Financial Agent Opportunity
Financial Details
- Profit Metric:
- N/A
- Source:
- Date:
- September 16, 2025
Key Highlights
Description
This listing is an advertisement for individuals seeking to become Financial Agents (intermediaries) within the financial services sector. The role involves leveraging personal networks to recruit customers for financial products and subscriptions on the TransBanco platform. Key responsibilities include proactive customer acquisition, communication via phone, email, and meetings, and adhering to regulatory requirements (no criminal record). The company provides free, comprehensive training via Zoom, including course materials. There is no cost to become an approved agent. Ideal candidates possess a strong network with affluent individuals, a proactive and adaptable mindset, good interpersonal skills, and a polished appearance. This is a flexible opportunity where agents can work as much or as little as they choose.
Industry Information
- Industry Description:
- Financial Services
- Classification:
- Financial Services
Real Estate & Lease
- Status:
- Not Applicable
Listing Details
- Listing ID:
- ab1514fd-8a6a-4c14-9239-9511f7b9af38
- Deal Status:
- For Sale
- Date Posted:
- May 21, 2023
- Last Updated:
- September 16, 2025
- Currency:
- null