How do they match: Insurance Sales Agents

  • Network Contractor

  • Install bookkeeping systems and resolve system problems.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Develop professional relationships or networks.
  • Manage information technology projects or system activities.