Insurance Sales Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Transamerica Agency Network ยท 1 day 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

Insurance SalesHealth Insurance knowledgeCustomer ServiceCommunication skillsFinancial services experienceSales experienceConsulting experienceHybrid work adaptabilityLicensure willingnessProblem-solvingTeamworkGoal-oriented mindset

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

twitter
company-logo
At Transamerica Agency Network, we believe that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Alvin Leaks
Affiliated Partner
linkedin
leader-logo
Armita K.
Managing Partner
linkedin
Company data provided by crunchbase