What are the responsibilities and job description for the Insurance Professional position at Transamerica Agency Network?
Company Description
Transamerica Agency Network is dedicated to linking wealth and health, helping individuals and families prepare for a secure financial future. By offering robust financial strategies and customer education, we empower clients to protect their loved ones, save for the future, and plan for retirement income. Representing some of the most recognized companies in the financial services industry, our affiliated associates collaborate with individuals, families, and businesses to promote long-term financial security. As a marketing group within Transamerica, we provide a wide variety of insurance products and services through trusted affiliate companies.
Role Description
This is a full-time on-site role for an Insurance Professional at our Bowie, MD location. Responsibilities include advising clients on insurance and financial products, providing excellent customer service, and identifying client needs to recommend tailored insurance and financial solutions. The role also involves maintaining up-to-date knowledge of insurance and finance regulations, establishing and nurturing client relationships, and collaborating within a team to meet organizational goals.
Qualifications
Transamerica Agency Network is dedicated to linking wealth and health, helping individuals and families prepare for a secure financial future. By offering robust financial strategies and customer education, we empower clients to protect their loved ones, save for the future, and plan for retirement income. Representing some of the most recognized companies in the financial services industry, our affiliated associates collaborate with individuals, families, and businesses to promote long-term financial security. As a marketing group within Transamerica, we provide a wide variety of insurance products and services through trusted affiliate companies.
Role Description
This is a full-time on-site role for an Insurance Professional at our Bowie, MD location. Responsibilities include advising clients on insurance and financial products, providing excellent customer service, and identifying client needs to recommend tailored insurance and financial solutions. The role also involves maintaining up-to-date knowledge of insurance and finance regulations, establishing and nurturing client relationships, and collaborating within a team to meet organizational goals.
Qualifications
- Proficiency in Insurance and Insurance Brokerage practices
- Sound knowledge in Finance and related financial products
- Strong Communication skills, including the ability to explain complex concepts clearly and effectively
- Exceptional Customer Service abilities to build and maintain client relationships
- Previous experience in the insurance or financial services industry is preferred
- Professional certification in insurance or finance is a plus
- Proven sales capabilities and goal-oriented mindset
- Ability to work on-site and effectively collaborate with team members in a professional environment