Financial Consultant

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🕒 July 28, 2025

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Calendly

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

☁️ SaaS

⚡ Productivity

🏢 Enterprise

💰 $3.5G Series B on 2021-01

SaaS • Productivity • Enterprise

Calendly is a leading scheduling platform, trusted by over 100,000 organizations worldwide, including 86% of Fortune 500 companies. It simplifies the process of scheduling meetings through integrations with Google Calendar, Microsoft Outlook, and other calendar systems. Calendly offers tools for automated meeting reminders, follow-ups, and customizable scheduling options, making it suitable for individual users and enterprise organizations alike. With features like video conferencing tool integration, custom event types, and comprehensive admin management, it supports a seamless scheduling experience and boosts productivity across teams. Calendly’s platform integrates with over 70 other tools to enhance workflow efficiencies, offering solutions for individuals, teams, and enterprise-level clients.

📋 Description

• 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.

🎯 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

🏖️ Benefits

• 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