Remote Financial Planner — Unlimited Earnings

TransGlobal Holdings Co.; Diamond Bar (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive training and mentorship

Zoom-based and in-person training

Flexible remote work environment

Job summary

TransGlobal Holdings Co. is seeking ambitious financial professionals to join our growing Financial Services team in a fully remote, commission-based independent contractor role.

You will help individuals, families, and business owners pursue their financial goals through planning and personalized solutions across Insurance, Retirement Planning, Wealth Accumulation, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services.

Qualifications

• Strong interpersonal and communication abilities.
• Self-motivated with an entrepreneurial mindset.
• Ability to work independently and manage multiple client relationships.
• Solid presentation and problem-solving skills.
• Legally authorized to work in the United States.

Responsibilities

• Conduct needs analyses and identify opportunities to help clients achieve goals.
• Develop personalized financial strategies based on client objectives and risk tolerance.
• Educate clients on insurance, retirement, wealth, estate planning concepts.
• Present financial solutions for short- and long-term needs.
• Build and maintain long-term client relationships with ongoing support.
• Assist clients through application, underwriting, and implementation processes.
• Maintain accurate client records in company systems.
• Stay informed on industry trends and product offerings.
• Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate.

Skills

Interpersonal skills

Self-motivated

Independent work

Presentation skills

Authorized to work in the US

Job description

TransGlobal Holdings Co. is seeking ambitious financial professionals to join our growing Financial Services team in a fully remote, commission-based independent contractor role.

You will help individuals, families, and business owners pursue their financial goals through planning and personalized solutions across Insurance, Retirement Planning, Wealth Accumulation, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services.