Transamerica Financial Advisors Employee Reviews

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Innovative environment

Intern (Former Employee) – Denver, CO – November 18, 2017

Highly motivating environment where everyone wants to work towards being better at individuals. It is fully commission so you have to be used to people saying no and the employees are good at preparing you for development.

Pros

Forced individual growth

Cons

Hard to get started

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Good company and learning culture

Registered Representative (Former Employee) – Denver, CO – September 7, 2017

TFA and its sister WFG make a compelling business to work for. You can start part time, work at your own pace, and eventually make it whatever you want it to be. There are many people making a lot of money who have been in it for a while, and there are others just starting and using it for a few extra dollars.

Keep in mind there are fees for licenses and insurance so it is possible to get ahead of yourself if you haven't brought in the business to support it yet.

It is 100% commission and residual income, so you have to keep at it. The culture of the company is to always try and do more and be prepared to encourage others to join your team. It's a good company for the right type of person.

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I was self employed

Investment Advisor Representative (Former Employee) – Westlake Village, CA – June 12, 2017

I worked hard and made my day for myself. Every day was different and I used all of the skills that I gained over 15 years in the film and television business.

Was this review helpful?Yes 10 No 10Report

good

Financial Advisor (Current Employee) – Madison, WI – January 4, 2017

Great firm to work for part time - Ability to create your own schedule.
You are rewarded for your hard work. This is all I wish to say about this position

Was this review helpful?Yes 15 No 23Report

Transamerica wonderful place to work

Financial Advisor (Current Employee) – Johnson City, TN – January 4, 2017

Transamerica wonderful place to work, I always completed my task and if i need help for any reason my co-works did not mind to help. The gauranteed pay was great and it was the bi-weekly

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Best Financial Services Platform

Senior Marketing Director (Current Employee) – Houston, TX – December 18, 2016

The company has an incredible platform to develop a solid business in the financial industry.

The Compensation plan is good but more inclined to the long term

Pros

business platform, training and tools

Cons

longer term orientation

Was this review helpful?Yes 10 No 14Report

Too much Ra Ra

Marketing Director (Former Employee) – Atlanta, GA – December 9, 2016

Lacking substance. Managers are only focused on bottom line. Training is focused on recruiting instead of product knowledge. 100% commission. Offer additional comp to keep advisors happy.

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very fun and productive place of employment

Case Manager (Former Employee) – St. Petersburg, FL – October 31, 2016

Transamerica is a great place to work. its like a family away from home. This is a great job tho for people who are not trying to start a business, go back to school, or have minor children who might need parental attention.

I met many awesome agents thru the inbound calls, and i was able to help many of them move their cases forward. being able to help them is satisfying. i just wish they would work with hours.

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Company focused on education with room for development

Sales Associate/Customer Service (Former Employee) – St. Petersburg, FL – October 26, 2016

Great culture with great advancement. Ability to work with Leadership and develop career. Budget availability always a concern for growth.

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Amazing place if you're motivated

Licensed Financial Planner (Current Employee) – Colorado Springs, CO – September 7, 2016

I love being a financial advisor but what many don't understand is that you are your own independent contractor and you must build your business. Like any business owner you must work hard and as much as you out in is as much as you get out.

Pros

extremely flexible with life

Cons

No healthcare benefits

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Your experience depends on the office you work in

Summer Associate (Former Employee) – Westlake Village, CA – August 16, 2016

Your experience with this company depends completely on which office you are apart of. I have heard people with good experiences in a different office, but I was not as fortunate. Also, the autonomy each office is given can be downfall with the wrong leadership, such was the case in my office.

Cons

Poor leadership, Poor compensation

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• Recruit, and supervise Associate Financial Advisors, recomend product to client

Financial Advisor Intern (Former Employee) – Houston, TX – July 27, 2016

• Recruit, and supervise Associate Financial Advisors
• Collaborate with team to identify client needs, analyze customer information, define investment goals, build plans and make recommendations for clients to achieve their investment goals and objectives through individual investment strategies while meeting asset and revenue targets
• Acquire and deepen client relationships through a comprehensive needs-based marketing and promotion of investment products and services
• Conducted comprehensive portfolio reviews, re-evaluate objectives and project portfolio performance

Was this review helpful?Yes 11 No 11Report

Good place to learn to run a business

I Investment Advisor Representative (Current Employee) – Torrance, CA – May 17, 2016

I would have done better had I been more connected to the community. You need a warm market to begin with and you need to develop your prospecting skills. I had difficulty because I was unemployed when I started and that makes things very, very difficult. One needs to have a steady source of income while learning and growing one's business. Otherwise it is a powerful system with great potential compensation and I would recommend it to anyone serious about starting a business who doesn't have a lot of capital or a million dollar idea.

Pros

Powerful "off the shelf" system.

Cons

You really need to know a fair sized group of people.

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Redundancy

Marketing (Current Employee) – Saint Petersburg, FL – January 4, 2016

A large company going through the midst of re-organization causing good people to be overlooked and the execution of planning without proper consideration.

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Sales of financial products

Registered Representative (Former Employee) – Johns Creek, GA – November 17, 2015

Sales of financial products to those you know and those you meet. You have to continue to do that as well as introduce others who may want a chance in the career.

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Offered the opportunity to run one's own business

Registered Representative (Former Employee) – Los Angeles, CA – September 7, 2015

A well established provider of life insurance and financial services. Responsible for identifying prospects and converting prospects into policyholders. Often relied on telemarketing and face-to-face contacts.

Pros

Flexible hours

Cons

Marketing at field level was somewhat weak.

Was this review helpful?Yes 15 No 4Report

Very engaging line of work with access to even upper management individuals who are ready and willing to assist you

Associate (Current Employee) – Lombard, IL – July 18, 2015

Although I have just started working for Transamerica, I already like the organizational culture and its incentives. Everyone always has a positive attitude and is willing to help each other out to achieve a common goal which is to help our customers make money, save money, and get out of debt. The most enjoyable part of the job is being able to help families that are struggling financially and see them prosper.

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Great place to work

Financial Adviser (Current Employee) – Pasadena, CA – June 14, 2015

Great management and a great place to work. The environment and the people are fun to work with and very upbeat. The home office staff and higher ups in management really understand what it takes to help us do our job and they make sure that we have the tools to get the job done right.

Pros

The best people

Cons

none

Was this review helpful?Yes 11 No 13Report

Excellent Financial Agency building Business

Financial Planning/Sales Field Trainer (Former Employee) – Oak Brook, IL – March 28, 2015

The great infrastructure is there for anyone with the willingness to work hard and learn. You can build something great here. Your success and failure is mostly in your hands.

Pros

great income potential, flexible hours and good work environment

Cons

It is all up to you with the help of the staff.

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Great Opportunity

Investment Advisor Representative (Current Employee) – Lexington, KY – January 26, 2015

There are a lot of choices for you to tailor your business to how you want to work.

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Financial Advisor Job

Financial Advisor (Former Employee) – San Diego, CA – December 17, 2014

As a financial advisor you are very much on your own. It is up to you to succeed with very little help. A typical day consists of making lots of phone calls to find clients, conducting meetings, etc.

Pros

unlimited earning potential, mostly independent work

Cons

commission pay, cold calls, inconsistent work

Was this review helpful?Yes 30 No 7Report

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