3 Financial professional Jobs in Portland, OR
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World Financial Group is Hiring a Financial professional Near Portland, OR
Join Transamerica / WFG, a respected Leader in Financial Services, and Transform Your Career Remotely
This opportunity is custom-tailored for professionals seeking remote careers. Whether you're a stay-at-home professional or looking to enhance your resume with an additional income stream, this role offers an inclusive space.
Furthermore, if you're enthusiastic about leadership and team building, you can commence building your team right from the start in this business.
As you grow your team, you'll also have the opportunity to create a passive income stream, all supported by our comprehensive training program.
Transamericas Time-Tested Reputation :
Our expanding reach spans the entire continental United States, and we actively seek dedicated professionals to become licensed partners, serving the needs of our clients.
Diverse Work Opportunities :
- Full Time
- Part Time
- Referral Partner (to accommodate your current commitments)
Rest assured; these options are designed to seamlessly integrate with your current job. You can transition from Referral or Part-time roles to full-time, all while earning the same compensation as our full-time professionals.
You'll collaborate with esteemed financial companies nationwide, and it's all 100% remote.
Experience :
While previous financial experience is not necessary, having skills like leadership, public speaking, customer service, sales, banking, accounting / software proficiency, or an entrepreneurial background can expedite your progress within the company.
Opportunity Overview :
Your key responsibilities include :
- Creating Financial Need Analysis (FNA) for Clients
- Empowering families, individuals, and business owners to attain financial advantages, including :
- Asset / Fund Protection
- Legacy Building
- Index Strategies
- Debt Management Services
- Providing an array of Annuities
This role is 1099-based with a performance-based business model.
- Override income potential
- Passive income potential
Flexible Work Schedule :
- Part Time : A flexible commitment of 10 hours per week, accommodating your availability.
- All tasks are remote, with Zoom as our platform.
- You will be partnered with a "Field Trainer," an experienced professional who will guide you from the outset of your business until you're ready to independently manage and assist clients and potential partners.
This includes prospecting clients and potential partners.
Weekly training sessions to hone your business skills.
Mandatory Qualifications :
If you do not currently hold a Life & Health Insurance License, you should be open to studying for and successfully passing the required state exams.
Rest assured, we offer comprehensive support to guide you through this process, ensuring your successful certification.
Non-negotiable Requirements :
- Successful completion of a background check (No Felonies).
- Possession or the ability to obtain a U.S. Social Security Number.
- Reside in the United States
- Must be 18 years or older (Federal Requirement).
Industry :
Financial Services
Join Transamerica / WFG and embrace this remote opportunity to build your financial services business, foster professional growth, and contribute to securing the financial future of families. Join us today!
Last updated : 2024-04-23
Job Summary
Full Time
Insurance
$108k-128k (estimate)
04/24/2024
04/30/2024
SAVANNAH, GA
50 - 100
2013
PAMELA NGUEN
<$5M
Insurance
Related Companies
The job skills required for Financial professional include Analysis, Customer Service, Leadership, Financial Services, Background Check, Commitment, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial professional. Select any job title you are interested in and start to search job requirements.
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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.
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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.
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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.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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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.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.
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