How do they match: Insurance Sales Agents

  • Estate Planner
  • Business Development Representative

  • 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.
  • Calculate premiums and establish payment method.
  • 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.