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:

    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

Abilites:

    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:

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

Education:

    bachelor's degree
    associate's degree
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