Life Insurance Representative
Company: Transamerica-Sait Onal
Location: Camp Hill
Posted on: July 7, 2025
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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, fact finding sales interviews,
policy reviews, 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. 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.
Keywords: Transamerica-Sait Onal, Potomac , Life Insurance Representative, Sales , Camp Hill, Maryland
