What are the responsibilities and job description for the Life Insurance Agent position at Transamerica?
Company Description Transamerica is a financial services company focused on helping people plan for longer, more dynamic lives by supporting them at every stage of their financial journey. The company partners with financial professionals, brokers, agents, advisors, and employers to provide solutions that enable clients to pursue the freedom to live the life they want. Transamerica offers a range of investment and insurance products, including securities distributed by Transamerica Capital, Inc. The organization emphasizes responsible communication and engagement, guided by its social media guidelines, and promotes a culture that encourages individuals to “live your best life.”
Role Description The Life Insurance Agent role at Transamerica is a full-time, hybrid position based in Pikeville, KY, with flexibility for some work from home. In this role, the agent will meet with prospective and existing clients to assess their needs and recommend suitable life insurance and related financial protection products. Daily activities include generating leads, conducting consultations, presenting policy options, completing applications, and following up to ensure client satisfaction and retention. The agent will collaborate with internal teams and brokerage partners, stay informed about product offerings and industry regulations, and maintain accurate records in compliance with company standards. Success in this position involves building long-term relationships, providing excellent customer service, and contributing to the growth of Transamerica’s local market presence.
Qualifications
- Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively advise clients and support policy placement.
- Candidates should possess foundational Finance and Insurance knowledge to explain product features, pricing, and long-term implications clearly.
- Candidates should possess strong Customer Service skills to build trust, respond promptly to inquiries, and maintain ongoing client relationships.
- Active or attainable state life insurance license in Kentucky, with a clean regulatory record.
- Strong communication, interpersonal, and presentation abilities, with comfort speaking to individuals and small groups.
- Self-motivated and goal-oriented, with the ability to manage time, prioritize tasks, and work effectively in a hybrid environment.
- prior experience in financial services or sales is preferred.
- High school diploma or equivalent required; college coursework or degree in business, finance, or a related field is a plus.