How do they match: Insurance Sales Agents

  • Account Manager
  • Customer Service Representative
  • Estate Planner
  • Field Service Representative

  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.

  • Manage information technology projects or system activities.
  • Calculate costs of goods or services.
  • Customize financial products or services to meet customer needs.
  • Develop marketing plans or strategies.
  • Sell products or services.