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Insurance agents are in charge of generating insurance sales for companies by identifying potential customers, determining the best policy for them, and providing proposals to these customers. They are also in charge of managing existing clients, tracking their portfolios, and recommending additional policies or insurance riders for them.

Keys to writing an insurance agent job description. Zippia analyzed thousands of insurance agent job descriptions to identify key pieces of information you want to include. Using a machine learning data analysis, we determined the following key facts about insurance agent job descriptions:

  • The average insurance agent job description intro is about 22 words
  • The responsibilities section contains an average of 13 bullets points
  • The requirements section contains an average of 12 bullets points

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Insurance Agent Duties

  • Used consultative upselling techniques to provide leads
  • Maintain personal and confidential Medicare & Medicaid customer information following all HIPAA.
  • Follow all applicable HIPPA and privacy regulations.
  • Explain medical plans to Medicare / Medicaid eligible clients to ensure best fit.
  • Identify and solicit sales prospects in agency database and in the general marketplace.
Check All Insurance Agent Duties

Insurance Agent Requirements

Insurance agent requirements can be divided into basic requirements and required soft skills. The lists below show the most common requirements included in insurance agent job postings.

  • Active state insurance license
  • Knowledge of insurance products and services
  • Ability to conduct sales presentations
  • Strong communication skills
  • Ability to work independently and meet sales targets
Required Soft Skills
  • Excellent interpersonal skills
  • Customer service-oriented
  • Problem-solving skills
  • Ability to work well in a team environment
  • Detail-oriented and organized

Insurance Agent Description Example 1

Full Job Description

"Ranked #1 Most Admired Companies to Work for in America (Finance)" - Fortune (2021)

"Ranked #2 Most Admired Companies to Work For in America" - Fortune (2019)

#1 Ranked Company in leading the Million Dollar Round Table for 68 consecutive years

**MDRT membership consists of all Top Producing Agents in the Insurance/Financial Services Industry

"Best Finance Companies and Top 50" - Business Insider (2020)

"America's BEST Largest Employers" - Forbes (2019)

"Top 60 Companies for Executive Women" - NAFE (2018)

The Only Life Insurance Company Endorsed by AARP

What does a career need to offer you?

Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers.

This career isn’t for everyone, but the best Agents and Managers in our company will tell you there’s nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That’s one reason our company is a great place to build your career.

Join us.

If you're looking for a career where you can grow your own business and make a difference in your community, then let’s talk. We're looking for motivated self-starters who want:

Comprehensive and ongoing professional training and development (Harvard Business School Curriculum)

Significant Earning Potential (Average Established Agent in Southern California Office $149,800)

State-of-the-art marketing, Sales Force Customer Relationship Management System and sales solutions.

A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients

A clearly defined career path, including opportunities in Management for qualified individuals.

Comprehensive benefits, including a Pension Plan, 401K/ROTH 401K

Here's what you'll do:

As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also:

Develop and implement business and marketing plans

Prospect for potential clients

Discuss financial concerns and needs of individuals

Present potential solutions using our suite of products and services

Develop your professional skills and knowledge

About Us

Our promise? To work with you to build a strong financial future.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence.

We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 175 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact.

We invite you to explore the depth of that commitment.

Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.

Issued by New York Life Insurance and Annuity Corporation or New York Life Insurance Company (NYLIAC), a Delaware Corporation.

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Insurance Agent Description Example 2

Full Job Description

Someone who's ambitious, outgoing, and is eager to learn. Someone that genuinely likes to help people and is looking for growth. Do any of there things resonate with you? We are looking to license and field train 5-7 new representatives THIS MONTH!

While we currently have offices all over the US including Canada and Porto Rico, this opportunity is for remote business, giving you the ability to work not only from your home, but anywhere in the USA. We have both part-time, and full-time options available!

This position does not require any experience as we provide all training, and licensing on State and Federal levels. During training you will be completing the coursework necessary to obtain your Life Insurance License in your current resident state, and ultimately, your Securities License so as to assist clients with all their investment, savings and retirement needs.

Primerica is a publicly traded on the NYSE (PRI) We continue to provide excellent customer service, education, quality products and services to families and individuals alike.

Recognized in articles published by Forbes Magazin e since 2015 including

Most Trustworthy Financial Companies 2015 Top Employers for Women in Business since 2019 ,

Best Employers for Diversity 2021-2022 and America's Best Insurance Companies 2022.

In addition to, we joined the Fortune 1000 list in 2020.

Named #1 Most Trustworthy Life Insurance Company and #3 Most Trusted Financial Services Company overall by IBD ( I nvestor's B usiness D aily)

We continue to strive for perfection holding an A+ with the BBB as well as an A+ Superior with AM BEST for 25 years and counting. 2022 Winner of the Dalbar Mutual Funds Service Award making this our 19th year in a row as recipients.

If you are hard working, self motivated, honest, with a desire to learn, and a passion for helping others then this is the place for you!

Apply today and learn what we can do for you and your family's financial future!


-Must be 18 + (Required for licensing)

-Clean Background (No felonies)

-Laptop, Smart phone or Tablet

-Highspeed Internet/ WiFi

Sponsored Licensing


-Securities (SIE, Series 6 & 62)

-Mortgage Originators

Other Perks

-Flexible Schedule

-Field Training Bonus

-Company Vacations

-Broker Training

Employment Type




Company DescriptionHelping families manage their finances and future plan since 1977
Dealing With Hard-To-Fill Positions? Let Us Help.

Insurance Agent Description Example 3

Full Job Description

That's right, Dah'lin!! We operate an Allstate agency inside of all 4 of the Price LeBlanc Family dealerships! That means you are working in an Allstate agency where the opportunity to maximize your paycheck is endless. Our agency is growing rapidly which means we need someone to add to our dream team!

We are not your average Allstate agency. The number of cars we sell each day is a new opportunity to quote, build relationships, and COLD CALLING is NOT necessary. That means endless opportunities to grow in every aspect!! As an Allstate Sales Professional, you get a base salary PLUS commission and bonuses. That’s right, BONUSES!

As an Agency Sales Professional, you should: have excellent verbal and written communication skills; be a confident self-starter who works well independently; maintains a positive and self-motivated attitude; be driven to fulfill customers’ needs; and be willing to obtain insurance licenses.

We have two locations we are hiring for!

***Gonzales (Price LeBlanc Nissan)

*** Baton Rouge (Price LeBlanc Toyota)


- Achieve sales goals through leads and referrals

- Help protect customers by offering Allstate products that will meet their needs

- Conduct needs-based customer policy reviews and update coverage

- Ensure a positive customer experience

- Be organized and efficient

*The Sales Professional opportunity is not an employment opportunity directly with Allstate Insurance Company, but employment as a staff with Allstate Exclusive Agents who are independent contractors.


  • Must have your property and casualty license or must be able to quickly obtain a Louisiana property and casualty license. (Sales experience is a plus.)
  • A valid, unrestricted driver's license (you must be insurable)
  • Maintain a clean, acceptable, safe driving record
  • Must be able to pass pre-employment screening requirements which include a drug screen, a background check and a Motor Vehicle Report
  • Be able to read and comprehend instructions and information in the English language

Benefits include medical, dental, life insurance, disability, company-paid Employee Assistance Program, 401(k) retirement plan, paid time off, and training. Our company maintains a strong policy of equal employment opportunity for all associates. We hire, train, promote and compensate associates on the basis of personal and professional competence and potential for advancement without regard for race, color, religion, sex, national origin, age, marital status, disability or citizenship, as well as other classifications protected by applicable federal, state or local laws.

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Insurance Agent Job Description Faqs

What Are The Most Common Skills On A Job Description For An Insurance Agent?

The most common skills on a job description for an insurance agent are Customer Service, Insurance Sales, and Health Insurance.

What Does An Insurance Agent Do?

An insurance agent is responsible for inviting potential clients to the insurance company by offering different insurance services. Insurance agents must have a comprehensive knowledge of insurance types to provide the clients with the best insurance option in the market. The insurance agents should evaluate a client's long-term needs and financial goals to create individual packages as the insurance company allowed. An insurance agent also handles policy renewals and keeps customers' insurance files for reference.

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