Interested in finding more jobs in Seal Beach, CA? Click Here to create a Climber profile today!
Transamerica Financial Advisors Work Values
Interested in finding out if you are the type of person this company is looking for? Create an account and take our patented DNA assessment now to see how you compare.
Daily Duties at Transamerica Financial Advisors:
I got licensed with S6, S63, S65( Investment Advisory), Life& Health. I was trained and learned the system, and started to train other new IAR's. I started with Transamerica Financial Advisors because I was a victim of the stock market and most financial advisors who are not allowed to protect their clients moneys during a crash. I specialized into placing money into Active Money management, where the money manager has the discretion to move the money around to maximize gains or minimize losses. I had been a victim of the system, and got licensed to manage what was left of my money, and to help others by being connected with a broker/dealer who could manage money down to $25K, actively and minimize losses in a market crash. After getting fully licensed and familiar with the top 3 money managers that were were commonly using ( because they were the only 3 good ones), I started training new hires. The training involved helping them get set-up for online test review, helping with field training and contacting customers, and explaining the various companies investment strategies.
What they like about Transamerica Financial Advisors:
Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.
Tags
Skills
P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Cost Reduction, Glass Processing, Vacuum processing, Processes with pure gases
Information about Transamerica Financial Advisors
Company Rank: Not Available
Average length of employment : 4 years
Average salary of employees: $112,000
These are some of the questions we asked our climbers about their experiences with Transamerica Financial Advisors:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
|
| Were you recognized for meeting or exceeding expectations? | 0.0 |
|
| Did you feel like your personal contribution was important? | 0.0 |
|
| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Transamerica Financial Advisors had these interests:
| Books | |
|---|---|
The Goal |
A book about better understanding what operating fixed and variable costs, and how to quickly innovate process changes, and work with customers. |
| Chinese Business Etiquette |
A book explaining the proper way to work with people in China, and to gain an understanding of their business cultural thinking. |
