An insurance agent at Transamerica acts as a financial professional who helps clients secure their financial futures by offering a comprehensive suite of life insurance, retirement and investment products.
Agent will need strong client acquisition skills: Prospect and build a consistent pipeline of new individual or business clients
Review client finances to identify gaps in insurance or retirement and recommend appropriate term, whole life and indexed universal life insurance policies as well as annuities.
Skills: Strong entrepreneurial mindset, self-discipline, work ethic, and excellent interpersonal communication skills.
Hold or actively pursue the Indiana Life and Health license.
Transamerica is a major financial services company offering life insurance, retirement planning and investment solutions to over 10 million customers.