Insurance Sales Agents
On the Job
Insurance Sales Agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. They explain policies and help clients choose plans that suit them.
Typical Work Tasks
People who work in this career often:
- Customize financial products or services to meet customer needs.
- Sell products or services.
- Develop professional relationships or networks.
- Gather customer or product information to determine customer needs.
- Calculate costs of goods or services.
- Attend events to develop professional knowledge.
- Study product information to acquire professional knowledge.
- Identify potential customers.
- Review accuracy of sales or other transactions.
- Maintain records of sales or other business transactions.
Typical Working Conditions
- Having telephone conversations.
- The importance of being accurate or exact.
- Freedom to make decisions without supervision.
- Dealing with external customers.
- Working indoors in environmentally controlled conditions.
- Meeting strict deadlines.
- High levels of competition.
This page includes information from the O*NET 22.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.
Source: You can learn about our data sources in the About Us section.