Insurance Sales Agents
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.
Also called: Insurance Agent, Insurance Broker, Sales Agent, Sales Representative
Knowledge:
- customer service
- sales and marketing
- arithmetic, algebra, geometry, calculus, or statistics
Skills:
- reading work related information
- listening to others, not interrupting, and asking good questions
- talking people into changing their minds or their behavior
- looking for ways to help people
Abilites:
- communicate by speaking
- listen and understand what people say
- notice when problems happen
- use rules to solve problems
- choose the right type of math to solve a problem
- add, subtract, multiply, or divide
Personality:
Description: 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:
Enterprise resource planning ERP software
- Microsoft Dynamics
- 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
