Financial Services Professional ID-14089

*MUST BE IN USA*

Our firm is an independent financial advisory partnered with Transamerica, located in Philadelphia. With over 40 years of experience and 30,000 happy clients, we provide retirement and insurance solutions representing companies like Transamerica, Fidelity, Nationwide, and Athene. Join us to help families achieve their financial goals with our motto, 'No Family Left Behind'.

We are searching for motivated, entrepreneurial, and ambitious individuals who are passionate about helping people and possess a high level of integrity. Our training program is virtual, held four times a week, and is available throughout your career. It's recommended to start part-time, with the potential to transition to full-time.

Through our world-class training program and supportive culture, combined with experienced senior mentors, within 30-45 days most new associates have completed state licensing and are interacting with their first clients, building their own teams.

We offer a wide range of financial services, including:

  • 401K and IRA Rollovers

  • Comprehensive Life Insurance Planning

  • Tax-Free Retirement Income

  • Fixed & Indexed Annuities

  • Small Business Protection Plans

  • Long Term Care

  • Wealth Preservation

  • Child Head-start Plans

  • Estate Planning

We Look For:

  • Opportunities for REMOTE Work

  • Lucrative Career Potential

  • Additional Income Streams

  • Entrepreneurial Opportunities

  • Commission, Residual, and Passive Income

  • A Career in the Financial Sector

  • Mentorship and Personal Development

  • Sales Enthusiasts & Relationship Builders

Responsibilities & Training (First 30 Days)

Begin part or full time. Many start on a part-time or referral basis, transitioning into full-time business operation. Expect to spend 10-20 hours weekly starting your career and fulfilling the training program, including:

  • Obtaining Your Life and Health License

  • Weekly Virtual Trainings and Field Experiences

  • Building Your Business Foundation

  • Creating Lead Systems and Business Plans

  • Identifying Initial Clients and Partners

  • Developing Your Professional Brand

Numerous mentors will support your journey as you become independent.

Requirements:

Undergo Background Check

Valid Social Security Number

Minimum age: 18

Integrity and Strong Ethical Compass

Able to Complete Licensing in 30 Days

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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Remote Question and Answer

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