Hybrid Financial Solutions Advisor

Transamerica Agency Network; Mount Laurel Township (NJ); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Transamerica Agency Network, based in Mt. Laurel, NJ, is hiring a full-time Financial Sales Professional for a hybrid role.

You will meet with individuals, families, and business clients to assess financial needs, explain concepts, and tailor insurance and investment solutions. You will build and manage a client portfolio, conduct outreach, and develop personalized strategies focused on retirement income and wealth protection.

Qualifications

• Strong client relationship and communication skills to educate clients clearly.
• Sales and business development ability: prospecting, networking, pipeline management.
• Analytical and planning skills for financial needs assessment and strategy creation.
• Organizational and time-management skills for meetings, follow-ups, and documentation.
• Relevant licenses (life, health, securities) or willingness to obtain them.

Responsibilities

• Meet with individuals, families, and business clients to assess financial needs.
• Explain financial concepts and recommend appropriate insurance and investment solutions.
• Build and manage a client portfolio with outreach and follow-up.
• Create personalized financial strategies supporting long-term goals.
• Stay current on product offerings and industry trends; participate in training.
• Collaborate with team members to deliver a consistent, client-focused experience.

Skills

Client relationship

Sales & business development

Analytical planning

Organizational / time management

Licenses / willingness to obtain

Education

Associate or Bachelor's degree in business/finance

Job description

Transamerica Agency Network, based in Mt. Laurel, NJ, is hiring a full-time Financial Sales Professional for a hybrid role.

You will meet with individuals, families, and business clients to assess financial needs, explain concepts, and tailor insurance and investment solutions. You will build and manage a client portfolio, conduct outreach, and develop personalized strategies focused on retirement income and wealth protection.