Insurance Sales Agents

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

What Insurance Sales Agents 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.

  • 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.
Industry Areas:

Retail Sales and Services

Expand For Additional Details

Work Context

  • Electronic Mail
  • Telephone
  • Deal With External Customers
  • Face-to-Face Discussions
  • Frequency of Decision Making

Tools

  • Franking or postage machines
  • Wearable computing devices
  • Notebook computers
  • Laser fax machine
  • Digital cameras

Technology

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

The Education & Training You Need

Skills

  • Reading Comprehension
  • Active Listening
  • Speaking
  • Critical Thinking
  • Persuasion

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

Education

  • % Bachelor's degree
  • % Associate's degree
  • % High school diploma or equivalent

Experience

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

What are your training options on the pathway to this occupation?

Are You a Good Fit?

Occupation Traits

  • Conventional (Organizer)
  • Enterprising (Persuader)
  • Social (Helper)

Work Styles

  • Integrity
  • Independence
  • Attention to Detail
  • Achievement/Effort
  • Dependability
  • Initiative

Values

  • Independence
  • Relationships
  • Achievement

Abilities

  • Verbal
  • Ideas and Logic
  • Math

This is what Insurance Sales Agents across the country typically make.

$16.80 / hour
$34,940 /year

Entry Level

$28.40 / hour
$59,080 /year

Median Level

$64.62 / hour
$134,420 /year

Experienced Level

Income information reflects a regional average.
Income information reflects a national average.

This career’s National Job Outlook is

Bright

Please be sure to verify the outlook of this occupation with your instructor.

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