Insurance and Financial Professional

Company Description

Transamerica Agency Network emphasizes the connection between Wealth + Health, believing that financial well‑wellness and healthy living go hand in hand. The organization empowers clients to prepare for the future by saving, protecting loved ones, and planning for retirement with confidence. Representing some of the most recognized companies in the financial services industry, Transamerica Agency Network supports individuals, families, and businesses in achieving long‑term financial security through education and sound financial strategies.

Insurance products are offered through United Financial Services, Inc. and affiliated Transamerica companies, ensuring clients receive trusted expertise and comprehensive solutions.

This is a full‑time hybrid role for an Insurance and Financial Professional located in Hagerstown, MD, and the surrounding area with work‑from‑home flexibility. The professional will work closely with individuals, families, and businesses to understand their financial needs and provide tailored solutions to meet their goals. Responsibilities include offering insurance and financial products, educating clients on financial strategies, fostering long‑term relationships, and delivering exceptional customer service.

This role combines the knowledge of insurance and finance with proactive communication.

• Experience or knowledge in insurance and insurance brokerage
• Proficiency in finance and understanding financial strategies
• Strong communication skills and ability to build trusted client relationships
• Customer service abilities to provide an excellent client experience
• Proactive and goal‑oriented approach to achieving client satisfaction
• Relevant certifications or licensing for insurance and financial services is required

Entry level

Full‑time