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You may start this career as a part-time or full-time commission-based role for people who are natural connectors with entrepreneurial mindsets or simply as second earning income on the side. Read below to learn how a role with Transamerica Financial Advisors could transform your career!
Why Join Us?
We’re an independent Financial Sales Associates, a division of Transamerica Financial Advisors based in the Twin Cities, Minnesota area, who embarked in a journey to help their clients live more and worry less through our personalized approach to financial planning. As a financial associate and business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to industry mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
· Financial Planning Experience
· Wealth Preservation & Income Protection
· Education Funding
· Investment Strategies
· Retirement Solutions
· Family Protection
· Legacy Estate Planning
· Small Business Protection Plans
As a Financial Solutions Associate affiliated with Transamerica Financial Advisors:
1. Build — Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of our business partner’s financial products and market strategies.
2. Educate — Educate yourself beyond training through sponsored licensing, mentorship, and ongoing development. Use assistive software, reporting tools, and illustrations mechanism to teach clients about financial planning options.
3. Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
4. Own — Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Are you ready to build your best life and enhance the lives of your clients? Apply now!
About Us
With over 40 years of experience, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Solutions Associate are valued partners and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Who Do We Look For?
· REMOTE Work from Home
· Lucrative Career Change
· Additional Income Streams
· Ownership of a Business/Entrepreneurial
· Commission, Residual and Passive Income
· A Career in the Financial Industry
· Commitment, Passionate, Loves Helping People and Building Relationships
Responsibilities & Training Program (First 30 Days)
You can start your business part-time or full-time; that fits your schedule. Many of our new business partners start part-time as we build a foundation for your career over the first 6 months. Many associates find it suitable to make the transition from a W2 into owning their business in the platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule and complete the following:
· Acquiring Your Life, and Health License
· Attending Weekly Virtual Trainings, Completing Field Trainings
· Marketing and Growing the Foundation of Your Business
· Developing Lead Systems and Creating a Business Plans
· Identifying First Clients and Potential Business Partners
· Marketing and Branding Yourself as a Financial Professional
· You will be assigned multiple mentors to help guide you along your journey as you grow and become more independent.
REQUIREMENTS
· Background Check & Clean Record
· USA Citizen with Valid Social Security Number
· At Least 18 Years of Age
· High Level of Integrity and Moral Compass
· Able to Complete Licensing in 30 Days