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Insurance Sales Agents

Also called: Insurance Agent, Insurance Broker, Sales Agent, Sales Representative

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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 Hot Technology
  • Advantage Information Systems The Agency Advantage
  • United Systems and Software Individual Life and Health Administration System
Customer relationship management CRM software
  • Allied Financial Software Act4Advisors
  • Insurance Technologies ForeSight Enterprise
Financial analysis software
  • Cygnus Software IncomeMax
  • Insurance analysis software

Education

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

Job Outlook

Bright Outlook
New job opportunities are very likely in the future.
Salary
$49,710
$27,180
$125,190

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