What are the responsibilities and job description for the Life Insurance Sales Representative position at Transamerica?
Transamerica focuses on helping individuals and organizations navigate the opportunities and challenges of longer lifespans. By providing financial guidance and resources, we empower clients and employees to plan for a fulfilling, multi-stage life. Transamerica collaborates with financial professionals, brokers, agents, advisors, and employers to support individuals in pursuing their ideal life goals. With a mission centered on enabling people to live their best lives, Transamerica is a trusted partner in financial planning and security.
This is a full-time, on-site role for a Life Insurance Sales Representative based in Reading, PA. The representative will be responsible for identifying potential clients, presenting life insurance options, and customizing plans to meet client needs. Responsibilities include maintaining strong client relationships, staying updated on the latest insurance and financial products, and effectively communicating policy details. The role also involves collaboration with clients to assess risks and provide tailored insurance solutions.
- Proficiency in Insurance Sales and Sales techniques, with the ability to effectively present and close deals
- Knowledge of Insurance products and Insurance Brokerage processes
- Excellent Customer Service skills with a focus on building and maintaining client relationships
- Strong communication, problem-solving, and organizational skills
- Ability to understand and explain complex financial and insurance concepts
- Relevant experience in life insurance or financial services preferred
- Bachelor’s degree or equivalent experience in business, finance, or a related field is a plus
- Licensing for selling insurance products, or willingness to obtain required licenses