Financial Agent (intermediary)

Wanted Details
Listed on May 21, 2023

Financial Agent (intermediary) is an entity that acts as the middleman between two parties in a financial services businesses.

We are looking for a team of go-getters and connected people who are motivated to join a fast-growing business. Our Financial Agents primary task is to use their current network of people who need our services.

The Ambassador should however, seek to utilize all connections they have around the world as to recruit as many customer as possible for our financial products. You work as much as you want to work, and when you want to work.

Main duties & responsibilities
• Proactively identify potential new users for our financial products
• Acquire new customers user member subscriptions on TransBanco communicating with them by phone, email, and/or face-to-face meetings.
• Being an approved trained agent requires responsibility as the business is regulated (No criminal record)
• Becoming an approved Agent requires training. This is provided free of charge by the company. Course material is included.
• There is no cost to become a Financial Agent
• Our training takes place via Zoom
Ideal skill set required
• Good network with affluent people, and costumers
• Can-do’ attitude – ready to get involved at all times
• Fast learner – adapting to new processes in rapid change climate.
• Confident and proactive
• Good team player and excellent interpersonal
• Polished appearance
After registering your interest, you will receive the following documents to read through and fill in the application
• GENERAL TERMS AND CONDITIONS AGENT
• APPLICATION AGENT
• AGENT AGREEMENT
Register your interest today as the number of places is limited

Additional Details

Preferences Available On Request

Willing To Work With Brokers? Available On Request

Willing To Pay a Finders Fee? Available On Request

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