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Affiliated Associate - Retirement Planner

Company: Transamerica Agency Network
Location: Toledo
Posted on: March 27, 2020

Job Description:

The position we have open is Pension & Retirement Advisor roles with Transamerica. These positions can be located anywhere in Ohio. The primary responsibility of this position is to conduct pension reviews and complete a retirement analysis for employees of our public employers whom we have a direct relationship with. We have exclusivity to provide retirement planning to thousands of public employees including public universities, k-12 schools, Police, Fire, and Highway Patrol. This is a very unique financial services opportunity in that you would be responsible for a geographic territory conducting our pre-set retirement and pension reviews. In this position, there is no cold calling or setting up appointments. The client books a pension/retirement reviews directly on your calendar from marketing sent to eligible employees.Qualified candidates need to be able to conduct a thorough retirement analysis and recommend the appropriate advice and products (Investments, Annuities, Insurance) to build a successful retirement plan. We have a proven successful process, software and team to support your success.--This particular position offers a $1,500 bi-weekly introductory pay-floor, and of course commissions with monthly and annual bonuses on top. The compensation structure provides triple the revenue streams of a typical financial services firm with--zero office expenses. Compensation is truly limitless and there are career tracks to move into management directly managing a team within your territory. Our Agency Coordinators and the team of Directors are second to none and consistently produce the most Million Dollar Round Table Advisors in the State of Ohio year after year. Joining Transamerica means going into business FOR YOURSELF, not BY YOURSELF.Requirements:1) Life and Health License2) At least 5 years of sales experience in Financial Services or Life and Health3) Recommended series 6,7,654) Positive can-do attitude5) Superior customer service skills

Keywords: Transamerica Agency Network, Toledo , Affiliated Associate - Retirement Planner, Other , Toledo, Ohio

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