Insurance Sales Representative jobs in United States
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Transamerica Financial Advisors, Inc. · 3 days ago

Insurance Sales Representative

Transamerica Financial Advisors, LLC. is a full-service, independent Broker/Dealer and Registered Investment Advisor with decades of experience. They are seeking an Insurance Sales Representative responsible for selling insurance products and providing excellent customer service to meet client needs.

AdviceConsultingFinancial Services

Responsibilities

Selling insurance products
Providing excellent customer service to meet client needs
Developing sales strategies
Assisting clients in identifying appropriate insurance coverage
Maintaining client records
Handling inquiries professionally
Building and maintaining client relationships to achieve sales targets
Ensuring customer satisfaction

Qualification

Insurance SalesCustomer ServiceClient Relationship ManagementSales ProcessesInterpersonal SkillsCommunication SkillsBachelor’s DegreeInsurance CertificationGoal-oriented

Required

Proficiency in Insurance Sales and general Sales processes
Knowledge and experience in Insurance and Insurance Brokerage
Excellence in Customer Service and client relationship management
Strong interpersonal and communication skills to engage with clients effectively
Ability to work in a goal-oriented environment and meet or exceed sales targets
Relevant licenses such as insurance certification or ability to obtain one as required

Preferred

Prior experience in the insurance industry is preferred but not mandatory
Bachelor's degree in Business, Finance, or a related field is a plus

Company

Transamerica Financial Advisors, Inc.

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Funding

Current Stage
Growth Stage

Leadership Team

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Kishore Tubati
CEO
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Brian Beitzel
Chief Financial Officer
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Company data provided by crunchbase