How do they match: Insurance Sales Agents

  • Customer Service Representative
  • Field Service Representative

  • 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.

  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Sell products or services.