Insurance Representative
Not Disclosed•Full-TimeOn-site
location_on108, Hay Street, Fayetteville, Cumberland County, North Carolina, 28301, United States
About the Role
The Insurance Representative is a sales-driven position focused on writing new quality business and conserving existing relationships. While the primary aspect of the role is selling, all other functions, particularly policy owner services, serve as opportunities to increase sales activity. Representatives are expected to provide ongoing quality service to policy owners in accordance with the Insurance Representative's Agreement while maintaining a program of continuous self-improvement.
How You Will Succeed
Reporting directly to a Managing Representative, Associate Director, or Managing Director, you will be responsible for meeting weekly and annual objectives agreed upon with your immediate supervisor. These goals include metrics such as submitted life & health applications, placements, annualized controllable increase, Personal Financial Planning (PFP) sales interviews, Quality Life Check-ups (QLCs), and persistency rates. To achieve these targets, you will create, develop, and implement action plans consistent with both company and personal objectives.
Success in this role requires the ability to work without close supervision and a willingness to work evening hours and weekends. You will establish annual individualized objectives on your Marketing Plan and participate in regular Action Planning Conferences (APC) with your direct supervisor to review activity, sales, service, and training goals. Ultimately, your performance is expected to result in net premium growth for the agency to which you are assigned.
Culture & Expectations
We are looking for individuals who establish high goals and expectations. You must be able to persist with specific courses of action while exhibiting high motivation and a sense of urgency. This role demands a commitment to long hours and the willingness to make personal sacrifices to reach goals. Throughout your tenure, you are expected to conduct yourself and communicate in a professional manner.
Work location
Work model: On-site
108, Hay Street, Fayetteville, Cumberland County, North Carolina, 28301, United States
Fayetteville, North Carolina
Key Responsibilities
- check_circleConserv existing insurance business and policy owners
- check_circleConduct Personal Financial Planning sales interviews
- check_circleCreate and implement action plans to meet sales objectives
- check_circleEstablish annual individualized objectives on the Marketing Plan
- check_circleAchieve net premium growth targets for the assigned agency
- check_circleWrite new quality life and health insurance business
- check_circlePerform Quality Life Check-ups for clients
- check_circleParticipate in Action Planning Conferences with supervisors
Requirements
- verifiedHigh school diploma required
- verifiedLife and health insurance license required
- verifiedValid driver's license
- verifiedDependable/reliable transportation
Nice to Have
An undergraduate college degree in a business-related field (e.g., marketing, business administration, management). One to 3 years of experience in an insurance sales environment.
Similar Job Opportunities
Skills, education and keywords
Skills: Life And Health Insurance License, Valid Driver's License, Marketing, Business Administration, Management, Insurance Sales.
Education: High school diploma required; Undergraduate college degree in business-related field preferred.
Frequently asked questions about Insurance Representative at Transamerica
What does a Insurance Representative at Transamerica do?expand_more
Day-to-day, the Insurance Representative at Transamerica will conserv existing insurance business and policy owners; conduct personal financial planning sales interviews; create and implement action plans to meet sales objectives; and establish annual individualized objectives on the marketing plan.
What are the requirements for this Insurance Representative role?expand_more
To qualify for the Insurance Representative at Transamerica position, applicants should have: High school diploma required; Life and health insurance license required; Valid driver's license; and Dependable/reliable transportation.
Where is the Insurance Representative role at Transamerica located?expand_more
Insurance Representative at Transamerica is based in 108, Hay Street, Fayetteville, Cumberland County, North Carolina, 28301, United States. This is a on-site role.
Is this Insurance Representative job remote, hybrid, or on-site?expand_more
Transamerica has listed this Insurance Representative role as on-site.
How much experience is required for this Insurance Representative role?expand_more
Candidates for Insurance Representative at Transamerica should have up to 3 yrs (mid level).
What skills do you need for the Insurance Representative role at Transamerica?expand_more
Key skills for Insurance Representative at Transamerica include Life And Health Insurance License; Valid Driver's License; Marketing; Business Administration; Management; and Insurance Sales.
What education is required for Insurance Representative at Transamerica?expand_more
Educational requirements for this role: High school diploma required; and Undergraduate college degree in business-related field preferred.
What category does the Insurance Representative role belong to?expand_more
Insurance Representative at Transamerica is part of the sales job category on Recrutus.