How do they match: Insurance Sales Agents

  • Producer
  • Insurance Producer

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.

  • Customize financial products or services to meet customer needs.
  • Examine condition of property or products.
  • Gather customer or product information to determine customer needs.
  • Sell products or services.
  • Study product information to acquire professional knowledge.
  • Take product orders from customers.