What are the responsibilities and job description for the Insurance Sales Specialist position at Transamerica Agency Network?
Company Description
Transamerica Agency Network is committed to helping individuals, families, and businesses build a secure financial future by combining Wealth Health solutions. As part of the Transamerica group, we offer a wide range of financial products and services, including insurance, retirement planning, and financial education. By empowering clients to enhance their financial well-being and overall quality of life, we strive to make a lasting positive impact. Our team represents some of the most recognized names in the financial services industry, working to provide tailored strategies and support for every client’s unique needs.
Role Description
The Insurance Sales Specialist is a full-time hybrid role, based in Tampa, FL, with opportunities for remote work. The role involves identifying client needs and offering tailored insurance solutions, building lasting relationships, and helping clients achieve financial security. Daily tasks include selling insurance products, providing informed recommendations, delivering superior customer service, and staying updated on industry changes to ensure clients receive the best guidance possible.
Qualifications
- Proven experience in Insurance Sales and expertise in Health Insurance products
- Skills in Customer Service and strong relationship-building abilities
- Familiarity with Insurance Brokerage and general insurance-related operations
- Ability to effectively communicate and educate clients about insurance policies and tailored solutions
- Strong interpersonal and negotiation skills, with a customer-focused mindset
- Bachelor's degree in business, finance, or a related field is preferred
- Licensure in insurance sales is required or willingness to obtain it in a specified timeframe
- Experience in the financial services industry is a plus