How do they match: Insurance Sales Agents

  • Business Account Leader
  • Business Development Representative
  • Field Marketing Representative

  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • 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.
  • 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.
  • Develop marketing plans or strategies.
  • Explain financial information to customers.
  • Maintain records of sales or other business transactions.