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Entry Level World Financial Group Jobs (NOW HIRING)

SalesDraft Recruiting

Sales Professional

Riggins, ID · Remote

$80K - $150K/yr

World Financial Group is looking for motivated Full Cycle Sales Professionals to join our team. This is an opportunity to take ownership of the entire sales process, build meaningful client ...

SalesDraft Recruiting

Sales Professional

Cheyenne, WY · On-site

$35K/yr

World Financial Group is seeking a dedicated Sales Professional to join our dynamic team. Role Overview As a Full Cycle Sales Professional, you will be instrumental in managing the complete sales ...

WFG Chicago

Financial Services

Chicago, IL · On-site

World Financial Group (WFG) is a financial firm that caters to increasing the financial literacy of middle- income individuals and families across North America. Through our parent companies ...

WFG Chicago

Financial Services

Chicago, IL

World Financial Group (WFG) is a financial firm that caters to increasing the financial literacy of middle- income individuals and families across North America. Through our parent companies ...

Transamerica

Financial Analyst (Hybrid)

Cedar Rapids, IA · On-site

$53K - $70K/yr

These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits ...

Aegon

Financial Analyst (Hybrid)

Cedar Rapids, IA · Hybrid

$53K - $70K/yr

These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits ...

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All JobsFinance and Insurance JobsEntry Level World Financial Group Jobs

Entry Level World Financial Group information

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$13

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$54

How much do entry level world financial group jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for entry level world financial group in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.

What is an entry level World Financial Group job?

Entry Level World Financial Group (WFG) jobs are positions designed for individuals who are new to the financial services industry and want to start a career as financial professionals. These roles typically involve training and mentorship to help employees learn about financial products, client management, and sales strategies. Entry level associates often focus on building client relationships, understanding financial needs, and offering suitable solutions, all while working toward required licenses and certifications. WFG provides support and resources to help new team members succeed and grow within the company.

What does an entry level World Financial Group employee do?

In an entry-level position at World Financial Group (WFG), you can expect your days to involve learning about financial products, attending training sessions, and supporting senior agents with client outreach and administrative tasks. You'll often shadow experienced team members to understand client needs and help prepare presentations or proposals. The role emphasizes ongoing professional development through mentorship and industry licensing, enabling you to gradually take on more responsibility as you build confidence and expertise. Collaboration with colleagues is common, fostering a supportive environment as you develop your skills and knowledge.

What skills and qualifications are needed to thrive as an entry level World Financial Group employee?

To thrive as an Entry Level Associate at World Financial Group, you need a basic understanding of financial products, strong analytical skills, and a high school diploma or equivalent. Familiarity with CRM software, financial planning tools, and obtaining relevant licenses such as a life insurance license are commonly required. Outstanding communication, networking abilities, and a strong work ethic help you build client relationships and succeed in a client-driven environment. These skills and qualifications are crucial for effectively supporting clients’ financial goals and growing your career in the financial services industry.

What is the difference between Entry Level World Financial Group vs Entry Level Financial Advisor?

AspectEntry Level World Financial GroupEntry Level Financial Advisor
CertificationsTypically no required certifications, but licenses like Life & Health Insurance are commonOften requires licenses such as Series 6, 7, or 63
Work EnvironmentPrimarily office-based or remote, working with clients and team membersClient-facing, often in offices or remotely, providing financial planning services
Employer & Industry UsageUsed by World Financial Group, a financial services company, in insurance and investment salesUsed broadly across financial services firms, including independent and bank-affiliated advisors

Entry Level World Financial Group roles typically focus on insurance and investment product sales with minimal licensing, while Entry Level Financial Advisors often require specific licenses and provide comprehensive financial planning. Both roles serve as entry points into the financial industry but differ in certification requirements and scope of services.

Is Entry Level World Financial Group a good place to work?

Entry Level positions at World Financial Group typically involve sales and financial advising, requiring strong communication skills and product knowledge. The work environment can be competitive, and compensation often includes commissions, making it important to assess personal fit and career goals. Overall, experiences vary based on individual performance and expectations.
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Entry Level World Financial Group jobs near you
Infographic showing various Entry Level World Financial Group job openings in the United States as of August 2026, with employment types broken down into 77% Full Time, 19% Part Time, 3% Contract, and 1% Nights. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $57,761 per year, or $27.8 per hour.

Technology Operations Analyst - World Financial Group

Aegon

Denver, CO • On-site

$58K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

Job Family

Customer & Business Quality Assurance

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

Serves as department subject matter expert for WFG Operations systems. (Coding, Licensing, Points) Conducts in-depth system testing and works with IT on defining requirements for implementation and improvement initiatives. Provides system training to employees.

Job Description

Responsibilities
Support WFG Operations areas with data needs by creating queries and reports to meet the requirements provided.
Identify root cause of issues and determine when/if IT tickets should be submitted.
Conduct quality assurance on IT initiatives as related toof WFG Operations systems (Coding, Licensing, Points) projects and tickets.
Write IT requests providing detailed information regarding the business need and any impacts the project will have to the business i.e. financial or customer service.
Monitor WFG Operations(Coding, Licensing, Points)webpages and ensure that they are updated with any changes to policies or to reflect process updates.
Submit updates for WFG Operations(Coding, Licensing, Points) forms to be reviewed, updated, and posted appropriately.
Effectively communicate project statuses with IT and appropriate stakeholders.
Qualifications
Associate's degree in a business-related field or equivalent experience
Up to two years of experience with analysis and using data management tools
Technical knowledge with analytical and problem-solving ability
Verbal and written communication skills
Able to successfully manage multiple assignments under pressure of deadlines
Sound decision-making, problem solving and organizational skills
Ability to work in both a team environment and individually
Proficiency /Advanced Excel skills
Preferred Qualifications
One year of experience with WFG systems or related system QA/testing
Knowledge of SQL and basic database queries
Working Conditions
Office environment
Occasional travel <10%

Travel for internal meetings as needed

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Compensation

The Salary for this position generally ranges between$58,000 - $60,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, PA; Cedar Rapids, IA; Denver, CO). Relocation assistance will not be provided for this position.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

  • Competitive Pay

  • Bonus for Eligible Employees

Benefits Package

  • Pension Plan

  • 401k Match

  • Employee Stock Purchase Plan

  • Tuition Reimbursement

  • Disability Insurance

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • Employee Discounts

  • Career Training & Development Opportunities

Health and Work/Life Balance Benefits

  • Paid Time Off starting at 160 hours annually for employees in their first year of service.

  • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

  • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars

  • Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

  • Adoption Assistance

  • Employee Assistance Program

  • Back-Up Care Program

  • PTO for Volunteer Hours

  • Employee Matching Gifts Program

  • Employee Resource Groups

  • Inclusion and Diversity Programs

  • Employee Recognition Program

  • Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica's Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023

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