What does a licensed sales agent do?

A sales agent is the one who serves as a seller for the customer. They are the one who fulfills and allows them to choose a product or item that they need. Some of their tasks include offering products, taking orders, and providing services for clients. Also, they keep the required documents to report errors or dissatisfaction. Their skills involve being customer-oriented, good management skills, and can communicate effectively.
Licensed sales agent responsibilities
Here are examples of responsibilities from real licensed sales agent resumes:
- Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
- Develop a working knowledge of the Medicaid program used to educate customers on product eligibility.
- Demonstrate strong understanding of Comcast products, promoting and selling offerings to individual customers by knocking every door within assign territories.
- Service Humana ACA plan members on benefits, service.
- Comply with all regulatory guidelines as well as HIPAA and privacy guidelines, demonstrate client/customer confidentiality.
- Handle, process and accurately record confidential financial and health customer information following all applicable HIPAA privacy laws.
- Explain the value and benefits of having an ADT home security system.
- Represent AFLAC during presentations proposing supplemental insurance plans to corporations.
- Consult and administer AFLAC supplemental benefits and current employer benefits programs.
- Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.
Licensed sales agent skills and personality traits
We calculated that 27% of Licensed Sales Agents are proficient in Real Estate, Lead Generation, and Customer Service. They’re also known for soft skills such as Customer-service skills, Detail oriented, and Math skills.
We break down the percentage of Licensed Sales Agents that have these skills listed on their resume here:
- Real Estate, 27%
Developed and Maintained working relationships with Co-operating Real Estate Agents, Closing Attorneys and Lending Professionals towards settlement of executed contracts.
- Lead Generation, 24%
Developed lead generation systems specializing in continuous customer contact.
- Customer Service, 7%
Maintain quality by constantly seeking new ways to improve customer service processes/procedures and best practice requirements for quality control reporting.
- Auto Insurance, 3%
Solved complex auto insurance cases and claims a client may have had, about 20-30 a day.
- Medicare Advantage, 3%
Contacted prospective customers to determine customer needs, presented information and explained available Medicare advantage plans.
- Inbound Calls, 3%
Received inbound calls from prospective policyholders regarding quotes.
Common skills that a licensed sales agent uses to do their job include "real estate," "lead generation," and "customer service." You can find details on the most important licensed sales agent responsibilities below.
Customer-service skills. One of the key soft skills for a licensed sales agent to have is customer-service skills. You can see how this relates to what licensed sales agents do because "securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations." Additionally, a licensed sales agent resume shows how licensed sales agents use customer-service skills: "develop customer relationships by making appointments for face-to-face interviews. "
Detail oriented. Another soft skill that's essential for fulfilling licensed sales agent duties is detail oriented. The role rewards competence in this skill because "investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences." According to a licensed sales agent resume, here's how licensed sales agents can utilize detail oriented in their job responsibilities: "helped maintain a customer service oriented environment and trained newly hired employees. "
Math skills. This is an important skill for licensed sales agents to perform their duties. For an example of how licensed sales agent responsibilities depend on this skill, consider that "securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a licensed sales agent: "direct sales agent/trainer o selling statistics included a 26% conversion rate (top 5%) in my division. ".
Analytical skills. For certain licensed sales agent responsibilities to be completed, the job requires competence in "analytical skills." The day-to-day duties of a licensed sales agent rely on this skill, as "to judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills." For example, this snippet was taken directly from a resume about how this skill applies to what licensed sales agents do: "analyzed current real estate market conditions and advised property owners on pricing property. "
Initiative. Another crucial skill for a licensed sales agent to carry out their responsibilities is "initiative." A big part of what licensed sales agents relies on this skill, since "securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call." How this skill relates to licensed sales agent duties can be seen in an example from a licensed sales agent resume snippet: "implement marketing programs and initiatives which further brand the allstate agency in the local market. "
The three companies that hire the most licensed sales agents are:
- Progressive107 licensed sales agents jobs
- Oracle50 licensed sales agents jobs
- UnitedHealth Group35 licensed sales agents jobs
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Licensed sales agent vs. Insurance producer
An insurance producer is responsible for selling and buying financial services and products for an insurance company. They negotiate issues regarding health, life insurance, and other properties. Also, an insurance producer maintains a good relationship between clients and prospective clients by offering the best insurance service and ensuring that all the policies and guidelines are fully followed.
These skill sets are where the common ground ends though. The responsibilities of a licensed sales agent are more likely to require skills like "real estate," "medicare advantage," "cms," and "life insurance." On the other hand, a job as an insurance producer requires skills like "team-oriented environment," "financial services," "phone calls," and "client relationships." As you can see, what employees do in each career varies considerably.
Insurance producers tend to make the most money working in the real estate industry, where they earn an average salary of $62,146. In contrast, licensed sales agents make the biggest average salary, $56,008, in the finance industry.insurance producers tend to reach similar levels of education than licensed sales agents. In fact, insurance producers are 1.3% more likely to graduate with a Master's Degree and 0.2% more likely to have a Doctoral Degree.Licensed sales agent vs. Agent
Agents are individuals who are employed by their clients to represent them in various dealings. Agents are usually employed by people in the show business industry, such as actors, writers, or directors. They meet people who are interested in dealing with their clients. They listen to the plans and vision for the project and assess if the project fits their clients' interests or public image. In the case of agents whose clients are actors, they send their clients to auditions upon review of the project details. Agents are also responsible for negotiating terms on behalf of their clients, such as salary, royalties, and set benefits, among others. They also inform the project leaders of their clients' demands on set. Agents are expected to be business-savvy and good negotiators.
In addition to the difference in salary, there are some other key differences worth noting. For example, licensed sales agent responsibilities are more likely to require skills like "lead generation," "auto insurance," "medicare advantage," and "cms." Meanwhile, an agent has duties that require skills in areas such as "insurance products," "hr," "financial services," and "windows." These differences highlight just how different the day-to-day in each role looks.
Average education levels between the two professions vary. Agents tend to reach similar levels of education than licensed sales agents. In fact, they're 0.7% less likely to graduate with a Master's Degree and 0.2% less likely to earn a Doctoral Degree.Licensed sales agent vs. Sales professional
A sales professional is an employee who is responsible for the management and assessment of the effectiveness of a company's sales representatives and sales team. By setting sales goals, sales professionals work with other departments to learn more about the company's products and services while developing strategies for acquiring new clients. They analyze the company's track sales and status reports and present them to the top management to continually keep improving. Employers may require their sales professionals to have a bachelor's degree with working experience.
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a licensed sales agent is likely to be skilled in "auto insurance," "medicare advantage," "cms," and "life insurance," while a typical sales professional is skilled in "pos," "crm," "work ethic," and "sales presentations."
When it comes to education, sales professionals tend to earn similar degree levels compared to licensed sales agents. In fact, they're 0.2% less likely to earn a Master's Degree, and 0.5% less likely to graduate with a Doctoral Degree.Licensed sales agent vs. Sales internship
Sales internship is a program that requires work in the business and sales development. Sales interns work as assistants to managers and senior staff. Their duties and responsibilities are administrative. They do research, send emails, update records, and make calls. It is their job to maintain good client relationships. They observe the process and other details related to sales. Also, they help in identifying and tracking sales leads, evaluating success, and generating sales reports.
Types of licensed sales agent
Updated January 8, 2025











