How do they match: Insurance Sales Agents

  • Estate Planner

  • Plan and oversee incorporation of insurance program into bookkeeping system of company.
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
  • 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.

  • Develop marketing plans or strategies.