Insurance Sales Agents

Also called: Insurance Agent, Insurance Broker, Sales Agent

Career Cluster: Finance
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

Safety and Government
  • law and government
Math and Science
  • arithmetic, algebra, geometry, calculus, or statistics
Arts and Humanities
  • English language
Business
  • customer service
  • sales and marketing
SKILLS

Social
  • talking people into changing their minds or their behavior
  • looking for ways to help people
Basic Skills
  • reading work related information
  • listening to others, not interrupting, and asking good questions
ABILITIES

Math
  • choose the right type of math to solve a problem
  • add, subtract, multiply, or divide
Ideas and Logic
  • notice when problems happen
  • use rules to solve problems
Verbal
  • communicate by speaking
  • listen and understand what people say
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:

Video creation and editing software
  • Adobe After Effects
  • YouTube
Customer relationship management CRM software
  • Applied Systems Vision
  • Tangle S Creations Your Insurance Office
Enterprise resource planning ERP software
  • AMS Services AMS Sagitta
  • Microsoft Dynamics
EDUCATION


bachelor's degree or associate's degree
usually needed
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JOB OUTLOOK


Bright
New job opportunities are very likely in the future.


Salary:
High: $134,420.00
Median: $59,080.00
Low: $34,940.00
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