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.
  • Install bookkeeping systems and resolve system problems.
  • Plan and oversee incorporation of insurance program into bookkeeping system of company.

  • Process sales or other transactions.
  • Customize financial products or services to meet customer needs.
  • Examine condition of property or products.
  • Gather customer or product information to determine customer needs.
  • Manage information technology projects or system activities.
  • Sell products or services.
  • Study product information to acquire professional knowledge.
  • Take product orders from customers.