Remote Financial Services Advisor — Uncapped Earnings

TransGlobal Holdings Co.; Frisco (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Training programs

Job summary

TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. You will help individuals, families, and business owners pursue financial goals through planning and personalized solutions, including Insurance, Retirement Planning, Wealth, Estate, Tax-Advantaged Solutions, Real Estate, and Lending.

This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning

Qualifications

• Life & Health license preferred but not required.
• Securities licenses 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.
• Legally authorized to work in the United States.

Responsibilities

• Conduct financial needs analyses to identify client opportunities.
• Develop personalized strategies based on objectives and risk tolerance.
• Educate clients on insurance, retirement, wealth, estate planning.
• Present financial solutions addressing short- and long-term needs.
• Build long-term client relationships through regular reviews.
• Assist clients through application, underwriting, and implementation.
• 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.

Skills

License: Life & Health

Securities licenses (Series 6/63/65/7)

Self-motivated

Entrepreneurial mindset

Client relationship building

Job description

TransGlobal is seeking ambitious and client-focused professionals to join our growing Financial Services team. You will help individuals, families, and business owners pursue financial goals through planning and personalized solutions, including Insurance, Retirement Planning, Wealth, Estate, Tax-Advantaged Solutions, Real Estate, and Lending.

This is a fully remote, commission-based independent contractor (1099) opportunity offering flexibility, professional growth, and unlimited earning