In-Home Sales Representative

Transamerica Agency Network

Job Summary

The In-Home Sales Representative is responsible for meeting with clients in their homes to provide financial protection and insurance solutions tailored to their needs. This role focuses on building long-term client relationships, generating new business opportunities, and helping families with life insurance, retirement planning, and financial security products.

The ideal candidate is self-motivated, customer-focused, and comfortable working independently while achieving sales goals.

Key Responsibilities

• Conduct in-home appointments with prospective and existing clients
• Analyze customer financial needs and recommend appropriate insurance products
• Educate clients on life insurance, health insurance, retirement, and financial planning options
• Generate leads through referrals, networking, and company-provided opportunities
• Maintain strong relationships with policyholders through regular follow-ups
• Complete applications, policy paperwork, and documentation accurately
• Meet weekly and annual sales performance goals
• Participate in ongoing training, licensing, and professional development programs
• Maintain compliance with company and state insurance regulations

Qualifications

• High school diploma or equivalent required
• Previous sales or customer service experience preferred
• Strong communication and interpersonal skills
• Ability to work flexible hours, including evenings and weekends
• Self-driven with strong organizational skills
• Valid driver's license and reliable transportation
• State Life & Health Insurance License required or willingness to obtain licensing

Preferred Skills

• In-home sales experience
• Financial services or insurance background
• Relationship-building and consultative selling skills
• Ability to work independently and manage time effectively

Compensation & Benefits

• Commission-based income with bonus opportunities
• Flexible schedule
• Training and mentorship programs
• Career advancement opportunities
• Access to financial and insurance product portfolio
• Potential renewal income opportunities

Work Environment

• Field-based / in-home client meetings
• Some remote administrative work possible
• Independent contractor or employee structure may vary by office