How do they match: Insurance Sales Agents

  • Network Contractor

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • 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.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Develop professional relationships or networks.