Financial Services Representative jobs in United States
cer-icon
Apply on Employer Site
company-logo

Transamerica Agency Network · 11 hours ago

Financial Services Representative

Transamerica Agency Network is an organization that values innovation, social impact, and personal development. They are seeking a Financial Services Representative to provide essential financial services and help clients achieve their retirement goals while developing and maintaining client relationships.

Financial Services
Hiring Manager
Leonard Habinowski
linkedin

Responsibilities

Be a Transamerica brand ambassador, using innovative solutions to meet client needs
Develop and maintain client relationships through effective and personalized services
Achieve set goals in business generation, client retention, and financial product placements
Craft and implement strategic action plans for personal and professional growth
Participate in regular developmental meetings and trainings to align your goals with company objectives

Qualification

LifeHealth insurance licenseInsurance sales experienceHigh ambitionProfessionalismCommitment to learningSelf-starter

Required

High school diploma or GED required
Life and health insurance license is required
Valid driver's license and reliable transportation
A self-starter with high ambition, professionalism, and a commitment to continuous learning

Preferred

3 years of experience in an insurance sales environment preferred, but not required
A passion for making a positive impact in the community

Benefits

Competitive Compensation: Attractive compensation package, performance bonuses, and comprehensive benefits for eligible employees.
Work-Life Balance: Enjoy flexible scheduling options to balance your professional and personal life.
Growth Opportunities: Continuous learning and development opportunities to advance your career.

Company

Transamerica Agency Network

twitter
company-logo
At Transamerica Agency Network, we believe that Wealth + Health are inextricably linked, and that living well tomorrow starts with the habits we form today.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Alvin Leaks
Affiliated Partner
linkedin
leader-logo
Armita K.
Managing Partner
linkedin
Company data provided by crunchbase