Insurance Representative jobs in United States
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Transamerica Agency Network · 7 hours ago

Insurance Representative

Transamerica Agency Network focuses on improving lives by addressing the connection between Wealth and Health. They are seeking an Insurance Representative to support clients by educating them about insurance and financial products, developing customized solutions, and ensuring compliance with regulations.

Financial Services
Hiring Manager
Awie Fofana, MS, MDRT
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Responsibilities

Building relationships with clients
Providing exceptional customer service
Supporting insurance sales efforts
Ensuring compliance with regulations and company policies
Collaborating with internal teams
Staying informed about industry trends and product offerings

Qualification

Insurance SalesFinance principlesCustomer ServiceInsurance BrokerageFinancial planning strategiesClient-focused experienceSales-driven environmentClient relationship buildingBachelor’s degreeInsurance licenseCommunication skillsInterpersonal skillsSelf-motivated approach

Required

Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
Knowledge of Finance principles and financial planning strategies
Strong Customer Service abilities, including excellent communication and interpersonal skills
Experience in a client-focused or sales-driven environment
Ability to work in a hybrid environment with a self-motivated approach
Proven ability to build and maintain strong client relationships
Insurance license or willingness to obtain it, as required

Preferred

Bachelor's degree in a related field or equivalent professional experience is a plus

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