What do 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.

  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Explain features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.

Basic Skills
Active Listening
Reading Comprehension

Technical Skills
Operations Analysis
Operations Monitoring

Social Skills
Service Orientation

Systems Skills
Judgment and Decision Making
Systems Analysis
Systems Evaluation

Problem Solving Skills
Complex Problem Solving

Resource Management Skills
Time Management
Management of Personnel Resources
Management of Financial Resources

  • Salary range: $20,000-$100,000+
  • Education and Professional Requirements: Trainee— High school degree/GED, state licensing, short term OTJ training; Agent — Associate’s degree in general business, state licensing, multiple years of work experience; Senior agent/owner — Bachelor’s degree, multiple years of work experience, industry certifications
  • Possible career path: Insurance Sales Agent Trainee > Insurance Sales Agent > Insurance Sales Manager > Insurance Sales District Manger > Insurance Agency Owner

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