What are the responsibilities and job description for the Insurance Professional position at Transamerica Agency Network?
Company Description
Transamerica Agency Network believes in the connection between financial well-being and healthy living, with a mission to empower clients to enhance their quality of life. The company helps individuals, families, and businesses save for the future, protect loved ones, and secure income in retirement through personalized financial strategies. Representing prominent companies in the financial services industry, Transamerica Agency Network offers a diverse range of products and services aimed at ensuring lifetime financial security for families. As a marketing group within Transamerica, insurance products are sold through United Financial Services, Inc. and affiliated Transamerica companies.
Role Description
This is a full-time, on-site position as an Insurance Professional located in Bowie, MD. The role involves providing tailored financial and insurance-related advice to clients, addressing their needs, and helping them secure their future. Responsibilities include guiding clients in choosing appropriate insurance and financial products, delivering exceptional customer service, and conducting brokerage activities. The role also involves actively engaging with individuals, families, and businesses to develop and implement client-centric solutions.
Qualifications
Transamerica Agency Network believes in the connection between financial well-being and healthy living, with a mission to empower clients to enhance their quality of life. The company helps individuals, families, and businesses save for the future, protect loved ones, and secure income in retirement through personalized financial strategies. Representing prominent companies in the financial services industry, Transamerica Agency Network offers a diverse range of products and services aimed at ensuring lifetime financial security for families. As a marketing group within Transamerica, insurance products are sold through United Financial Services, Inc. and affiliated Transamerica companies.
Role Description
This is a full-time, on-site position as an Insurance Professional located in Bowie, MD. The role involves providing tailored financial and insurance-related advice to clients, addressing their needs, and helping them secure their future. Responsibilities include guiding clients in choosing appropriate insurance and financial products, delivering exceptional customer service, and conducting brokerage activities. The role also involves actively engaging with individuals, families, and businesses to develop and implement client-centric solutions.
Qualifications
- 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
- Licensing for insurance sales in applicable states (preferred)
- Motivation to deliver tailored financial solutions and positively impact lives