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Transamerica

Part of Aegon

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Great Company - Investment Advisor Representative Transamerica Employee Review

5.0
8 Oct 2025
Recommend
CEO approval
Business outlook

Pros

Excellent training and mentorship for new advisors, especially those passionate about financial education. Strong product lineup through reputable carriers like Transamerica, Nationwide, and Franklin Templeton. Entrepreneurial structure allows unlimited income potential and flexible hours. Supportive and collaborative team culture that emphasizes personal development. Opportunities to build your own business and leadership team over time.

Cons

Commission-based pay may be challenging for those seeking immediate or guaranteed income. Success depends heavily on self-discipline, networking, and consistent effort. Licensing and compliance processes can be time-consuming for new advisors. Learning curve for new financial professionals can be steep without prior experience.

Explore other reviews about Transamerica

5.0
18 Mar 2026
Recommend
CEO approval
Business outlook

Pros

- PTO - Benefits - Work Environment - Pay

Cons

- Org changes are frequent

2.0
5 Jun 2026
Recommend
CEO approval
Business outlook

Pros

great account management team. Great bosses. pension. decent benefits. managers allow flexibility.

Cons

the account managers are the only ones held accountable. other departments don't answer emails for weeks, don't do their jobs and no one in upper management cares. directly effects account managers so you get yelled at by clients and brokers a lot. don't get paid enough to do the job of the account manager and take on the other departments work.

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