Typical Tasks
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
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.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
A day in the life
What kind of work is this?
Enterprising
Business based Work
Conventional
Organized, Procedural Work
Social
Working with people
What personality traits do you need to succeed?
Integrity
Independence
Attention to Detail
Dependability
Achievement/Effort
Initiative
What key skills are needed for this job?
Reading Comprehension
Active Listening
Speaking
Critical Thinking
Writing
Persuasion
Expected Knowledge
Customer and Personal Service
Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Sales and Marketing
Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
English Language
Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Common Activities
Establishing and Maintaining Interpersonal Relationships
Developing constructive and cooperative working relationships with others, and maintaining them over time.
Getting Information
Observing, receiving, and otherwise obtaining information from all relevant sources.
Selling or Influencing Others
Convincing others to buy merchandise/goods or to otherwise change their minds or actions.