Description review
Remote Financial Services Representative
Dream Capital Financial · United States · back to the listing
HR standards
25/100
poor
Title ↔ description
52/100
needs work
Reads as
Sales Representative
100% confident
What this role officially is
commercial sales representative — ESCO, the EU occupation classification
Commercial sales representatives represent a company in selling and providing information on goods and services to businesses and organisations.
Also known as: field sales representative, technical and commercial sales executive, field sales executive, sales and marketing consultant, business development representative, technical and commercial sales representative
How others title the same work
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What the listing never says
- 29 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No section describes what the person would actually do. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
We are an independent financial services division of Transamerica Financial Advisors with over
40 years1
of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
• Remote Work from Home
• Lucrative Career Change
• To Work With People
• Ownership of a Business
• Control of Their Time
• Commission, Residual, and Passive Income
• A Career in the Financial Sector
• Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
• Financial Education
• Personal Finance
• Retirement Solutions
• Long Term Care
• Small Business Protection Plans
• 401K and IRA Rollovers
• Life Insurance Planning
• College Planning
• Estate Planning
And more.
First 30 Days & Training Program
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.
In your first 30 days, you will complete our training program which includes:
• Acquiring Your Life and Health License
• Attending Virtual Trainings and Completing Field Trainings
• Marketing and Growing the Foundation to Your Business
• Developing Lead Systems and Creating a Business Plans
• Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
• Legality, Ethics, and Morality
• Entrepreneurial-Minded/Self-Starters
• Interest in Finance, Money, & Investments
• Leadership Skills / Wanting Growth
• An Ambitious, Go-Getter Attitude
• Great People Skills and Public Speaking
• Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years2 of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
Originally posted on Himalayas
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
• Remote Work from Home
• Lucrative Career Change
• To Work With People
• Ownership of a Business
• Control of Their Time
• Commission, Residual, and Passive Income
• A Career in the Financial Sector
• Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
• Financial Education
• Personal Finance
• Retirement Solutions
• Long Term Care
• Small Business Protection Plans
• 401K and IRA Rollovers
• Life Insurance Planning
• College Planning
• Estate Planning
And more.
First 30 Days & Training Program
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.
In your first 30 days, you will complete our training program which includes:
• Acquiring Your Life and Health License
• Attending Virtual Trainings and Completing Field Trainings
• Marketing and Growing the Foundation to Your Business
• Developing Lead Systems and Creating a Business Plans
• Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
• Legality, Ethics, and Morality
• Entrepreneurial-Minded/Self-Starters
• Interest in Finance, Money, & Investments
• Leadership Skills / Wanting Growth
• An Ambitious, Go-Getter Attitude
• Great People Skills and Public Speaking
• Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years2 of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
Originally posted on Himalayas