Transamerica Agency Network ยท 22 hours ago
Insurance Sales Specialist
Transamerica Agency Network focuses on the integration of health and wealth, supporting clients in preparing for their financial futures. The Insurance Sales Specialist will identify client needs to offer tailored insurance products, engage with clients, foster relationships, and achieve sales targets.
Financial Services
Responsibilities
Identifying client needs to offer tailored insurance products such as life insurance and health insurance
Engaging with clients and fostering relationships
Providing exceptional customer service
Developing financial strategies and achieving sales targets
Collaborating with colleagues and leveraging available resources to generate and cultivate leads
Qualification
Required
Experience in Insurance Sales, Insurance, and Insurance Brokerage
Knowledge and understanding of Health Insurance products and services
Strong focus on Customer Service and relationship management skills
Effective communication, problem-solving abilities, and a goal-oriented mindset
Proven ability to work independently and as part of a team in a hybrid work environment
Preferred
Licensure in relevant insurance areas is a plus or willingness to obtain appropriate licenses
Prior experience in financial services, sales, or consulting is advantageous
Company
Transamerica Agency Network
At Transamerica Agency Network, we believe that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.