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&rsqu…
Job Family IT - Business Analysis About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a divers…
Skills: Business Process Analysis, Needs Assessment, Business Process Modeling, Requirements Elicitation, Technical Project Management
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from Home)
United States · Remote Solely
$70k–$95k/yr
Entry level
Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workfo…
Job Family Underwriting About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforc…
Skills: Life Underwriting, Health Underwriting, Risk Assessment, Financial Analysis, AWD System
Job Family Sales Support / Operations About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a di…
Skills: Customer Service, Communication Skills, Attention To Detail, Time Management, Problem Solving
Job Family Corporate Development, Strategy and Sustainability About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of levera…
Skills: Strategic Planning, Project Management, Business Analysis, Relationship Building, Communication
Job Family IT - Development About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse work…
Lead Specialist, Financial Analysis - Enterprise Technology
Denver, Colorado, United States · Hybrid
$130k–$165k/yr
Senior+
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse wor…
Job Family IT - Development About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse work…
Job Family Operational Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse work…
Skills: Operational Risk Management, Internal Controls, Risk Assessment, Process Design, Root Cause Analysis
Job Family Customer Service About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse work…
Skills: Team Leadership, Performance Coaching, Financial Services, Customer Service, Problem Solving
Job Family Operational Risk About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse work…
Skills: Operational Risk Management, Internal Controls, Risk Assessment, Process Design, Root Cause Analysis
Job Family Marketing - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse w…
Job Family Operations - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse …
Skills: Bilingual English/French, Compensation Analysis, Data Reconciliation, Spreadsheet Proficiency, MS Office
Strategic Business Planning Manager - Life Production Support (Hybrid)
Denver, Colorado, United States · Hybrid
$104k–$120k/yr
Senior
Job Family Corporate Development, Strategy and Sustainability About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of levera…
Skills: Strategic Planning, Project Management, Strategic Roadmap Development, Data Analysis, Root Cause Analysis
Lead Financial Analyst - Private Credit Operations
Cedar Rapids, Iowa, United States · On-site
$97k–$129k/yr
Senior
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse wor…
Skills: Financial Analysis, Accounting, Financial Reporting, Data Analysis, Forecasting
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse wor…
Skills: Financial Analysis, Accounting, Financial Reporting, Data Analysis, Financial Modeling
Retirement Plan Specialist I (Financial Advisor/401k Participants) (Work from home)
United States · Remote Solely
$70k–$95k/yr
Entry level
Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workfo…
Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse wor…
Skills: Financial Analysis, Accounting, Financial Reporting, Data Analysis, Financial Modeling
Job Family Operations - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse …
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
high school, bachelor degree
Posted 17h ago
~40 hrs/week
Responsibilities
The Insurance Representative is responsible for selling new life and health insurance policies while providing ongoing service to existing policyholders. They must meet specific weekly and annual sales objectives and implement action plans to achieve net premium growth.
Requirements
Candidates must hold a valid life and health insurance license and possess a high school diploma, with a business-related undergraduate degree preferred. One to three years of experience in an insurance sales environment is preferred, along with reliable transportation.
Full 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.
Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them pursue the freedom to live the life they want. Transamerica. Live your best life.
Securities distributed by Transamerica Capital, Inc.
Social terms: https://www.transamerica.com/social-media-guidelines
Offices: Baltimore, Maryland 21202, US · Cedar Rapids, Iowa 52499, US · Chicago, IL 60601, US
InsuranceInvestmentsand RetirementImpact InvestingInsuranceFinancial ServicesCustomer Service
Longer lifespans are changing the way we exist. Instead of the traditional stages of learn, work, and retire, we now have the potential for a more fulfilling, multi-stage life. With this opportunity comes the need to plan for it. We enable financial professionals, brokers, agents, advisors, and employers to energize clients and employees to seize the possibilities longevity brings. So, no matter where someone is on their journey, we can help them pursue the freedom to live the life they want. Transamerica. Live your best life.
Securities distributed by Transamerica Capital, Inc.
Social terms: https://www.transamerica.com/social-media-guidelines
Offices: Baltimore, Maryland 21202, US · Cedar Rapids, Iowa 52499, US · Chicago, IL 60601, US
InsuranceInvestmentsand RetirementImpact InvestingInsuranceFinancial ServicesCustomer Service