Independent Financial Services Representative
Transamerica has been helping people feel better about the future for more than 100 years, and we’re proud of the trust we’ve earned.
We have the experience and knowledge to help our customers pursue their financial goals no matter where they are in the process. And thanks to our parent company, Aegon, you have the reassurance and stability of an organization with more than 170 years of history and a strong capital position.
As an Associate, you can help clients create a better tomorrow for themselves and their loved ones. You will help your clients understand fundamental financial concepts that give them the foundation to create a sound strategy. Associates offer their clients a professional and complimentary Financial Needs Analysis (FNA), which is the first step in helping to identify the core components of a client’s financial health. Some key areas that an FNA can help to identify include: Cash Flow, Debt Management, Emergency Funds, Proper Insurance Protection, Asset Accumulation and Asset Preservation.
Associates have access to products and services from many well-known product providers that they can represent to clients. By maintaining selling agreements with numerous financial services companies through affiliates, you, as an associate, offer your clients the power of choice, which allows you to find appropriate products for your clients’ needs. These providers are not only dedicated to your client’s success but to your success, as well, by offering support, materials and training to help you build your business.
The company’s business platform offers the tools and resources you need to launch and build a financial services business that has the potential to help change the futures of thousands of families for generations to come. This platform, coupled with your willingness to learn and determination to succeed, can help you start a new career and own your future.