Financial Sales Professional

Transamerica Agency Network; Mount Laurel Township (NJ); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Transamerica Agency Network, based in Mt. Laurel, NJ, is hiring a full-time Financial Sales Professional for a hybrid role.

You will meet with individuals, families, and business clients to assess financial needs, explain concepts, and tailor insurance and investment solutions. You will build and manage a client portfolio, conduct outreach, and develop personalized strategies focused on retirement income and wealth protection.

Qualifications

• Strong client relationship and communication skills to educate clients clearly.
• Sales and business development ability: prospecting, networking, pipeline management.
• Analytical and planning skills for financial needs assessment and strategy creation.
• Organizational and time-management skills for meetings, follow-ups, and documentation.
• Relevant licenses (life, health, securities) or willingness to obtain them.

Responsibilities

• Meet with individuals, families, and business clients to assess financial needs.
• Explain financial concepts and recommend appropriate insurance and investment solutions.
• Build and manage a client portfolio with outreach and follow-up.
• Create personalized financial strategies supporting long-term goals.
• Stay current on product offerings and industry trends; participate in training.
• Collaborate with team members to deliver a consistent, client-focused experience.

Skills

Client relationship

Sales & business development

Analytical planning

Organizational / time management

Licenses / willingness to obtain

Education

Associate or Bachelor's degree in business/finance

Job description

Company Description

Transamerica Agency Network is part of Transamerica and focuses on the connection between wealth and health, helping clients build habits today that support a better life tomorrow. The organization works with individuals, families, and businesses to save for the future, protect loved ones, and retire with income through education and tailored financial strategies. Representing some of the most recognized companies in the financial services industry, Transamerica Agency Network offers a wide array of products and services designed to support long-term financial security. Insurance products are delivered through United Financial Services, Inc. and affiliated Transamerica companies, providing clients with trusted, comprehensive solutions.

Role Description

This full-time Financial Sales Professional role is a hybrid position based in Mt. Laurel, NJ. Day-to-day tasks include meeting with individuals, families, and business clients to assess their financial needs, explaining financial concepts, and recommending appropriate insurance and investment solutions. The role involves building and managing a client portfolio, conducting outreach and follow-up, and creating personalized financial strategies that support long-term goals such as retirement income, wealth protection, and savings plans. The Financial Sales Professional will also participate in training, stay current on product offerings and industry trends, and collaborate with team members to deliver a consistent, client-focused experience.

Qualifications

• Strong client relationship and communication skills, including the ability to educate clients and explain complex financial concepts clearly.
• Sales and business development skills, such as prospecting, networking, and maintaining a pipeline of potential clients.
• Analytical and planning abilities for assessing financial needs, creating strategies, and recommending tailored solutions.
• Organizational and time management skills to balance client meetings, follow-ups, documentation, and ongoing learning.
• Prior experience in financial services, insurance, or related fields is beneficial; relevant licenses (e.g., life and health insurance, securities) or willingness to obtain them are preferred.
• High ethical standards, professional demeanor, and commitment to providing non-discriminatory, client-centered advice.
• Associate or bachelor’s degree in business, finance, economics, or a related discipline is helpful but not required for all candidates.