Life Insurance Agent

Company Description

Transamerica Agency Network is a marketing group of Transamerica that focuses on helping individuals, families, and businesses achieve long-term financial security. Guided by the belief that wealth and health are closely connected, the organization emphasizes habits today that support living well tomorrow. Affiliated Associates offer education and tailored financial strategies to help clients save for the future, protect loved ones, and retire with income.

Representing well-known financial services companies, the network provides a wide range of insurance and financial products and services. Insurance products are offered through United Financial Services, Inc. and affiliated Transamerica companies.

This full-time Life Insurance Agent role is a hybrid position based in Hagerstown, MD, with some work-from-home flexibility. The agent will meet with individuals, families, and businesses to assess their financial protection needs and recommend appropriate life insurance and related products. Daily responsibilities include prospecting for new clients, conducting consultations, preparing proposals, and assisting clients with applications and policy reviews. The role involves ongoing customer service, such as answering questions, updating coverage, and supporting clients through life changes and claims-related inquiries.

The agent will also stay informed about industry trends, compliance requirements, and Transamerica product offerings to provide accurate, up-to-date guidance.

• Candidates should possess skills in Insurance Sales and Insurance Brokerage to effectively develop and manage a client base.
• Candidates should possess skills in Insurance and Finance to analyze client needs and recommend appropriate coverage and financial strategies.
• Candidates should possess strong Customer Service skills to build long-term relationships and support clients throughout the life of their policies.
• State life and health insurance licensing (or ability to obtain within a specified timeframe).
• Strong communication, presentation, and interpersonal skills.
• Self-motivated, goal-oriented work style with the ability to manage time independently.
• Comfort with hybrid work, including in-person meetings in Hagerstown, MD and remote follow-up.
• Prior experience in sales, financial services, or insurance is preferred but not required.