Sales Agent - Richardson

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us.

We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

• No Cold Calling
• $15 – $18 per Hour, with no limits on monthly sales bonuses
• Paid Training
• Paid Time Off and Holidays
• Professional & Fun Culture
• Full Benefits

The Sales Agent typically holds Health and/or Medicare Supplement insurance license and works directly with consumers to help them obtain new policies. This position works in a call center setting and reports to the Performance Manager.

• Contact and qualify prospective customers and explain features and merits of policies offered, recommending amount and type of coverage based on analysis of prospect's circumstances.
• Communicate professionally with customers to explain policies, show value of brand(s) represented, follow up as necessary to sell appropriate plans or policies.
• Calculate and/or quote premium rates for recommended policies.
• Develop and maintain thorough product knowledge.
• Demonstrate a high degree of integrity and follow compliance/quality assurance requirements.
• Utilize client and/or company-provided computer systems to perform accurate and timely data entry and submit applications.
• Follow scripts and designated sales processes to complete sales in a compliant and effective manner.
• Participate in training and coaching on an ongoing basis to maintain and improve performance.
• Other duties may be assigned.

• Exceptional communication and people skills.
• Drive and motivation to maintain and increase production levels.
• An active applicable resident insurance license or the ability to obtain one.

This position has no supervisory responsibilities.

• Valid applicable resident insurance license.
• Accountability for maintaining good standing with state department(s) of insurance and any other applicable regulatory agencies.
• One year of sales experience preferred.
• One year of call center experience preferred.

• This is a full‑time position.
• Days and hours of work are typically Monday through Friday from 8 am to 9 pm; however, they may be Monday through Sunday from 7 am to 12 am during open enrollment and high‑volume periods.
• Hours average 40 hours per week during regular operations.

TRANZACT is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity Employer/Disability/Vet

Entry level

Full‑time

Sales and Business Development

Advertising Services