What are the responsibilities and job description for the Financial Services Representative position at Transamerica - Lieb Financial Group?
Help people live their best lives. Build yours, too.
Everyone deserves the chance to live their best life. As a Financial Services Representative with Transamerica Agency Network, you'll help make that happen for people in your community. You'll be there in the moments that count, helping families protect what matters most and work toward the retirement they've pictured.
And you'll do it with a company that's served everyday Americans for over a century, and keeps evolving to meet what people need today.
What you'll get
- Work that matters. Help people build financial security and plan with confidence for the future they want.
- Flexibility. Choose from flexible scheduling options that make room for both your career and your life.
- Room to grow. Keep learning through ongoing training and development that helps you reach your next goal.
- Competitive rewards. Earn a competitive compensation package with performance bonuses, plus comprehensive benefits for eligible employees.
- Tools that help. Use lead generation and client management technology to find the people you can help and stay connected to them.
- A team behind you. Work in a culture built on teamwork and open communication.
What you'll do
- Represent Transamerica in your community, and find solutions that fit what each client needs.
- Get to know your clients, and build lasting relationships with personal, responsive service.
- Reach your goals for new business, client retention, and financial products placed.
- Map out your own action plan for professional and personal growth.
- Join regular development meetings and trainings that connect your goals to ours.
What you'll bring
- A high school diploma or GED
- A life and health insurance license
- A valid driver's license and reliable transportation
- A drive to make a positive difference where you live
- The initiative, ambition, and professionalism of a self-starter who loves to learn
Three years of insurance sales experience helps, but it's not required. If you have the drive and the license, we want to hear from you.
Ready to start?
At Transamerica Agency Network, what you do every day supports your goals and your community. Apply today and join a team that's helping people live their best lives.