What are the responsibilities and job description for the Insurance Representative position at Transamerica Agency Network?
Transamerica Agency Network is dedicated to the philosophy that Wealth and Health are interconnected, helping individuals foster habits today for a better tomorrow. We empower clients to add longevity and quality to their lives by offering strategies for savings, preparing for future needs, and ensuring financial security. Representing renowned companies, our Affiliated Associates work with individuals, families, and businesses to build a stronger financial future through education and tailored financial solutions. As part of Transamerica, we provide diverse insurance and financial products to support financial well-being and lifetime security.
This is a full-time hybrid role for an Insurance Representative based in Orlando, FL, with the flexibility to work from home part-time. The Insurance Representative will assist clients in achieving financial security through tailored insurance and financial strategies. Responsibilities include consulting with clients, selling insurance products, providing financial advice, maintaining client relationships, and ensuring exceptional customer service. Representatives are expected to cultivate new business opportunities and manage portfolios of insurance and financial products.
- Proficiency in Insurance, Insurance Sales, and Insurance Brokerage
- Understanding of Finance and financial strategies
- Strong Customer Service skills with a client-focused approach
- Excellent communication and interpersonal abilities
- Proactive problem-solving and organizational skills
- Experience in financial services or insurance industry is a plus
- A state insurance license or willingness to obtain one