How do they match: Insurance Sales Agents

  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • 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.

  • Examine condition of property or products.
  • Examine documents to verify adherence to requirements.
  • Customize financial products or services to meet customer needs.
  • Explain financial information to customers.