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