We are an independent division of Transamerica Financial Advisors based in Charlotte, North Carolina, with over 40 years of experience and 30,000 happy clients. This business opportunity allows you to join a team of ambitious entrepreneurs and financial consultants growing financial services businesses. Most start part-time and weave this position into their schedule, eventually going full-time if they choose, or stay part-time to grow a second income stream.

You will receive weekly training and a personal group of experienced mentors. Our most ambitious financial consultants receive quick leadership advancement and grow their own divisions accelerating their career. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. Typically, our client payout ranges from $2,000 - $20,000 upfront . Your income gradually shifts from active to passive as you grow your business and agency.

What Do We Do?

We offer a wide range of financial services, including:

• Retirement Planning
• 401K and IRA Rollovers
• Life Insurance Planning
• Fixed & Indexed Annuities
• Small Business Protection Plans
• Long Term Care
• Wealth Preservation
• College Planning
• Estate Planning

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 Sector
• Mentorship and Personal Development
• Loves Sales & Growing Relationships

Responsibilities & Training Program (First 30 Days)

You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our 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 to 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 guide you along your journey as you grow more and 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****

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