What are the responsibilities and job description for the Insurance Representatives position at Transamerica Agency Network?
Transamerica Agency Network believes in the connection between wealth and health, emphasizing that preparing for the future starts with the actions we take today. As part of the Transamerica family, we represent leading companies in the financial services industry to help individuals, families, and businesses secure a brighter financial future. Our focus is on educating clients and creating tailored financial strategies to help protect loved ones, save for the future, and retire with confidence. Through a wide range of insurance products and financial services, we work to provide lifelong financial security for our clients.
This is a full-time hybrid role for an Insurance Representative, based in Allentown, PA, with some opportunities for remote work. The Insurance Representative will develop client relationships, offer guidance on financial strategies, and sell insurance products to meet their needs. Day-to-day responsibilities include identifying potential clients, explaining insurance options, managing policies, and assisting clients with their questions. The role also involves working collaboratively with team members and maintaining up-to-date knowledge of industry trends and regulations.
- Strong expertise in Insurance Sales, Insurance, and Insurance Brokerage
- Familiarity with Finance principles and strategic financial planning
- Excellent Customer Service skills with a client-focused approach
- Effective communication and interpersonal skills
- Ability to work independently and within a team
- Experience in the financial or insurance industry is an advantage
- Licensing in relevant insurance products or willingness to obtain required licenses