Financial Services Representative (Remote)
About The Position
TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. In this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning potential. We proudly serve a diverse community. Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語 are strongly encouraged to apply. 欢迎会说中文、한국어、Bahasa Indonesia、Tiếng Việt 或 日本語 的候选人加入我们！ (Speakers of Mandarin, Korean, Indonesian, Vietnamese, or Japanese are warmly encouraged to apply.)
Requirements
- Legally authorized to work in the United States
Nice To Haves
- Financial services, insurance, banking, mortgage, real estate, or sales experience preferred
- Active Life & Health License preferred but not required
- Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required
- Strong interpersonal and communication skills
- Self-motivated with an entrepreneurial mindset
- Ability to work independently and manage multiple client relationships
- Strong presentation and problem-solving skills
- Candidates fluent in Mandarin 中文, Korean 한국어, Indonesian Bahasa Indonesia, Vietnamese Tiếng Việt, or Japanese 日本語
Responsibilities
- Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals
- Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage
- Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts
- Present financial solutions designed to address clients' short-term and long-term financial needs
- Build and maintain long-term client relationships through regular reviews and ongoing support
- Assist clients throughout the application, underwriting, and implementation process
- Maintain accurate client records and documentation in company systems
- Stay informed on financial industry trends, market developments, and product offerings
- Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate
Benefits
- Competitive commission structure with uncapped earning potential
- No upfront fees or hidden costs
- No sales quotas or recruitment requirements
- Comprehensive training and mentorship programs
- Access to a broad range of insurance and financial solutions
- Zoom-based and in-person training opportunities
- Local office and technical support
- Marketing and business development resources
- Flexible remote work environment
- Opportunities for professional growth and leadership development
- Free pre-licensing training and support
- Licensing guidance and exam preparation
- One-on-one mentorship
- Product and sales training
- Career development opportunities
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
