Financial Consultant

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Calendly

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 2013

☁️ SaaS

⚡ Productivité

🏢 Entreprise

💰 €3 502 700 000 Series B en 2021-01

SaaS • Productivity • Enterprise

Calendly est une plateforme d'automatisation de la planification qui simplifie la coordination des réunions. Elle propose des options de disponibilité personnalisables, des intégrations avec des outils de calendrier et de visioconférence, ainsi que des fonctionnalités telles que les sondages pour réunions et les rappels. Calendly vise à accroître la productivité en réduisant l'effort nécessaire pour organiser des réunions pour les particuliers et les équipes.

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.

🎯 Exigences

• 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

🏖️ Avantages

• 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