How do they match: Insurance Sales Agents

  • Customer Service Representative
  • Field Service Representative

  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

  • Customize financial products or services to meet customer needs.
  • Calculate costs of goods or services.
  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Identify potential customers.
  • Sell products or services.
  • Take product orders from customers.