Remote Financial Planner & Wealth Strategy Advisor

TransGlobal Holdings Co.; Anaheim (CA); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Flexible remote work environment

Unlimited earning potential

Comprehensive training and mentorship

Access to a broad range of insurance/fi

Zoom-based and in-person training

Job summary

TransGlobal Holdings Co. is seeking ambitious financial professionals for a fully remote, commission-based independent contractor role.

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

Qualifications

• Active Life & Health License preferred but not required.
• Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required.
• Strong interpersonal and communication skills.
• Self-motivated with an entrepreneurial mindset.
• Ability to work independently and manage multiple client relationships.
• Strong presentation and problem-solving skills.
• Legally authorized to work in the United States.

Responsibilities

• Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals.
• Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage.
• Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts.
• Present financial solutions designed to address clients' short-term and long-term financial needs.
• Build and maintain long-term client relationships through regular reviews and ongoing support.
• Assist clients throughout the application, underwriting, and implementation process.
• Mantain accurate client records and documentation in company systems.
• Stay informed on financial industry trends, market developments, and product offerings.
• Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate.

Skills

Strong interpersonal skills

Communication skills

Entrepreneurial mindset

Independence & multi-client management

Presentation & problem-solving

Self-motivated

Education

Life & Health License (preferred)

Securities licenses (Series 6/63/65/7 or equivalent) (a plus)

Job description

TransGlobal Holdings Co. is seeking ambitious financial professionals for a fully remote, commission-based independent contractor role.

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