Insurance Representative

Transamerica Life Insurance Company Career Center; San Mateo (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Transamerica Life Insurance Company Career Center is seeking an Insurance Representative to write new quality business and provide ongoing service to policy owners. You will work to meet weekly and annual sales objectives, develop action plans, and manage marketing activities with supervision.

Qualifications include a high school diploma, 1–3 years of insurance sales experience, an active life and health insurance license, a valid driver's license, and the willingness to work evenings and

Qualifications

• Education – High school diploma required. An undergraduate college degree in a business-related field preferred.
• Years and type of experience: 1–3 years in an insurance sales environment preferred, but not required.
• Life and health insurance license is required.
• Valid driver’s license and dependable transportation.
• Establishes high goals and expectations; willing to commit to long hours to reach goals.

Responsibilities

• Sell insurance products to new quality business and existing policy owners.
• Meet weekly and annual objectives for submitted applications, placements, and persistency.
• Develop, implement, and monitor action plans aligned with company and personal objectives.
• Provide ongoing quality service to policy owners and pursue continued self-improvement.

Skills

Sales aptitude

Customer service

Time management

Education

High school diploma

Business-related bachelor’s degree preferred

Insurance license

Driver’s 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.