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Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered ...

Optimize Financial Group

Be Seen First

Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered ...

Optimize Financial Group

Be Seen First

Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered ...

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Financial Services Representative

Dream Capital Financial

Dallas, TX • Remote

Full-time, Part-time

Life, Retirement

Re-posted 9 days ago

Job 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.

The Opportunity

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 are looking for someone who wants:

  • 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

Our Services

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.

First 30 Days & Training Program

You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.

Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.

In your first 30 days, you will complete our training program which includes:

  1. Acquiring Your Life and Health License 
  2. Attending Virtual Trainings and Completing Field Trainings
  3. Marketing and Growing the Foundation to Your Business
  4. Developing Lead Systems and Creating a Business Plans
  5. Identifying First Clients and Business Partners

You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.

Virtual Live Weekly Training

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. 

Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.

Who Are We Looking For? Someone With..

  • Legality, Ethics, and Morality
  • Entrepreneurial-Minded/Self-Starters
  • Interest in Finance, Money, & Investments
  • Leadership Skills / Wanting Growth
  • An Ambitious, Go-Getter Attitude
  • Great People Skills and Public Speaking
  • Customer Service (Client Relations)

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****

Apply