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.
  • Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
  • 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.
  • Examine condition of property or products.
  • Sell products or services.