In-Home Sales Representative

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