide proper recommendation -Attend all virtual product/service trainings
We are backed by two leading financial companies: Aegon and Transamerica. As such, we stand on 115+ years of strength and integrity through the Aegon and Transamerica brand. Pairing our client-first culture with a century-strong reputation of financial excellence, we can assure our clients that we will do only what is right for them, as we lead them toward a lifetime of financial security. Please forward your resume and contact information with your reply.
There is no base salary, and it is 100% commission based. There is no commission cap, so there is no limit on how much money you can make.
Must be able to pass a background check
*Bilingual would be an asset but not required.
*Securities license (FINRA) would be an asset but not required.
If you have a “WINNING MINDSET,” then go ahead and give it a chance to learn more about this opportunity.
Company Description
Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.