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Become An Insurance Sales Representative

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Working As An Insurance Sales Representative

  • 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

  • $44,710

    Average Salary

What Does An Insurance Sales Representative Do At Randstad

* Informing, educating, and making recommendations to clients about policy coverage, exclusions and insurance coverage needs
* Provide professional, courteous service to our clients, carrier reps, and underwriters
* Develop new business from existing accounts, incoming new business calls and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
* Prepare binders, certificates of insurance, cancellations, reinstatements, and other related insurance forms required by customers &/or carriers
* Maintain detailed knowledge of carriers, products, and services offered
* Oversee the preparation and implementation of all transactions, paperwork, and internal processing for new & existing accounts
* Ensure account data is accurately captured, entered, and maintained in the agency management system
* Working hours: 8:00 am to 5:00 pm

What Does An Insurance Sales Representative Do At Liberty Mutual

* Selling Auto, Home, Life and other insurance and annuity products to individuals within an assigned territory using consultative sales techniques
* Identifying prospective customers using established lead methodologies for new business
* Counseling and advising prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need
* Developing and maintaining business relationships
* Making presentations to decision-makers of corporations to establish or maintain an Affinity relationship
* Participating in various incentive programs and contests designed to drive sales and exceed production goals

What Does An Insurance Sales Representative Do At AAA Motor Club

* Handling inbound/outbound calls and answering questions from members interested in life insurance and financial products.
* Quoting and preparing life insurance policies.
* Preparing changes to life insurance policies including; change of beneficiary, change of ownership and upgrade in amount or type of policy.
* Assisting clients in processing claims.
* Arranging appointments with members and prospective members regarding life insurance and financial products.
* Participating in community and business activities and events to prospect for potential membership and insurance sales opportunities.
* Utilizing a variety of methods in performing research leading to the establishment of high potential prospects for AAA products.
* These methods include direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc.
* Contacting and qualifying prospective members and explaining features and benefits of life insurance policies offered, suggesting amount and type of coverage based on analysis of prospect's circumstances.
* Calculating and quoting premium rates for specific policies.
* Anticipating future needs and calling on established clients to renew and upgrade accounts.
* Developing long-term relationships.
* Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed.
* Complete Continuing Education requirements for licenses.
* Benefits May Include:
* Pension plan
* k) eligibility and matching
* Continued license sponsorship
* Paid Vacation/Holidays
* Medical/Dental/Vision coverage
* Career Advancement
* Insurance premium reductions
* Travel and entertainment discounts

What Does An Insurance Sales Representative Do At DMC Insurance Inc.

* Work with underwriters and agents to improve our sales success ratios.
* Attend sales presentation to prospective customers and provide support to agents through the process.
* Lead or assist in the preparation of key sales proposals.
* Identify and develop a network of target prospect clients.
* Maintain strong internal relationships and understanding of the underwriting, claims and risk engineering departments.
* Participate in and exhibit at industry events (such as transportation-related trade shows).
* Report on product acceptance and provide market feedback.
* Maintain working knowledge of competition including their products and service offerings.
* Identify new product opportunities and ways to improve current product offering.
* Maintain working knowledge of industry news, trends and safety developments.
* Maintain customer and agent relationship management (CRM) data file.
* Interview and evaluate new potential agents.
* Other related duties, as assigned by management

What Does An Insurance Sales Representative Do At Don Beyer Auto Group

* Follow up on insurance quotes- this means several e-mails and phone calls are made every day
* Present insurance quotes to potential customers
* Must be a competent, confident, self-starter
* Make warm calls to current dealership customers
* Network within the community to bring in new business

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How To Become An Insurance Sales Representative

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.


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.


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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Insurance Sales Representative jobs

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Insurance Sales Representative Career Paths

Insurance Sales Representative
Account Executive Territory Manager
Account Manager
5 Yearsyrs
Finance Advisor Sales Consultant Retail Sales Consultant
Business Account Manager
6 Yearsyrs
Loan Officer Branch Manager Business Developer
Business Development Account Manager
8 Yearsyrs
Account Executive Sales Manager
Business Development Manager
9 Yearsyrs
Inside Sales Representative Sales Consultant Business Developer
Business Development Officer
7 Yearsyrs
Sales Manager Operations Manager
Business Owner
7 Yearsyrs
Personal Banker Assistant Branch Manager Client Services Manager
Client Manager
6 Yearsyrs
Finance Advisor Service Representative Client Services Manager
Client Relationship Manager
7 Yearsyrs
Inside Sales Representative Account Executive Account Director
Client Services Director
9 Yearsyrs
Billing Specialist Billing Analyst Underwriting Assistant
Commercial Lines Account Manager
8 Yearsyrs
Loan Officer Service Representative Inside Sales Representative
Inside Sales Account Manager
6 Yearsyrs
Account Manager Account Executive Sales Consultant
Internet Sales Manager
6 Yearsyrs
Sales Manager General Manager
6 Yearsyrs
Account Manager Senior Account Manager Account Executive
Relationship Manager
6 Yearsyrs
Insurance Sales Agent Account Manager
Sales Account Manager
6 Yearsyrs
Office Manager Account Manager Account Executive
Senior Account Executive
6 Yearsyrs
Insurance Sales Agent Sales Agent Sales Manager
Senior Account Manager
7 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Senior Sales Executive
9 Yearsyrs
Office Manager General Manager Account Executive
Territory Manager
7 Yearsyrs
Sales Consultant Sales Manager
Territory Sales Manager
7 Yearsyrs
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Insurance Sales Representative Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Italian

  • German

  • Portuguese

  • Vietnamese

  • Japanese

  • Russian

  • Mandarin

  • Arabic

  • Swahili

  • Hungarian

  • Gujarati

  • Romanian

  • Serbian

  • Carrier

  • Hindi

  • Cantonese

  • Korean

  • Malayalam

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Insurance Sales Representative

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Insurance Sales Representative Education

Insurance Sales Representative

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Top Skills for An Insurance Sales Representative


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Top Insurance Sales Representative Skills

  1. Life Insurance Products
  2. Customer Service Skills
  3. Auto Insurance
You can check out examples of real life uses of top skills on resumes here:
  • Engaged in the daily sale of Automobile, Homeowners and Life Insurance products.
  • Identified and solicited sales prospects in agency databases Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Prepare and present auto insurance quotes and recommend proper coverage depending on customer needs.
  • Interviewed prospective clients to get data about their financial resources and discuss existing coverage.
  • Marketed and sold life insurance policies to qualified policyholders.

Top Insurance Sales Representative Employers

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Insurance Sales Representative Videos

Farmers Insurance - Denver- Career in Insurance