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Insurance consultant vs insurance sales representative

The differences between insurance consultants and insurance sales representatives can be seen in a few details. Each job has different responsibilities and duties. Additionally, an insurance consultant has an average salary of $68,670, which is higher than the $61,386 average annual salary of an insurance sales representative.

The top three skills for an insurance consultant include insurance products, powerpoint and term care. The most important skills for an insurance sales representative are customer service, excellent time management, and work ethic.

Insurance consultant vs insurance sales representative overview

Insurance ConsultantInsurance Sales Representative
Yearly salary$68,670$61,386
Hourly rate$33.01$29.51
Growth rate6%6%
Number of jobs42,383201,879
Job satisfaction--
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 59%
Average age4646
Years of experience--

What does an insurance consultant do?

An insurance consultant works at insurance companies where they are primarily in charge of reviewing and assessing client requirements to match them with the insurance package that fits their needs and financial capabilities. It is also their responsibility to verify client information, conduct research and analyses, perform risk assessments, issue insurance quotations, and process insurance claims. An insurance consultant also assists clients by answering inquiries, helping them understand every procedure, recommending options, and solving issues and concerns should there be any.

What does an insurance sales representative do?

An insurance sales representative is primarily responsible for securing insurance sales by reaching out to clients through calls, correspondence, and even appointments. They are also responsible for gathering client information, discussing and recommending suitable terms, and even providing advice to meet their needs, all while building rapport to ensure customer satisfaction. There are also instances where they have to adjust existing terms, assist in filling out applications, and produce progress reports. Furthermore, it is essential to devise strategies to find new sales opportunities, as most insurance sales representatives must reach a particular sales target.

Insurance consultant vs insurance sales representative salary

Insurance consultants and insurance sales representatives have different pay scales, as shown below.

Insurance ConsultantInsurance Sales Representative
Average salary$68,670$61,386
Salary rangeBetween $44,000 And $105,000Between $38,000 And $97,000
Highest paying CitySeattle, WAWashington, DC
Highest paying stateWashingtonNew York
Best paying companyAIGFFL Partners
Best paying industryMediaFinance

Differences between insurance consultant and insurance sales representative education

There are a few differences between an insurance consultant and an insurance sales representative in terms of educational background:

Insurance ConsultantInsurance Sales Representative
Most common degreeBachelor's Degree, 61%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance consultant vs insurance sales representative demographics

Here are the differences between insurance consultants' and insurance sales representatives' demographics:

Insurance ConsultantInsurance Sales Representative
Average age4646
Gender ratioMale, 54.4% Female, 45.6%Male, 53.9% Female, 46.1%
Race ratioBlack or African American, 9.5% Unknown, 3.6% Hispanic or Latino, 16.2% Asian, 4.9% White, 65.7% American Indian and Alaska Native, 0.1%Black or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.2% Asian, 4.9% White, 65.8% American Indian and Alaska Native, 0.1%
LGBT Percentage7%7%

Differences between insurance consultant and insurance sales representative duties and responsibilities

Insurance consultant example responsibilities.

  • Manage civil litigation matters such as general and complex litigation.
  • Advise clients with financial planning using annuities and UL products.
  • Represent the office at Medicare and Medicaid meetings to be inform of any changes.
  • Use excellent presentation skills to conduct group sessions to eligible Medicare and Medicaid individuals.
  • Represent multiple carriers offering life, disability, mortgage protection, final expense and annuities.
  • General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.
  • Show more

Insurance sales representative example responsibilities.

  • Used consultative upselling techniques to provide leads
  • Translate and assign diagnosis and medical procedures into CPT, ICD-9 and ICD-10 codes.
  • Lead rep for major payer.
  • Monitor the performance of each account rep.
  • Educate physicians and clinic staff on current ICD 9 and CPT coding regulations.
  • Comply with company policy, procedures, and pertinent laws and regulation such a HIPAA.
  • Show more

Insurance consultant vs insurance sales representative skills

Common insurance consultant skills
  • Insurance Products, 13%
  • PowerPoint, 12%
  • Term Care, 9%
  • Casualty Insurance, 9%
  • Customer Service, 7%
  • Health Insurance, 6%
Common insurance sales representative skills
  • Customer Service, 17%
  • Excellent Time Management, 16%
  • Work Ethic, 12%
  • Strong Customer Service, 11%
  • Strong Work Ethic, 11%
  • Lead Generation, 4%