Insurance Representative

Transamerica Life Insurance Company Career Center; Bellevue (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Transamerica Life Insurance Company Career Center seeks an Insurance Representative to drive new life and health business while maintaining quality service for policy owners. The role requires meeting sales objectives and developing plans with supervision, with evening and weekend hours as needed.

The position emphasizes selling as the primary duty, supported by ongoing client service and self-improvement efforts to grow the agency’s net premium and persistency.

Qualifications

• Education: High school diploma required; undergraduate degree preferred.
• 1–3 years experience in insurance sales preferred.
• Life and health insurance license required.
• Valid driver’s license and dependable transportation.

Responsibilities

• Sell life and health insurance and write new quality business.
• Provide ongoing quality service to policy owners.
• Meet weekly and annual objectives for submissions and placements.
• Develop and implement action plans with supervisor aligned to objectives.
• Work evenings and weekends as needed to achieve goals.

Education

High school diploma

Undergraduate college degree in business-related field

Life and health insurance license

Job description

The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality service to policy owners in accordance with the Insurance Representative’s Agreement and maintaining a program of continuous self-improvement. The primary aspect of the Insurance Representative position is to sell. All other functions, particularly policy owner services, provide the opportunities to increase sales activity.

The Representative reports directly to a Managing Representative, Associate Director or Managing Director and is expected to meet weekly and annual objectives agreed upon with his/her immediate supervisor for the number of submitted life & health applications, life and health placements, life & health annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), first year and renewal persistency, first year and renewal lapse limits and all other required annual objectives. The Representative, with his/her immediate supervisor’s approval, is responsible for the creation, development and implementation of action plans that are consistent with Company and personal objectives. In order to accomplish these goals, the Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

The Representative will establish annual individualized objectives on the Representative’s Marketing Plan. He/she will create, develop and implement the methods/activities/action plans necessary to achieve the annual objectives. The Representative will participate in an individual Action Planning Conference (APC) with his/her direct supervisor on a regular basis for the purpose of meeting the individual’s activity, sales, service and training goals established in the Representative’s Marketing Plan.

The Representative is expected to perform at levels that will result in net premium growth on the agency to which he/she is assigned.

Qualifications

Education – High school diploma required. An undergraduate college degree, in a business-related field (i.e., marketing, business administration, management, etc.) preferred.

Years and type of experience required/preferred – One to 3 years of experience in an insurance sales environment preferred, but not required.

Life and health insurance license is required.

Valid driver’s license and dependable/reliable transportation.

Establishes high goals and expectations. Able to start and persist with specific courses of action while exhibiting high motivation and a sense of urgency; willing to commit to long hours of work and make personal sacrifice in order to reach goals. Conducts oneself and communicates in a professional manner.