Insurance Representative

Transamerica Life Insurance Company Career Center; Sugar Land (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Transamerica Life Insurance Company Career Center seeks an Insurance Representative primarily focused on selling life and health insurance products while providing ongoing service to policy owners.

Role requires establishing annual objectives with supervision, conducting sales interviews, and achieving growth targets. A life and health insurance license and a valid driver’s license are required, with potential evening and weekend work as part of the schedule.

Qualifications

• High school diploma required.
• Bachelor’s degree in business-related field preferred.
• 1–3 years of experience in insurance sales preferred but not required.
• Life and health insurance license is required.
• Valid driver’s license and dependable transportation.

Responsibilities

• Sell life and health insurance products to new and existing clients.
• Provide ongoing quality service to policy owners.
• Develop annual objectives and action plans with supervisor.
• Work evenings and weekends as needed to meet sales targets.
• Aim for net premium growth on the agency assignment.

Skills

Sales

Goal-oriented

Professional communication

Education

High school diploma

Bachelor’s degree in business-related field

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.