How do they match: Insurance Sales Agents

  • Estate Planner

  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • 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.

  • Customize financial products or services to meet customer needs.
  • Develop marketing plans or strategies.
  • Explain financial information to customers.