Start new
conversations.
Develop relationships, reach out to potential clients and ask for introductions. Discuss the specific prospecting approach, available resources and lead expectations with the team.
INSURANCE SALES · THE TRANSAMERICA OPPORTUNITY
Build a business around conversations that matter. Help individuals and families consider protection for the people who depend on them. Bring your ambition—we help you build the product knowledge and follow-through behind the work.
Licensed & unlicensed welcome.
Commission-only · 1099 independent contractor
01 / THE OPPORTUNITY
Life insurance can help people plan for the financial impact of a death. The sales work involves understanding a client’s needs, explaining policy options and helping them complete the application process.
Transamerica offers term and permanent life insurance. Product availability, policy terms and underwriting requirements vary. Learn the products you are authorized to offer and explain their costs and limitations clearly.
Interested in serving business owners or adding life insurance to existing client relationships? Discuss that direction with the team as well.
Explore Transamerica’s life insurance information ↗02 / THE DAILY WORK
Keep planting: start conversations, follow up and ask for introductions. A difficult case is a chance to learn and adjust. Build trust through the promises you keep and the service you provide.
Develop relationships, reach out to potential clients and ask for introductions. Discuss the specific prospecting approach, available resources and lead expectations with the team.
Listen to a client’s priorities. Learn to explain life insurance benefits, premiums, exclusions and policy limitations without making promises the policy does not support.
Handle applications carefully, follow up on underwriting requests and keep clients informed. Continue the relationship after coverage is issued.
03 / BEFORE YOU DECIDE
Get these details for your specific starting role before committing.
TRAINING YOU CAN PUT TO WORK
You bring the ambition. We help you build the insurance knowledge and habits behind a lasting business. Leadership members bring more than 20 years of industry experience—and we keep investing in how our people learn.
Knowledge Library is the online training platform we own. Access lessons and resources on insurance, sales, marketing and building an agency, with training selected for your path. Come back to it as you put what you learn into practice.
We help you access the best available training from the carriers you work with. Learn their products, applications and processes directly, alongside our practical guidance. Access depends on your carrier relationship and appointment.
Our Monday Quick 15 discussions bring agents and partners together around practical sales and marketing ideas. Work through follow-up, business-owner conversations and the habits that help you keep building through good seasons and difficult ones.
Training is part of the opportunity. Your onboarding conversation will establish which courses and carrier resources apply to you. Required licensing, appointment and contracting come before selling.
04 / YOUR DIRECTION
This may be a useful path to explore if you enjoy individual and family conversations and are willing to build client relationships through prospecting and follow-up.
Combined also serves individuals and families, with a supplemental insurance focus and opportunities to work with businesses and employees. Your preferred audience is a starting point for discussion, not a rule that limits your options.
Explore Combined ↗A FEW THINGS TO KNOW
No. Licensed and unlicensed candidates are welcome. Discuss your background and goals first, then review the licensing and appointment steps required before selling.
No. This starts as commission-only, 1099 independent contractor work. Review compensation, expenses and contract terms before deciding.
Training includes our Knowledge Library, Monday Quick 15 discussions and access to applicable carrier training. Review your course path, prospecting resources and costs with the team. There is no guaranteed supply of clients or a particular level of earnings.
No. Indiana Agency is a recruiting resource introducing this sales opportunity. Licensing, appointment, contracting and eligibility requirements apply.
Your next chapter starts here
Have questions about insurance sales or where to begin? Start with the Indiana Agency Team.
TEXT THE RECRUITING TEAM
317-516-8429 ↗Licensed or unlicensed, you’re welcome to ask.
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