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Become An Enrolled Agent

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Working As An Enrolled Agent

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $91,404

    Average Salary

What Does An Enrolled Agent Do At Robert Half

* Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
* Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
* Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
* Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
* Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
* Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
* Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
* Calculate form preparation fees according to return complexity and processing time required.
* Answer questions and provide future tax planning to clients.
* Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
* Explain federal and state tax laws to individuals and companies.
* For more information please contact Robbie.arao@accountemps.com

What Does An Enrolled Agent Do At Ameriplan & The Johnson Agency of Georgia

* Enrolling clients in our health benefits programs Answer potential and new client questions Inbound and Outbound Calling Sending and receiving emails For complete information on all entry level positions Call 678
* to schedule an information telephone

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How To Become An Enrolled Agent

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.

Education

A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.

Training

Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Enrolled Agent jobs

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Enrolled Agent Demographics

Gender

  • Female

    53.2%
  • Male

    44.1%
  • Unknown

    2.7%

Ethnicity

  • White

    76.7%
  • Hispanic or Latino

    13.5%
  • Asian

    8.2%
  • Unknown

    1.1%
  • Black or African American

    0.5%
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Languages Spoken

  • Spanish

    66.7%
  • French

    10.0%
  • Chinese

    3.3%
  • Vietnamese

    3.3%
  • German

    3.3%
  • Japanese

    3.3%
  • Hebrew

    3.3%
  • Mandarin

    3.3%
  • Korean

    3.3%
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Enrolled Agent

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Enrolled Agent Education

Enrolled Agent

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Top Skills for An Enrolled Agent

IndividualTaxReturnsGeneralCustomerServiceFinancialStatementPreparationIRSIncomeStatementsMedicareAdvantagePayrollTaxesSmallBusinessBiometricInformationActivityReportsEnrollmentAgentEquipmentInventoryBasicMaintenanceCustomerIdentityCardInventoryExternalCustomersTaxPreparationTSAPrecheckProgramStandardsComputerHardware

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Top Enrolled Agent Skills

  1. Individual Tax Returns
  2. General Customer Service
  3. Financial Statement Preparation
You can check out examples of real life uses of top skills on resumes here:
  • Conduct tax information interviews and prepare individual tax returns.
  • Provided general customer service to clients aiding in health care issues.
  • Provided Quickbooks accounting and financial statement preparation for small businesses.
  • Provided annual tax planning for individuals and small businesses; Client representation with IRS audits, included office and correspondence audits.
  • Review financial records such as income statements and documentation of expenditures.

Top Enrolled Agent Employers

Enrolled Agent Videos

Mc-Tax Tuesday - Enrolled Agent (EA) What is it?

What is an Enrolled Agent?

NAEA - Becoming an Enrolled Agent

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