Insurance Sales Agents

enterprising service explain features client carry out policies insurance program networking independent broker customer need

Insurance Agent, Insurance Broker, Sales Agent, Sales Representative

What they do:
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
On the job, you would:
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

Knowledge

Business

  • customer service
  • sales and marketing

Arts and Humanities

  • English language

Math and Science

  • arithmetic, algebra, geometry, calculus, or statistics

Safety and Government

  • law and government

Skills

Basic Skills

  • reading work related information
  • listening to others, not interrupting, and asking good questions

Social

  • talking people into changing their minds or their behavior
  • looking for ways to help people

Abilities

Verbal

  • communicate by speaking
  • listen and understand what people say

Ideas and Logic

  • notice when problems happen
  • use rules to solve problems

Math

  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide

Personality

People interested in this work like activities that include leading, making decisions, and business.

They do well at jobs that need:

  • Integrity
  • Independence
  • Attention to Detail
  • Achievement/Effort
  • Dependability
  • Initiative

Technology

You might use software like this on the job:

Enterprise resource planning ERP software

  • AMS Services AMS Sagitta
  • Microsoft Dynamics Hot Technology

Video creation and editing software

  • Adobe After Effects Hot Technology
  • YouTube

Customer relationship management CRM software

  • Applied Systems Vision
  • Tangle S Creations Your Insurance Office

Education

Education: (rated 4 of 5)
bachelor's degree or
associate's degree
usually needed

Get started on your career:

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Job Outlook

Bright
New job opportunities are very likely in the future.
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See more details at O*NET OnLine about insurance sales agents.