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Financial Professional
Transamerica Atlanta, GA
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$131k-152k (estimate)
Full Time 1 Week Ago
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Transamerica is Hiring a Financial Professional Near Atlanta, GA

We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry leaders to provide essential financial services. We're expanding, and our agency building model offers opportunities to create a passive income stream.

Position Overview:

As a Financial Professional, you'll work remotely, setting your own schedule. No experience is required as we provide full training and mentorship. If you're motivated, ambitious, and value freedom and flexibility in your work, this is your opportunity to excel in the high-income financial services industry.

Key Responsibilities:

  • Educate clients on financial strategies and assist in planning for their financial goals. Flagship products include retirement and insurance.
  • Collaborate with a supportive team and work independently to achieve results.
  • Continuously learn and apply business and financial principles to enhance your Financial IQ.
  • Build and maintain strong client relationships.
  • Learn how to build an agency utilizing our platform.

Qualities We Seek:

  • Values freedom and flexibility.
  • Self-starter with strong follow-through.
  • Ambitious, entrepreneurial-minded, and motivated.
  • Open to learning and personal development.
  • Personal interest in personal finance
  • Sales, teaching, sports, club, or team background is a plus.

What We Offer:

  • Uncapped production based income.
  • Residual income, passive income, bonuses, and more.
  • Ongoing training and mentorship.
  • Positive and supportive team culture.
  • Flexible work hours, allowing you to work part-time or full-time.
  • Production-based, perfomance-only position (1099)

Qualifications:

  • Minimum 18 years of age.
  • Legal U.S. resident, citizen, or work permit holder with an SSN.
  • Able to pass a background screening.
  • Willing to complete licensing requirements within 30 days. (L&H)
  • Accountable with a high level of integrity, critical in this regulated and customer-focused industry.

Job Summary

JOB TYPE

Full Time

SALARY

$131k-152k (estimate)

POST DATE

05/07/2024

EXPIRATION DATE

05/22/2024

WEBSITE

transamerica.com

HEADQUARTERS

CEDAR RAPIDS, IA

SIZE

3,000 - 7,500

FOUNDED

1906

TYPE

Private

CEO

WILL FULLER

REVENUE

$1B - $3B

INDUSTRY

Insurance

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About Transamerica

Transamerica provides insurance, investments and retirement products and services.

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The following is the career advancement route for Financial Professional positions, which can be used as a reference in future career path planning. As a Financial Professional, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Professional. You can explore the career advancement for a Financial Professional below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Professional job description and responsibilities

A financial advisor provides financial advice or guidance to customers for compensation.

03/22/2022: Lima, OH

A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.

03/12/2022: Kingsport, TN

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

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Financial advisors may run their own firm or they might be part of a larger office or bank.

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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Professional jobs

A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.

02/15/2022: Reno, NV

To become a financial advisor, one first needs to complete a bachelor's degree.

01/18/2022: Riverside, CA

To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.

03/11/2022: Olympia, WA

Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.

02/20/2022: New Brunswick, NJ

Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.

01/04/2022: Florence, AL

Step 3: View the best colleges and universities for Financial Professional.

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