Insurance Professional jobs in United States
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Transamerica Agency Network · 1 day ago

Insurance Professional

Transamerica Agency Network is dedicated to enhancing the financial well-being of its clients through personalized strategies. The Insurance Professional role involves providing tailored financial and insurance-related advice, guiding clients in selecting appropriate products, and delivering exceptional customer service.

Financial Services
Hiring Manager
Tyrone Chaplin, RICP®
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Responsibilities

Providing tailored financial and insurance-related advice to clients
Addressing client needs and helping them secure their future
Guiding clients in choosing appropriate insurance and financial products
Delivering exceptional customer service
Conducting brokerage activities
Actively engaging with individuals, families, and businesses to develop and implement client-centric solutions

Qualification

Insurance BrokerageFinancial StrategiesCustomer ServiceCommunication SkillsInsurance Sales LicensingRelationship BuildingMotivation

Required

Knowledge and experience in Insurance and Insurance Brokerage
Background in Finance and understanding of financial strategies
Strong Customer Service and Communication skills
Ability to build relationships and maintain client trust
Motivation to deliver tailored financial solutions and positively impact lives

Preferred

Licensing for insurance sales in applicable states

Company

Transamerica Agency Network

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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

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Alvin Leaks
Affiliated Partner
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Armita K.
Managing Partner
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Company data provided by crunchbase