How do they match: Insurance Sales Agents

  • Insurance Broker

  • Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

  • 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.
  • Explain financial information to customers.