Hybrid Life Insurance Advisor: Client-Centric Growth

Transamerica Agency Network; Hagerstown (MD); Hybrid; USD 40,000 - 80,000; Full time

Job summary

Transamerica Agency Network in Maryland seeks a full-time Life Insurance Agent to meet with individuals, families, and businesses to assess protection needs and propose life insurance solutions. This hybrid role includes in-person client meetings in Hagerstown and remote follow-up.

You will prospect new clients, conduct consultations, prepare proposals, and guide clients through applications and policy reviews, while staying current on industry trends and compliance to provide accurate guidance.

Qualifications

• Licensing in life and health insurance or ability to obtain within timeframe.
• Strong communication, presentation, and interpersonal skills.
• Self-motivated, goal-oriented with ability to manage time independently.
• Hybrid work setup with in-person meetings in Hagerstown, MD and remote follow-up.
• Experience in sales, financial services, or insurance preferred but not required.
• Ability to develop and manage a client base in insurance and finance.
• Knowledge of industry trends and compliance requirements.

Responsibilities

• Prospect for new clients and conduct consultations.
• Prepare proposals and assist with applications and policy reviews.
• Deliver ongoing customer service and update coverage as needed.
• Support clients through life changes and claims inquiries.
• Stay informed on industry trends and compliance.

Skills

Insurance Sales

Insurance Brokerage

Customer Service

Communication Skills

Time Management

Education

State life and health insurance licensing

Job description

Transamerica Agency Network in Maryland seeks a full-time Life Insurance Agent to meet with individuals, families, and businesses to assess protection needs and propose life insurance solutions. This hybrid role includes in-person client meetings in Hagerstown and remote follow-up.

You will prospect new clients, conduct consultations, prepare proposals, and guide clients through applications and policy reviews, while staying current on industry trends and compliance to provide accurate guidance.