Transamerica Agency Network · 18 hours ago
Career Agent
Schaumburg, IL
Full-time
Onsite
New Grad, Entry LevelTransamerica Agency Network is dedicated to helping individuals, families, and businesses build secure financial futures. As a Career Agent, you will work closely with clients to assess their financial needs and provide personalized financial strategies while delivering exceptional customer service.
Financial Services
Hiring Manager
Richard Bashou
Responsibilities
Work closely with individuals, families, and businesses to assess their financial needs
Provide personalized financial strategies and deliver exceptional customer service
Actively educate clients on financial products and solutions
Manage client relationships and help them work toward long-term goals of wealth management, insurance, and retirement planning
Qualification
Required
Strong interpersonal and communication skills to build lasting relationships with individuals, families, and businesses
Sales acumen with the ability to promote and recommend financial products and services
Skills in planning, organization, and time management to manage various clients and priorities effectively
Ability to educate clients and explain complex financial concepts in an accessible and relatable way
Proactive approach to meeting and exceeding performance goals
Licensing, or willingness to obtain applicable state insurance licenses
Preferred
Knowledge of financial strategies, insurance products, or previous experience in financial services
Company
Transamerica Agency Network
At Transamerica Agency Network, we believe that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.
Founded in 2011
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Alvin Leaks
Affiliated Partner
Armita K.
Managing Partner
Company data provided by crunchbase