How do they match: Insurance Sales Agents

  • Producer
  • Business Development Representative
  • Insurance Producer

  • Develop marketing strategies to compete with other individuals or companies who sell insurance.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Develop marketing plans or strategies.
  • Develop professional relationships or networks.
  • Attend events to develop professional knowledge.
  • Customize financial products or services to meet customer needs.
  • Examine condition of property or products.
  • Gather customer or product information to determine customer needs.
  • Sell products or services.
  • Study product information to acquire professional knowledge.
  • Take product orders from customers.