Financial Consultant

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🕒 Julho 28, 2025

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Calendly

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2013

☁️ SaaS

⚡ Produtividade

🏢 Corporativo

💰 $3.502.700.000 Series B em 2021-01

SaaS • Productivity • Enterprise

Calendly é uma plataforma de automação de agendamentos que simplifica a coordenação de reuniões. Oferece opções de disponibilidade personalizáveis, integrações com ferramentas de calendário e videoconferência, e recursos como enquetes para reuniões e lembretes. A proposta do Calendly é aumentar a produtividade reduzindo o esforço necessário para organizar reuniões para indivíduos e equipes.

Descrição

• We are an independent financial services division of Transamerica Financial Advisors with over 40 years 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. • 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 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. • Expect to spend 10-20 hours per week in the beginning of your career completing the training program. • You will develop your own schedule. • You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. • 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• 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