Client-Centric Insurance & Financial Planner

Transamerica Agency Network; Tampa (FL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Transamerica Agency Network in Tampa, FL, is seeking an Insurance Specialist for a full-time hybrid role, with partial work-from-home flexibility. You will meet with clients to assess insurance and financial needs, explain product options, and recommend solutions aligned with long-term goals.

The role emphasizes client education, proactive outreach, and building lasting relationships while ensuring compliance and accurate record-keeping. Licensing progress within state may be required.

Qualifications

• Insurance knowledge including life and related products.
• Foundational understanding of Finance, retirement planning, and risk concepts.
• Strong communication abilities with clear explanations and active listening.
• Customer service skills focused on trust, issue resolution, and long-term relationships.

Responsibilities

• Meet with clients to assess insurance and financial needs and explain product options.
• Prepare proposals and process applications in a timely, accurate manner.
• Maintain accurate client records and ensure regulatory compliance.
• Follow up with prospects and clients; respond to inquiries and provide ongoing support.
• Collaborate with team members and brokerage partners; participate in training and development.
• Place emphasis on customer education, relationship building, and proactive outreach.

Skills

Insurance knowledge

Finance & retirement planning

Communication skills

Customer service

Hybrid work adaptability

Licensing (state) or obtaining license

Job description

Transamerica Agency Network in Tampa, FL, is seeking an Insurance Specialist for a full-time hybrid role, with partial work-from-home flexibility. You will meet with clients to assess insurance and financial needs, explain product options, and recommend solutions aligned with long-term goals.

The role emphasizes client education, proactive outreach, and building lasting relationships while ensuring compliance and accurate record-keeping. Licensing progress within state may be required.