Top Life Insurance Agent Skills

Below we've compiled a list of the most important skills for a Life Insurance Agent. We ranked the top skills based on the percentage of Life Insurance Agent resumes they appeared on. For example, 25.9% of Life Insurance Agent resumes contained Life Insurance as a skill. Let's find out what skills a Life Insurance Agent actually needs in order to be successful in the workplace.

The six most common skills found on Life Insurance Agent resumes in 2020. Read below to see the full list.

1. Life Insurance

high Demand
Here's how Life Insurance is used in Life Insurance Agent jobs:
  • Champion variety of life insurance policies, analyzing programs and suggesting additions and changes to existing and prospective policyholders.
  • Informed soldiers about American Fidelity life insurance benefits they were entitled to.
  • Offered comprehensive life insurance and investment planning for college seniors and graduates
  • Explained life insurance appropriately, rated and classified clients appropriately.
  • Performed presentations on current life insurance promotions or offerings.
  • Completed training course and received state-issued life insurance license.
  • Provided supplemental health and life insurance benefits.
  • Sell final expense life insurance to Pennsylvania residents
  • Answered customer queries concerning life insurance coverage
  • Process paperwork and applications for life insurance
  • Received life insurance sales certification.
  • Attended workshops, training, seminars, and continuing education course to maintain a vast knowledge of the life insurance industry.
  • Based on the client's information, I present, educate and discuss the different types of life insurance policies available.
  • Complete necessary documentation for life insurance application, take receipt of payments, and perform routine clinical swabs of the mouth.
  • Promoted and sold Term-Life insurance and retirement plans to both, individuals and small businesses throughout the State of North Carolina.
  • Achieved top 25% in sales volume for the Southeast Region during the last three years selling Final Expense Life Insurance.
  • Advised clients on life insurance needs to provide protection for the family in the event of a member's death.
  • Maintain life insurance claim files, such as records of settled claims and an inventory of claims requiring detailed analysis.
  • Decreased their overall finances by assessing their current life insurance and offering a solution to provide a more suitable plan.
  • Worked as a licensed health, accident and life insurance agent for the Houston West location of United American Insurance.

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2. New Clients

high Demand
Here's how New Clients is used in Life Insurance Agent jobs:
  • Prospected for new clients and arranged initial meetings to begin gathering information about clients' financial security needs and goals.
  • Scout out new clients and developed clientele by networking to find new customers and followed up on generated leads.
  • Ranked 30th in Company among 500 agents * Added over 3,000 new clients * Qualified for all company conventions
  • Conduct outside sales, prospect new clients, follow up with client calls, and retain clients.
  • Scouted for new clients by providing Child Safe Kit information boxes in after school programs and referrals.
  • Generated new clients from cold calling and from existing client's referrals from friends and families.
  • Prospected, generated new leads, and conducted 50-70 calls per day to engage new clients.
  • Seek new clients by various marketing techniques such as cold calling, leads and referrals.
  • Seek out new clients and develop clientele by networking, assist clients during orientation process.
  • Mailed, or in some cases, personally delivered insurance policies to new clients.
  • Resolved client concerns, generated new sales and acquired referrals for potential new clients.
  • Acquired new clients through networking, list analysis, and successful cold calling techniques.
  • Trained new life insurance agents, Acquired new clients for various life products.
  • Contacted new clients about the insurance they had or needed for life insurance.
  • Prospect for new clients, sales, and service of New York Life products
  • Explain Them About The Life Insurance Benefits Write The Policy Of New Clients
  • Assisted in collecting BOR Forms from new clients that are insured already.
  • Prospected new clients via person to person, phone and email.
  • Register new clients by completing the life insurance application process online.
  • Maintained existing clients and establish new clients to create profitable results.

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3. Customer Service

high Demand
Here's how Customer Service is used in Life Insurance Agent jobs:
  • Provided exceptional customer service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
  • Provided customer service, obtained information from individuals using laptop presentations to motivate and sell various insurance policies.
  • Display exceptional customer service and working with individuals according to their specific financial budget and needs.
  • Respond efficiently and accurately on all customer service transactions through verbal and written communication.
  • Demonstrated quality customer service over the phone and face-to-face resulting in increased customer satisfaction.
  • Obtain detailed information from customers and utilize it to provide effective customer service.
  • Provide superior customer service while demonstrating excellent quality and strong attention to detail.
  • Presented customized insurance solutions; closed sales and provided after sales customer service.
  • Developed relationships with customers in person and maintained relationships with outstanding customer service.
  • Transitioned to customer service representative at a large bank servicing members with credit cards
  • Developed highly empathetic client relationships and earned reputation for excellent customer service.
  • Developed customer service and sales experience selling life insurance in a call-center setting
  • Provided excellent customer service by ensuring documentation of arrangements and products purchased.
  • Developed policy-holder base through the utilization of customer service skills.
  • Negotiated sales and service of life insurance policies- Excellent Customer Service
  • Maintain quality customer service via professional and timely responses.
  • Provided customer service to applicants throughout the application process.
  • Utilized numerous computer programs to provide excellent customer service.
  • Developed long-term relationships with clients through providing customer service.
  • Provide excellent customer service and maintain great customer relations.

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4. Health Care

high Demand
Here's how Health Care is used in Life Insurance Agent jobs:
  • Administered policies and procedures for county health care information; advise customers on the insurance policies that best suit their needs.
  • Assist members in accessing health care, transportation needs and other services or issues as they occur to members.
  • Diffused and resolved escalated customer concerns by thoroughly going through customers United health Care policies.
  • Assess, qualify and enroll Medicare beneficiaries and individual needing health care coverage.
  • Appointed with MassMutual, Cigna, Mutual Of Omaha, Humana, United Health Care, and Aetna.
  • Evaluate information on applications to verify completeness and accuracy and to determine whether applicants are qualified to obtain desired health care.

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5. New Accounts

high Demand
Here's how New Accounts is used in Life Insurance Agent jobs:
  • Received technical assistance in development of new accounts.
  • Serviced existing accounts, obtained and submitted orders, and established new accounts by planning and organizing daily work schedule.
  • Established new accounts for Union Employees, as well, established personal accounts when working as the owner/operator agent.
  • Open new accounts for customers, process their data for loans and lines, and provide excellent customer service.
  • Presented the Company's five different Plans for Life Insurance and I averaged 8-12 new accounts per month.
  • Attend meetings to learn about new products and services and receive technical assistance in developing new accounts.
  • Generated new leads and prospective clients above daily goal of 10 new accounts per day.
  • Handle cold calling tasks, secure multiple referrals, and land new accounts.
  • General Life Agent duties Handled existing accounts and brought in many new accounts.
  • Maintain accounts and secure new accounts for all need of the client.

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6. Analyze Insurance Program

high Demand
Here's how Analyze Insurance Program is used in Life Insurance Agent jobs:
  • Called policyholders to deliver and explain policies, to analyze insurance program, and to offer suggestions for changes and beneficiaries.
  • Customize insurance programs and consistently review and analyze insurance programs to provide clients with guidance regarding modifications to selected policies.
  • Conduct information-gathering meeting with potential clients; analyze insurance programs and present potential solutions that match their financial needs.
  • Coordinate with policyholders to deliver and articulate policy, analyze insurance program, and advise for necessary changes and additions.
  • Provide highly personalized service to policyholders, analyze insurance programs and suggest additions or changes when necessary.
  • Communicated with policyholders to deliver and explain policy information, analyze insurance programs and suggest changes.

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7. Insurance Plans

high Demand
Here's how Insurance Plans is used in Life Insurance Agent jobs:
  • Traveled throughout California to present payroll deduction life insurance plans.
  • Developed customized insurance plans for clients utilizing the companies programs.
  • Consulted clients and potential clients regarding the best insurance plans available for their individual needs, processed applications and some underwriting.
  • Typed quotes, created brochures, visited local businesses to enroll new customers in group health and life insurance plans.
  • Explain Midwest, their insurance plans & examples of the best way for them to save money on their insurance.
  • Created and developed life insurance plans in a collaborative effort that met or exceeded client's goals and expectations.
  • Call potential customers to set up appointments to show the variety of insurance plans they are eligible for.
  • Provided overview of features, advantages and disadvantages of various products/policies to promote sale of insurance plans.
  • Conducted effective interviews and needs analysis to direct client to the optimal insurance plans and products.
  • Perform direct negotiations and sales of health insurance plans to 5 to 10 clients per week.
  • Assist customers with challenged credit to secure and implement new health insurance plans over the phone.
  • Identified problem areas within client's life insurance, analyzed risks and suggested other insurance plans.
  • Educated potential clients on the products and services for retirement, and health insurance plans.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Conducted clientele outreach and provided education on different types of life insurance plans.
  • Solicited and prepared health and life insurance plans for individuals and families.
  • Assisted customers in selecting and purchasing various types of life insurance plans.
  • Explained features of different policies to promote sale of insurance plans.
  • Computed costs of insurance plans according to needs of customers.
  • Provide customer with information about different types of insurance plans.

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8. Necessary Medical Examinations

high Demand
Here's how Necessary Medical Examinations is used in Life Insurance Agent jobs:
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured policy requirements were fulfilled including necessary medical examinations and appropriate forms.
  • Ensured that policy requirements are fulfilled including any necessary medical examinations, appropriate forms and premium payment methods.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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9. Final Expense

high Demand
Here's how Final Expense is used in Life Insurance Agent jobs:
  • Marketed and presented final expense policy to applicants.
  • Specialized in final expense and Medicare supplements.
  • Mortgage Protection Insurance final expense insurance annuities
  • Provided clients with final expense insurance
  • Appointed with several insurance carriers, working from home and in the field selling Final Expense and Mortgage Protection insurance.
  • Specialized in the senior market with Medicare Advantage programs, Life, Long Term Care and Final Expense policies.
  • Generate insurance sales packages; specializing in final expense benefits, mortgage protection, and tax free retirement programs.
  • Placed in force over 500 policies of final expenses and term life combine within 10 months.
  • Contacted prospective clients to present information on Final Expenses and choose an appropriate life insurance plan.
  • Educated clients on needs for Final Expense product accordingly based on client's individual situation.
  • Showed clients a peace of mind, knowing that their final expenses were taken care
  • Conducted group presentations to seniors on Life Insurance products, specializing in final expense.
  • Set up appointments for in home applications for clients seeking final expense and mortgage protection
  • Offer products to cover final expenses, mortgage protection, and college education.
  • Represent final expense, mortgage protection, supplemental insurance products and annuities.
  • Help seniors citizens qualify and write them a final expense policy.
  • Explain options to set up final expense plans.
  • Assist families in determining their final expense needs.
  • Provided final expense coverage to families in need.
  • Sell Final expense policies when leads are available

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10. Disability Insurance

high Demand
Here's how Disability Insurance is used in Life Insurance Agent jobs:
  • Provide Life/Health/Disability insurance for working families.
  • Mortgage Protection, Life Insurance, Long Term Care, Disability Insurance, 401k Rollovers, Children Policies, Health Insurance
  • Worked with clients to identify the specific life and disability insurance products that would address their own personal needs.
  • Offered a variety of products including fixed annuities, life insurance, long term care & disability insurance.
  • Provided service to client's changing insurance needs by selling life, health, and disability insurance.
  • Licensed in the state of Indiana to sell Life, Health, and Disability Insurance.
  • Worked as a career agent selling life, health and disability insurance to Lutheran people.
  • Assisted in adjusting clients' entire life and disability insurance needs as required.
  • Guided clients in gathering financial records from life and disability insurance.
  • License to sell Life, Health, and Disability Insurance.
  • Advised both public school teachers and other public employees on their retirement plans including fixed annuities, life and disability insurance.
  • Sell Life, Health, and Disability Insurance Provide Financial Products for Retirement Planning Sell Annuities

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11. Whole Life

high Demand
Here's how Whole Life is used in Life Insurance Agent jobs:
  • Purchased television media advertisement leads from universal benefits; arranged appointments for presentations and sold whole life products to families.
  • Sell different types of insurance, such as whole life, term, accidental death, and cancer insurance policies.
  • Sell whole life insurance policies to individuals over the telephone (Telesales) from home or office nationally.
  • Utilized sales and marketing skills to sell universal and whole life policies part-time while attending the University of Chicago
  • Educated clients on products that include indexed universal life, term life insurance, and whole life insurance.
  • Help explain the different in whole life and term policies and show them the need for life insurance.
  • Presented summaries of various options, term life, whole life and universal life plans with dividends.
  • Marketed various Life Insurance products e.g., Term and Whole Life to new and existing customers.
  • Offered final expense whole life insurance coverage to individuals and families from ages 0- 85!
  • Arranged and conducted meetings with potential clients to discuss the benefits of whole life insurance.
  • Provided service to clients changing insurance needs by selling term and whole life insurance policies.
  • Provide term and whole life insurance options to union members Educate members on final expense solutions
  • Enrolled clients in various whole life insurance policies based on the clients particular need
  • Closed and wrote over $5,000 in whole life and term policy premiums.
  • Licensed and experienced to sell final expense whole life insurance in 10 States.
  • Provide them with Whole Life Insurance, Term Life Insurance, Children plans.
  • Provide individuals with life insurance, both term and whole life insurance.
  • Sell whole life, universal life or term life insurance.
  • Provided services regarding WHOLE LIFE and TERM LIFE insurance policies.
  • Educate clients on term, whole life products and annuities.

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12. Payment Method

high Demand
Here's how Payment Method is used in Life Insurance Agent jobs:
  • Communicated with policyholders and analyzed insurance programs, calculated premiums and established payment methods to satisfy their needs.
  • Calculated premiums and established payment method.
  • Calculated premiums and establish payment methods to ease clients' burden of financial worries.
  • Evaluated customer needs, recommended products, determined premiums, and establish payment method.
  • Develop quotes, makes sales presentations, close sales, and calculate payment method.
  • Receive payments; setting up different payment method and calculate premiums.
  • Calculate premiums and establish payment methods for new and existing Clients.
  • Customize insurance programs to suit individual customers * Calculate premiums and establish payment method.
  • Call clients and set up appointments Calculate premiums and establish payment method.
  • Calculate premiums and establish payment method.Conduct live presentations in clients homes.

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13. New Agents

high Demand
Here's how New Agents is used in Life Insurance Agent jobs:
  • Preformed General Duties: Servicing existing customers, scouting new agents, finding new customers, Marketing and Promotions of Product
  • Write life insurance policies for clients* Resolve issues with client policies* Train new agents in a classroom and field setting* Recruit
  • Mentor incoming agents to have successful careers in company by training new agents and providing proper tools to use.
  • Mentor and train new agents to become familiar with products and improve their skills to become successful agents.
  • Trained and mentored new agents on the company techniques for presentations of life insurance policies to prospective clients.
  • Set up agencies within territories, recruited new and trained new agents, provided leads for sales.
  • Provided training to new agents & worked with them in the field to help develop sales abilities.
  • Train and educate new agents in the field for licensing and compliance with local and federal laws.
  • Hired and trained new agents and supervised sales incentives to insure annual premium goals were met.
  • Trained new agents on products and policies, and delivery of scripted presentations.
  • Trained new agents within the first two months of within with the company.
  • Trained new agents with computer sales techniques, sales leads and sales tracking.
  • Recruited and trained new agents in all aspects of life insurance and sales.
  • Train our new agents in properly setting appointments and writing policies.
  • Recruit and Train new agents, AP, AR and commissions payroll
  • Assist new agents through joint field work and product training.
  • Recruited and interviewed new agents to join our sales team.
  • Helped train new agents with computers and everyday office procedures.
  • Pioneered training systems for new agents through the mentoring program.
  • Market, sell life insurance/Annuity and recruit new agents.

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14. Annuity

high Demand
Here's how Annuity is used in Life Insurance Agent jobs:
  • Job Description-Life and annuity products to individuals, identifying prospective clients using established lead methodologies for new business.
  • Represented the following insurance products: Life, Health, Disability, Annuity, Long Term Care and Home Health Care.
  • Provided profitable sales, service, and collections of existing clients while building a book of a life and annuity business.
  • Serviced existing accounts and helped 11 P&C Agents with their Life and Annuity applications through the underwriting process.
  • Provide life insurance and annuity products as a Fraternal Life Agent, licensed in the state of California.
  • Maintained a regular follow-up schedule with each active client, to go over changes with their annuity.
  • Provided high net-worth clients with annuity, long term, and other types of life insurance products.
  • Licensed Agent in the selling of Life Insurance, Long Term Care, and Annuity Products.
  • Serviced over 3200 Life Insurance accounts several million dollars in fixed annuity policies.
  • Appointed and certified with most top life and annuity providers in the U.S.
  • Licensed Life and Annuity Agent to sell policies in 14 states.
  • Initiated research and wrote proposals on new disability and annuity products.
  • Licensed and practiced in Life insurance and Annuity for my clients.
  • Achieved state certification in Annuity Suitability and Long Term Care Sales.
  • Field Underwriter for numerous life and annuity insurance companies.
  • Sell products for ten different insurance and annuity companies
  • Closed several large annuity accounts during my tenure.
  • Train all prospects and new ream members.Certified with Met life annuity products.
  • Sell life insurance and annuity programs Collect premiums on a daily basis Service book of 500 policies Service clients at their homes

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15. Financial Resources

average Demand
Here's how Financial Resources is used in Life Insurance Agent jobs:
  • Educated families and businesses on how to take control of their financial resources while keeping assets prudent and safe.
  • Customize insurance programs to suit individual customers based on their financial resources and needs.
  • Interviewed prospective clients to obtain data about their financial resources and needs.
  • Interviewed future clients to determine their financial resources and needs.
  • Call potential clients to expand their customer base Interview prospective clients to get information about their financial resources.
  • Explained features, advantages and disadvantages of various policies and evaluated clients' financial resources to provide appropriate coverage recommendations.

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16. Financial Situations

average Demand
Here's how Financial Situations is used in Life Insurance Agent jobs:
  • Develop coordinated protection plans matched to individual client needs and financial situations.
  • Identified client's particular needs and financial situations by scheduling fact finding appointments; determining extent of present coverage and investments.
  • Provide sound and ethical advice to existing clients in financial situations which can provide retirement and family stability.
  • Collected premiums from clients of all financial situations, offering solutions such as post-dated checks.
  • Determine clients' specific needs and financial situations by scheduling fact-finding appointments.
  • Schedule in-home appointment to determine client's particular needs and financial situations.
  • Applied fact-finding to determine clients' needs and financial situations.
  • Determine client's particular needs and financial situations.
  • Determine clients' needs and financial situations by scheduling needs based analysisappointments.

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17. Policy Requirements

average Demand
Here's how Policy Requirements is used in Life Insurance Agent jobs:
  • Ensured that policy requirements were fulfilled and the appropriate forms completed.
  • Ensured that clients qualified for the various policy requirements.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.
  • Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

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18. Particular Needs

average Demand
Here's how Particular Needs is used in Life Insurance Agent jobs:
  • Handle claims and work with families on other particular needs.
  • Network and obtain new clients advising about the appropriate amounts of insurance and coverage for their particular needs.
  • Determined client particular needs by scheduling appointments to further understand needs and wants to offer the best service.
  • Determined clients' particular needs and sold additional insurance products to fill gaps in policy.
  • Analyzed clients' particular needs and financial situation to provide coverage for final expense insurance.
  • Promoted and presented varieties of insurance products that meet clients' particular needs Developed long-term relationship with clients and provided additional supports

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19. Present Coverage

average Demand
Here's how Present Coverage is used in Life Insurance Agent jobs:
  • Determined client needs by scheduling fact-finding appointments while determining extent of present coverage and investments.
  • Determined clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage ascertaining protection goals and financial commitments.
  • Determine clients' needs and financial situations by scheduling fact-finding appointments determining extent of present coverage and investments.
  • Accessed extent of present coverage and investments ascertaining any gaps in protection to up-sell additional insurance products.
  • Scheduled fact-finding appointments; determining extent of present coverage and investments to cross-sell products.
  • Determine client's particular needs and extent of present coverage and coordinate a protection plan by calculating and quoting rates.

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20. Retirement Planning

average Demand
Here's how Retirement Planning is used in Life Insurance Agent jobs:
  • Provided comprehensive financial planning services, retirement planning and estate planning.
  • Provided an array of financial products including life insurance, annuities, estate planning, and strategies for retirement planning.
  • Helped educate clients on important life decisions, including estate conservation, insurance protection, college funding and retirement planning.
  • Licensed Agent specializing in Life Insurance, Long Term Care, Retirement Planning, College Funding and Final Expense.
  • Provide college saving vehicles, retirement planning, mortgage protection, death benefits, living benefits and cash savings.
  • Help clients to achieve their financial goals for their future (I.e retirement planning, tax diversifying portfolios)
  • Helped clients prepare for retirement planning, Long-Term care, Short-term care, and Death planning.
  • Assist new and existing clients identify Life Insurance and retirement planning needs.
  • Led retirement planning seminars to senior groups at hospitals and community centers.
  • Recognized as a subject matter expert in retirement planning solutions; generated key recommendations on available plans to meet individual needs.
  • Customized life insurance, retirement planning, and estate planning needs for clients Developed investment portfolios suited to their specific financial goals
  • Provide professional financial planning, retirement planning, and estate planning for clients.
  • Marketed medigap insurance and prescription drug coverage to seniors Identified investment opportunities for retirement planning

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21. Scheduling Appointments

average Demand
Here's how Scheduling Appointments is used in Life Insurance Agent jobs:
  • Determined client needs and financial situations by scheduling appointments; determining the extent of present coverage and ascertaining long-term goals.
  • Negotiate agreement by scheduling appointments, cold calling on businesses and individuals.
  • included scheduling appointments via telephone to give the presentation to potential life insurance clients.
  • Maintained the insurance agent's calendar, to include, scheduling appointments.

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22. Individual Customers

average Demand
Here's how Individual Customers is used in Life Insurance Agent jobs:
  • Customized insurance programs to suit individual customers and businesses.
  • Customize insurance policies to suit individual customers.
  • Presented and sold premium health and life insurance products to small and medium sized businesses as well as individual customers.
  • Customized insurance programs to suit individual customers' needs by assessing and creating the best program possible.
  • Customized insurance programs to suit individual customers, covering wide variety of risks and financial planning strategies.
  • Customize insurance programs to suit individual customers through Columbian Financial Group, covering a variety of risks.

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23. Financial Needs

average Demand
Here's how Financial Needs is used in Life Insurance Agent jobs:
  • Participated in cross selling of alternative investment and/or generating sales referrals based on customers' financial needs.
  • Offered income protection/expense management for families financial needs -Total word of mouth and referral business acquired
  • Solicited prospective clients, analyzed within a team environment information regarding their present financial needs.
  • Coordinated appointments with clients to provide and discuss information regarding their financial needs analysis.
  • Conducted financial needs analysis; analyzed clients portfolios and presented potential solutions.
  • Utilize financial needs analysis assessment procedures to determine proper insurance needs.
  • Set up financial needs analysis for families to help them become properly protected, debt free, and financially independent.
  • Interview prospective clients to learn about their financial needs and discuss any available coverage suitable for the purposed consumer.
  • Provided Financial Needs Analysis to assist clients in taking the appropriate steps to guarantee success in reaching financial goals.
  • Reviewed and analyzed financial needs for each customer in order to protect financial loss if a death would occur.
  • Self-generated leads and assisted individuals in selecting the appropriate life insurance policies to meet their financial needs.
  • Set up appointments by phone through referrals and personal observation with individual prospects to determine financial needs.
  • Followed up with my clients to maintain relationship to help them with any new financial needs.
  • Rock Island, Illinois Set appointments with potential clients to discuss and pinpoint their financial needs.
  • Complete contracts and policies that meet my client's goals for their insurance and financial needs.
  • Provide Financial Needs Analysis to all prospective clients which helps determine their financial future
  • Educate and assist individuals and families with income protection and other financial needs.
  • Suggested the amount and type of coverage according to Financial Needs Analysis tools.
  • Contacted and met with new potential clients to discuss financial needs and concerns.
  • Provide financial needs analysis to individual clients to help support their families.

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24. Financial Services

average Demand
Here's how Financial Services is used in Life Insurance Agent jobs:
  • Reviewed outstanding mortgage balances and recommended financial services in order to cover potential loss.
  • Offer financial services including income protection and asset accumulation to middle income families.
  • Conduct and organize outreach activities to recruit participants to market financial services.
  • Network marketing representative Provided financial services for mortgage refinancing and insurance sales
  • Provide very intimate services in the insurance and financial services marketplace
  • Provide value based insurance/financial services to families.
  • Self-employed from 7/97/-12/02 as a Registered Representative of the NASD, also Life Insurance Agent in the Financial Services Industry.
  • Offer a unique way to build a financial services by helping individuals and families to plan for their financial future.
  • Help families with financial services in life insurance; auto/home insurance; debt resolution; and retirement savings.
  • Interact and prospect for potential clients focused on final expense or financial services needs on a daily basis.
  • Fully-licensed by the NYS Insurance Department on a variety of life insurance policies and financial services options.
  • Assist clients in financial planning through life insurance, financial services, and other related venues.
  • Trained and certified in Financial Services, helping individuals and families secure a better financial future.
  • Determine each client's financial services needs and craft proposals to sell services.
  • Establish investment portfolio through many of our financial services for business needs.
  • Managed to up-sell financial services by focusing on customer's needs.
  • Assisted Family with Financial Services such as, retirement and investment.
  • Trained for financial services toward attaining a securities license.
  • Prospected, presented, and sold financial services products
  • Sell and service various financial services products.

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25. Business Owners

average Demand
Here's how Business Owners is used in Life Insurance Agent jobs:
  • Motivated, personable successful track record of profitable small business ownership.
  • Networked with business owners and professionals in providing total insurance planning.
  • Develop new opportunities with professionals and small business owners.
  • Develop ongoing networking relationships with Small Business owners.
  • Provided informative telephonic and face to face customer sales and support to current clients and small business owners.
  • Advised business owners on tax free income, partnership protection, retirement accumulation, and estate planning.
  • Market to women, all individuals and business owners on financial and insurance and asset protection products.
  • Authorized to write health and life insurance plans for small business owners, self employed and individuals
  • Created solutions for business owners and assisted with buy-sell agreements as well as key man insurance.
  • Speak with individual clients, families, and business owners about their financial concerns and needs.
  • Worked closely with local business owners and board members of labor unions to extend employee benefits.
  • Specialized in providing financial knowledge and solutions to individuals, families, and business owners.
  • Provide quotes and conduct presentation for Life and health products for individual and business owners.
  • Worked with business owners to cover liabilities as well as development of succession plans.
  • Educate women, individuals and business owners on financial and insurance products.
  • Established and maintained high network portfolios and business owners in North Texas.
  • Consulted with individuals and business owners to improve their future financial planning.
  • Discussed financial concerns and needs of individuals and business owners.
  • Sourced business from referrals as well as business owners.
  • Worked with individuals as well as small business owners.

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26. Phone Calls

average Demand
Here's how Phone Calls is used in Life Insurance Agent jobs:
  • Answered incoming phone calls from contract holders, brokers and internal clients regarding all aspects of variable and fixed annuity products.
  • Answered phone calls to assist customers with quotes, taking their payments, and insuring or making changes to their policy.
  • Assisted with office duties: answering phone calls, faxing, electronic scheduling, errands, paper work etc.
  • Develop a long-term relationship with clients by maintaining regular contact, follow-up visits, and phone calls.
  • Identify, resolve and follow up on client concerns through emails, phone calls and personal visits.
  • Learned how to grow my business through phone calls, door knocking, and seminars.
  • Displayed excellent use of communication by placing phone calls to prospective clients to set appointments.
  • Contacted new prospects via mail and phone calls and set up appointments.
  • Respond to emails and text messages and phone calls about open position.
  • Worked directly with Clients, Scheduled appointments, phone calls and Sales
  • Handle Inbound phone calls from customers regarding their Life Insurance options.
  • Track sales clients and update them via phone calls and emails.
  • Acquire new clients through phone calls, mail and personal contact.
  • Received visitors, telephone calls, email, and faxes.
  • Perform customer service on phone calls and in person.
  • Make phone calls and leave messages in English and Spanish
  • Make phone calls and set appointments for policies review.
  • Ensured phone calls were made to confirm appointments.
  • Make phone calls, visit houses and businesses.
  • Use computer system to make phone calls.

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27. Appropriate Forms

average Demand
Here's how Appropriate Forms is used in Life Insurance Agent jobs:
  • Addressed and answered customer inquiries in a timely manner Contacted Underwriters and submitted appropriate forms to obtain binder coverage
  • Obtained underwriting approval by ensuring completion of appropriate forms and any necessary medical examinations.
  • Provide continuing customer service by completing appropriate forms; processing changes in beneficiary and policy loan applications.
  • Complete appropriate forms and schedule medical examinations if needed.
  • Reviewed payment plans, processed payments, issued receipts, provided proof of insurance, and obtained signatures on appropriate forms.
  • Provide protection for those in need, fulfill accurate field underwriting, and complete appropriate forms to finalize process.

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28. Physical Condition

average Demand
Here's how Physical Condition is used in Life Insurance Agent jobs:
  • Interview prospective clients to obtain financial and physical condition data and discuss any existing insurance.
  • Evaluated the physical condition of the person or property to be insured and discussed any existing coverage.
  • Interact with interested people in order to find out about their financial and physical condition.
  • Suggested policies which would optimize prospective clientele's coverage based on their current financial and physical condition.
  • Ascertain the physical condition of the person to be insured, and discuss any existing coverage.
  • Determine the physical condition of person or property to be insured.

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29. Client Relationships

average Demand
Here's how Client Relationships is used in Life Insurance Agent jobs:
  • Maintained business management system to cultivate and retain strong client relationships.
  • Seek expansion of business opportunities through referrals from existing client relationships.
  • Developed new and existing client relationships through various networking channels.
  • Maintained client relationships and developed long-term sustained clients.
  • Establish client relationships and use a client-focused, needs-based review process to educate clients about insurance and financial services options.
  • Build new client relationships, offering various auto, home, life and personal liability insurance products and services.
  • Managed client relationships, cross-sold insurance products and acted as liaison with New York Life and its affiliates.
  • Manage client relationships to ensure that client's needs and requirements are met.
  • Maintain personal schedule and appointments as well as keep up with client relationships.
  • Recognized for commitment to quality service and building strong client relationships.
  • Prospected for leads; built and maintained client relationships.
  • Meet sales goals, build and maintain client relationships.
  • Continued client relationships throughout my time as their agent.
  • Developed wealth planning strategies for maintaining and further penetrating existing client relationships (including pre-call planning and post-call follow-up activities).
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.

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30. Policy Holders

low Demand
Here's how Policy Holders is used in Life Insurance Agent jobs:
  • Handled all administrative paperwork from preliminary conversations with policy holders to third parties.
  • Maintained an organized calendar of scheduled appointments and interviews for new policy holders.
  • Called/booked appointments with prospective policy holders Memorized and recited sales script from memory.
  • Maintained excellent relationships with policy holders through telephone contact and personal visits.
  • Picked up and delivered specimen samples from prospective insurance policy holders.
  • Conducted annual reviews of existing policy holders.
  • Call on policy holders to deliver and explain policy to analyze insurance programs and suggest additions or changes to beneficiaries.
  • Called and issued appointments to referrals made by existing policy holders to offer them policies based on their needs.
  • Provide guidance to policy holders with regard to service matters, forwarding them to proper channels when necessary.
  • Collect premiums from policy holders based on a prearranged schedule and continuously prospecting for sales opportunities.
  • Make presentations and determine policy holders individual needs to calculate and quote rates for immediate coverage.
  • Called on existing policy holders to explain policies and set up appointments for revisions and changes.
  • Provide policy reviews; Write new policies; Make ADB calls for policy holders
  • Act as a Liaison between the policy holders and the insurance company.
  • Schedule appointments by calling leads generated from sales and existing policy holders.
  • Assist policy holders with claim issues and customer service related issues.
  • Help policy holders settle insurance claims in the event of loss.
  • Handled customer service issues and complaints for policy holders.
  • Processed death and disability claims for policy holders.
  • Help policy holders settle claims.

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31. Sales Goals

low Demand
Here's how Sales Goals is used in Life Insurance Agent jobs:
  • Presented organizational skills that provided prospecting analysis to meet sales goals.
  • Surpassed sales goals to become one of the leading 10% of sales reps for the Southern Region.
  • Achieved individual and team sales goals which assisted in exceeding agency goal of 40 policies a month.
  • Succeed requirements for a new agent, which included sales goals and education goals.
  • Job responsibilities: Direct sales, organization, customer relations and achieving sales goals
  • Exceeded targeted sales goals by 23% in time with the company.
  • Meet sales goals daily to ensure productivity and generate more business.
  • Exceeded targeted sales goals by at least 10% a period.
  • Developed strategic marketing plans and personal sales goals which exceeded quotas.
  • Compiled reports, tracked sales goals for region.
  • Meet or exceed monthly sales goals consistently.
  • Meet individual and company sales goals.
  • Define and achieve sales goals.
  • Top Producer, consistently exceeded sales goalsQualified, presented and sold insurance to clients over the telephone

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32. Phone Solicitation

low Demand
Here's how Phone Solicitation is used in Life Insurance Agent jobs:
  • Approached potential clients by utilizing mailings and phone solicitation; making presentations
  • Contacted potential clients by utilizing mailings and phone solicitation.
  • Approach potential clients by utilizing phone solicitation.
  • Set up appointments via telephone solicitation with prospective clients * Performed sales presentations for life insurance products * Serviced existing clients
  • Approach potential clients by phone solicitation or direct personal contact to schedule orientation.
  • Approach potential clients via phone solicitation, mailers and referrals.

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33. Long-Term Goals

low Demand
Here's how Long-Term Goals is used in Life Insurance Agent jobs:
  • Evaluated personal needs of clients and prepared customized financial plans to match those needs and long-term goals.

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34. Financial Products

low Demand
Here's how Financial Products is used in Life Insurance Agent jobs:
  • Conducted informational weekly radio show on financial products.
  • Educated customers in various financial products.
  • Assist clients in meeting their estate, retirement and benefit needs with New York Life's insurance and financial products.
  • Promote financial products, assist consumers in debt reduction solutions, and offer life insurance to qualified persons
  • Advised prospective and current clients on the appropriate financial products to suit their needs and overall budget.
  • Sell life insurance and financial products to people and businesses while maintaining all records to regulatory standards.
  • Sell life insurance and financial products to protect families and achieve financial stability and lifetime goals.
  • Market and sell appropriate investment products, financial products and wealth management services / customers.
  • Matched the needs of my customer base with a divers offering of financial products.
  • Provided individuals, families, and small business with life insurance and financial products.
  • Market and sell life insurance and other financial products to individuals and businesses.
  • Assist customers with Life Insurance and Financial Products tailored to their needs.
  • Explained the advantages of a fraternal organization and all their financial products.
  • Gained knowledge about Life Insurance & other types of financial products.
  • Market and sells financial products and services to B2B and B2C.
  • Market financial products to solve present and future financial issues.
  • Licensed Insurance Producer Sold Life insurance, auto & home as well as an array of other financial products and services.
  • Conducted group presentations with management, employees, and human resources, supporting further advertisement of company's financial products.
  • Represent term life insurance and financial products, serving as a trusted advisor to individuals and families.
  • Prospect, Network, and sell financial products to the general public along with businesses.

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35. Policy Renewals

low Demand
Here's how Policy Renewals is used in Life Insurance Agent jobs:
  • Maintained records and handled policy renewals, ensuring policy requirements are met with necessary documentation and form completion.
  • Perform administrative task and handle policy renewals.
  • Handle policy renewals for existing policyholders.
  • Monitor insurance claims, maintain customers' records and handle policy renewals.
  • Develop ways of maintaining records and handling policy renewals.
  • Handle policy renewals Maintain electronic and paper records Help policyholders settle claims

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36. Potential Customers

low Demand
Here's how Potential Customers is used in Life Insurance Agent jobs:
  • Presented presentations over the phone to potential customers and explained objectives and benefits of various insurance programs.
  • Scheduled appointments with potential customers through personal referrals to write policies.
  • Prospect for potential customers via cold calling, door knocking and referrals in an effort to schedule appointments with potential clients.
  • Generate new business by contacting potential customers to set appointments, and write-one or more types of insurance coverage.
  • Help insurance companies generate new business by contacting potential customers and selling one or more types of insurance.
  • Worked within boundaries of Do Not Call Lists and Called potential customers explaining the need for Life Insurance.
  • Export, Pa 15632 Provided potential customers with information about the benefits of Lincoln Heritage final expense policies.
  • Scheduled appointments by making cold calls to potential customers for life insurance and other products we presented.
  • Evaluate potential customers' final expense insurance needs and sell best options to satisfy those needs.
  • Set appointments to educate the potential customers on the importance of life insurance for their families.
  • Coordinate appointments for potential customers and offer the services of each of the products.
  • Explain to potential customers the benefits of whole life and perform a needs analysis.
  • Engaged with potential customers on the advantages on life insurance as an investment.
  • Sell term and final expense life insurance to potential customers via the telephone.
  • Called potential customers to see if they re interested in scheduling an appointment.
  • Explained various life insurance policies to potential customers and processed premium payments.
  • Scout and network potential customers to ensure sales goals were met.
  • Contacted potential customers that had responded to our ads.
  • Sell potential customers on the benefits of our products.
  • Write policies for potential customers for whole life expense coverage

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37. Underwriting Approval

low Demand
Here's how Underwriting Approval is used in Life Insurance Agent jobs:
  • Complete an application and phone interview to get underwriting approval.
  • Submit policies for underwriting approval and deliver to clients.
  • Maintain electronic and paper records Obtains underwriting approval by completing application for coverage.
  • Obtained underwriting approval by completing applications, analyzed, explained and delivered policy.
  • Obtain underwriting approval and complete coverage by delivering policy and planning future follow-up visits to evaluate needs.
  • Obtain underwriting approval by completing application for coverage, and developing as strong relationship with underwriters.

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38. Sales Presentations

low Demand
Here's how Sales Presentations is used in Life Insurance Agent jobs:
  • Translated sales materials into Spanish and conducted group and individual sales presentations.
  • Created marketing letters for regional managers and developed bank-wide sales presentations.
  • Presented multiple product sales presentations to demographically diverse clientele.
  • Developed compelling sales presentations to address the growing needs of the senior market with regard to final expenses.
  • Excelled at client research, developing effective sales presentations, and maintaining positive relationships with client base.
  • Perform scripted sales presentations in a potential customer's home to gain life insurance policyholders.
  • Administered sales of mortgage life insurance through leads and sales presentations at clients' homes.
  • Performed weekly marketing and sales presentations to staff sizes ranging from 5 to 100 individuals.
  • Achieved and maintained knowledge and proficiency in all products, sales presentations and software applications.
  • Conducted sales presentations, closed sales, built rapport, generated leads from clients.
  • Conducted in home sales presentations for multiple lines of insurance products.
  • Prospect and deliver sales presentations to current clients and prospects.
  • Present sales presentations to customers.
  • Develop insurance quotes, makes sales presentations, and close sales.Establish client relationships and follow up with clients, as needed.
  • Exceled at client research, developing effective sales presentations, and following up on a regular basis with existing client base.
  • Make sales presentations Help client fill out Insurance applications
  • Conduct needs analysis sales presentations Penetrate new client territories Financial planning and personal account management

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39. Appointment Setting

low Demand
Here's how Appointment Setting is used in Life Insurance Agent jobs:
  • Maintained precise schedules, appointment setting, client data base, and networking
  • Create pipeline and referral base through union leads and appointment setting.
  • attended booking night ( long night of in office booking and appointment setting).

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40. Immediate Coverage Action

low Demand
Here's how Immediate Coverage Action is used in Life Insurance Agent jobs:
  • Coordinate a protection plan by calculating and quotingrates for immediate coverage action and long term strategy implementation.
  • Determined clients' financial needs and provided immediate coverage action and long-term strategy implementation.
  • Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Calculated and quoted rates for immediate coverage action and long-term strategy implementation.
  • Develop a coordinated health insurance plan by calculating and quoting rates for immediate coverage action.

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41. Cold Calls

low Demand
Here's how Cold Calls is used in Life Insurance Agent jobs:
  • Required to spend structured time daily making outbound cold calls in Call Clinics strictly overseen by management.
  • Prospected leads by making 70+ cold calls and using a systematic sales funnel and other sales strategies/tactics.
  • Generated sales through cold calls, business to business calls, holding events, and referrals.
  • Generated Leads, Cold Calls, Group Presentation, Monthly Follow-up with Accounts and Clients.
  • Performed, on average, 100 cold calls per day to market to potential clients.
  • Sell insurance products, cold calls, presentations at prospect's residence.
  • Required to make 30 cold calls and set 8 appointments per day.
  • Increased current list of clients through prospecting and cold calls.
  • Prospected for clients through referrals, networking and cold calls.
  • Make cold calls, build a book of business.
  • Received new prospects by referrals or cold calls.
  • Make warm/cold calls for potential prospects/clients.

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42. Insurance Options

low Demand
Here's how Insurance Options is used in Life Insurance Agent jobs:
  • Supply individuals and companies with life insurance options and supplemental benefits.
  • Conducted seminars to educate customers on different insurance options.
  • Calculated quotes and educated potential clients on insurance options.
  • Informed clients of their options pertaining to Life Insurance options and other opportunities to help secure their legacy.
  • Visited prospective clients to offer them life insurance options they were eligible for through their union or organization.
  • Ascertained specific life insurance options to suit individual policies and satisfaction, often covering a variety of risks.
  • Based on a needs analysis, I would help them navigate the insurance options available to them.
  • Conducted in-home assessments and presentation of various health, life and supplemental insurance options.
  • Provide quotes and advise clients on insurance options, rates, and coverage.
  • Delivered additional benefits to Union Members and Insurance options to applying members.
  • Set appointments to meet with clients and go over life insurance options.
  • Meet members in homes and present life insurance options.
  • Advertise different insurance options offered by the company.
  • Counseled clients on health and life insurance options.
  • Assist Union Members with Life Insurance options
  • Call potential clients for life insurance Meet potential clients and provide to educate and discuss life insurance options
  • Field inbound calls Advise consumers on affordable health and life insurance options available to them
  • Worked with clients to improve their insurance options Worked with clients to help manage their debt Interviewed potential team members

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43. Administrative Tasks

low Demand
Here's how Administrative Tasks is used in Life Insurance Agent jobs:
  • Performed administrative tasks and maintained records.
  • Performed administrative tasks that included keeping detailed records, names, telephone numbers and addresses of every policy holder I ensured.
  • Performed administrative tasks, such as maintaining a database, handling new policy issues and policy renewals.
  • Perform a variety of administrative tasks that support the overall mission of quality performance and service.
  • Performed all administrative tasks for clients' policy updates and death claims.
  • Do administrative tasks, such as keeping records and handling policy renewals.
  • Perform administrative tasks such as maintaining records.

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44. Community Outreach

low Demand
Here's how Community Outreach is used in Life Insurance Agent jobs:
  • Completed weekly networking events and community outreach opportunities in order to identify community needs while also promoting brand awareness.

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45. Special-Interest Groups

low Demand
Here's how Special-Interest Groups is used in Life Insurance Agent jobs:
  • Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Created a database with all clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Develop long-term sources of clients using referrals, occupational, and special-interest groups.
  • Developed client base by using referrals, occupational, and special-interest groups.

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46. Future Follow-Up

low Demand
Here's how Future Follow-Up is used in Life Insurance Agent jobs:
  • Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Plan future follow-up visits with Union and Association members.
  • Complete coverage by delivering policy; planning future follow-up - Develop base for long-term sources of clients by using referrals

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47. Long-Term Strategy Implementation

low Demand
Here's how Long-Term Strategy Implementation is used in Life Insurance Agent jobs:
  • Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

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48. Insurance Companies

low Demand
Here's how Insurance Companies is used in Life Insurance Agent jobs:
  • Contacted insurance companies and prepared appointments for clients while attaching the necessary documents into the computer agency manager.
  • Provide representation of major insurance companies to small business and individuals.
  • Interacted with patients, helped patients with the applications process, communicated with doctors, lawyers, and Insurance companies.
  • Sell various types of insurance policies individuals on behalf of insurance companies, including fire, life, and property.
  • Accumulated information was then sent to various health insurance companies to obtain the best rate for the most appropriate plan.
  • Compared 20 different insurance companies to give clients the best price based on their personal and medical background.
  • Handle file our applications and mail to insurance companies I represent more than 12 different life insurance companies.
  • Understand and apply the guidelines of the several products offered by 6+ major A-rated life insurance companies.
  • Worked for five different insurance companies to compare and provide the best coverage for my clients.
  • Contracted with multiple insurance companies to choose best qualified product for my client's needs.
  • Contracted with Health and Life Insurance companies to provide coverage needed by my clients.
  • Searched various insurance companies in order to obtain the best fit for my clients.
  • Solicited homeowners and banking clients for life insurance through major insurance companies.
  • Comparison-shopped top rated insurance companies to find best rates for customers.
  • Work directly with insurance companies to help with any client needs.
  • Work closely with insurance companies to insure all requirements where met.
  • Contracted with various insurance companies to sell life insurance products.
  • Contracted with various national Insurance companies as a top producer.
  • Provided services and maintain contacts between clients and insurance companies.
  • Handled all follow up with clients & Investment/Insurance companies.

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49. Product Knowledge

low Demand
Here's how Product Knowledge is used in Life Insurance Agent jobs:
  • Performed audits at multiple branches, trained new associates using role playing with product knowledge, and coached to shopping scenarios.
  • Delivered product knowledge, sales, and presentations, to potential and existing clients.
  • Review product knowledge with union members and sell life insurance benefits.
  • Attend continuing education classes for skill and product knowledge upgrade.
  • Meet with prospective clients and provide extensive product knowledge.
  • Demonstrate product knowledge through providing answers to client concerns.
  • Obtained licensing and product knowledge Set Appointments and consulted with individuals to maximize their retirement portfolio
  • Licensed Insurance Policy Writer * Provide Life Insurance to Individuals * Product Knowledge

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50. Outbound Calls

low Demand
Here's how Outbound Calls is used in Life Insurance Agent jobs:
  • Even though the initial calls were inbound, approximately 70% of all my calls were outbound calls.
  • Make outbound calls to prospects that came to company website and received a quote for life insurance.
  • Make outbound calls to Union members setting up an appointment to give them their no-cost benefits.
  • Handled inbound & outbound calls answering questions from members interested in life insurance and financial products.
  • Increase client base and boost sales by prospecting, getting referrals and making outbound calls.
  • Maintain satisfactory level of inbound and outbound calls; creating greater customer service satisfaction.
  • Completed outbound calls to complete research and follow -up activity for additional policy details.
  • Sell both Whole & Term Life Insurance policies via inbound & outbound calls.
  • Prospect daily 80+ outbound calls and handle inbound inquiries from advertising campaigns.
  • Make outbound calls to successfully sell life insurance products.
  • Handle approximately forty outbound calls fifty inbounds calls per day through call center queue.
  • Make outbound calls Pitch a sell Retain the client Provided all information needed to get the policy going.

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20 Most Common Skill for a Life Insurance Agent

Life Insurance36%
New Clients12.7%
Customer Service9.2%
Health Care5.8%
New Accounts3.7%
Analyze Insurance Program2.8%
Insurance Plans2.7%
Necessary Medical Examinations2.5%

Typical Skill-Sets Required For A Life Insurance Agent

RankSkillPercentage of ResumesPercentage
1
1
Life Insurance
Life Insurance
25.9%
25.9%
2
2
New Clients
New Clients
9.2%
9.2%
3
3
Customer Service
Customer Service
6.6%
6.6%
4
4
Health Care
Health Care
4.2%
4.2%
5
5
New Accounts
New Accounts
2.7%
2.7%
6
6
Analyze Insurance Program
Analyze Insurance Program
2%
2%
7
7
Insurance Plans
Insurance Plans
1.9%
1.9%
8
8
Necessary Medical Examinations
Necessary Medical Examinations
1.8%
1.8%
9
9
Final Expense
Final Expense
1.7%
1.7%
10
10
Disability Insurance
Disability Insurance
1.7%
1.7%
11
11
Whole Life
Whole Life
1.6%
1.6%
12
12
Payment Method
Payment Method
1.5%
1.5%
13
13
New Agents
New Agents
1.5%
1.5%
14
14
Annuity
Annuity
1.5%
1.5%
15
15
Financial Resources
Financial Resources
1.5%
1.5%
16
16
Financial Situations
Financial Situations
1.4%
1.4%
17
17
Policy Requirements
Policy Requirements
1.4%
1.4%
18
18
Particular Needs
Particular Needs
1.3%
1.3%
19
19
Present Coverage
Present Coverage
1.3%
1.3%
20
20
Retirement Planning
Retirement Planning
1.2%
1.2%
21
21
Scheduling Appointments
Scheduling Appointments
1.2%
1.2%
22
22
Individual Customers
Individual Customers
1.2%
1.2%
23
23
Financial Needs
Financial Needs
1.2%
1.2%
24
24
Financial Services
Financial Services
1.2%
1.2%
25
25
Business Owners
Business Owners
1.1%
1.1%
26
26
Phone Calls
Phone Calls
1.1%
1.1%
27
27
Appropriate Forms
Appropriate Forms
1.1%
1.1%
28
28
Physical Condition
Physical Condition
1%
1%
29
29
Client Relationships
Client Relationships
1%
1%
30
30
Policy Holders
Policy Holders
1%
1%
31
31
Sales Goals
Sales Goals
1%
1%
32
32
Phone Solicitation
Phone Solicitation
1%
1%
33
33
Long-Term Goals
Long-Term Goals
1%
1%
34
34
Financial Products
Financial Products
1%
1%
35
35
Policy Renewals
Policy Renewals
1%
1%
36
36
Potential Customers
Potential Customers
1%
1%
37
37
Underwriting Approval
Underwriting Approval
0.9%
0.9%
38
38
Sales Presentations
Sales Presentations
0.9%
0.9%
39
39
Appointment Setting
Appointment Setting
0.9%
0.9%
40
40
Immediate Coverage Action
Immediate Coverage Action
0.8%
0.8%
41
41
Cold Calls
Cold Calls
0.8%
0.8%
42
42
Insurance Options
Insurance Options
0.8%
0.8%
43
43
Administrative Tasks
Administrative Tasks
0.8%
0.8%
44
44
Community Outreach
Community Outreach
0.8%
0.8%
45
45
Special-Interest Groups
Special-Interest Groups
0.8%
0.8%
46
46
Future Follow-Up
Future Follow-Up
0.8%
0.8%
47
47
Long-Term Strategy Implementation
Long-Term Strategy Implementation
0.7%
0.7%
48
48
Insurance Companies
Insurance Companies
0.7%
0.7%
49
49
Product Knowledge
Product Knowledge
0.7%
0.7%
50
50
Outbound Calls
Outbound Calls
0.6%
0.6%

14,617 Life Insurance Agent Jobs

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