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:
- Develop professional relationships or networks.
- Gather customer or product information to determine customer needs.
- Customize financial products or services to meet customer needs.
- Sell products or services.
- Calculate costs of goods or services.
- Review accuracy of sales or other transactions.
- Process sales or other transactions.
- Take product orders from customers.
- Attend events to develop professional knowledge.
- Study product information to acquire professional knowledge.
Typical Working Conditions
- Having telephone conversations.
- Using e-mail.
- Dealing with external customers.
- Frequent decision-making.
- The importance of being accurate or exact.
- Meeting strict deadlines.
- Working indoors in environmentally controlled conditions.
- High levels of competition.
This page includes information from the O*NET 24.2 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.