World Financial Group (WFG) is a multi-level marketing financial and insurance services company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico. It is wholly owned by Dutch life insurance multinational Aegon and operates primarily under the Transamerica brand in the United States.
About the Role:
We are seeking enthusiastic, driven individuals to join our team as Financial Education Consultants. In this role, you'll have the unique opportunity to educate and empower individuals and families with essential financial knowledge, helping them make informed decisions about managing their finances, saving, and planning for the future. This position offers a blend of flexibility, personal growth, and the chance to be part of a mission-driven organization.
Key Responsibilities:
Provide personalized financial education and guidance to clients
Host seminars and workshops (virtual and in-person) on financial literacy topics, including budgeting, debt management, investments, and retirement planning
Collaborate with clients to assess their financial goals and create educational plans to support these goals
Stay up-to-date with financial industry trends, changes, and best practices to offer current, accurate information to clients
Support clients in understanding available financial tools and products, ensuring they feel empowered in their financial decision-making
Key Benefits and Perks:
Flexible Work Hours: Design your schedule around your life, with remote work options and flexible hours to help maintain work-life balance
Personal Development: Access free financial seminars, courses, and resources to continue building your own financial expertise
Business Opportunity: Opportunity to expand your reach and build a client base, with growth potential within the organization
Positive Impact: Empower individuals with knowledge and skills that can have a long-term impact on their lives and financial well-being
Supportive Environment: Work within a team of like-minded, motivated individuals who are passionate about financial education
Qualifications:
Self-motivated with a strong desire to learn and grow
Interest or background in financial management, education, and empowerment
Licensed or willingness to become licensed; non-licensed applicants will be considered if they demonstrate strong potential
Excellent communication and interpersonal skills; able to convey complex financial concepts in an accessible and engaging way
Professionalism and commitment to providing high-quality, ethical advice and support
If you’re passionate about finance and helping others, this is an incredible opportunity to grow your career, work flexibly, and make a meaningful difference in people’s lives.
Certain commutes to office seminars and trainings are required. Please attach a resume when applying for this opportunity, thank you.
