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Sales agent vs underwriter

The differences between sales agents and underwriters can be seen in a few details. Each job has different responsibilities and duties. Additionally, an underwriter has an average salary of $61,751, which is higher than the $45,217 average annual salary of a sales agent.

The top three skills for a sales agent include customer service, customer satisfaction and life insurance. The most important skills for an underwriter are customer service, investor guidelines, and mortgage loans.

Sales agent vs underwriter overview

Sales AgentUnderwriter
Yearly salary$45,217$61,751
Hourly rate$21.74$29.69
Growth rate10%-4%
Number of jobs391,9878,510
Job satisfaction-3
Most common degreeBachelor's Degree, 48%Bachelor's Degree, 66%
Average age4344
Years of experience6-

What does a sales agent do?

A sales representative is responsible for offering goods and services to potential and existing clients. Sales representatives must display a strong knowledge of the company's products to assist customers with their inquiries and concerns. A sales representative should have exceptional communication skills and extensive knowledge of the sales industry to deliver sales pitches and negotiate pricing offers with the clients. Sales representatives must also keep themselves updated with the current market trends to provide service recommendations, improving their sales to increase revenues.

What does an underwriter do?

An underwriter's duties depend on the line of work or industry involved, such as mortgage companies, insurance, or lending firms. However, an Underwriter's responsibility will mainly revolve around using their extensive expertise on how a company will achieve financial gains, and assessing the possible financial risks of a client by reviewing various aspects to determine their capacity to uphold monetary obligations. Most of the time, the Underwriter's tasks will also involve evaluating a client's credit history, health, assets, overall financial history.

Sales agent vs underwriter salary

Sales agents and underwriters have different pay scales, as shown below.

Sales AgentUnderwriter
Average salary$45,217$61,751
Salary rangeBetween $21,000 And $95,000Between $39,000 And $96,000
Highest paying CityNew York, NYBoston, MA
Highest paying stateNew YorkMassachusetts
Best paying companyGoldman SachsGoogle
Best paying industry-Manufacturing

Differences between sales agent and underwriter education

There are a few differences between a sales agent and an underwriter in terms of educational background:

Sales AgentUnderwriter
Most common degreeBachelor's Degree, 48%Bachelor's Degree, 66%
Most common majorBusinessBusiness
Most common collegeStanford UniversityUniversity of Pennsylvania

Sales agent vs underwriter demographics

Here are the differences between sales agents' and underwriters' demographics:

Sales AgentUnderwriter
Average age4344
Gender ratioMale, 52.7% Female, 47.3%Male, 38.4% Female, 61.6%
Race ratioBlack or African American, 5.7% Unknown, 4.1% Hispanic or Latino, 12.0% Asian, 9.3% White, 68.6% American Indian and Alaska Native, 0.2%Black or African American, 9.2% Unknown, 2.5% Hispanic or Latino, 9.6% Asian, 5.6% White, 72.7% American Indian and Alaska Native, 0.4%
LGBT Percentage6%9%

Differences between sales agent and underwriter duties and responsibilities

Sales agent example responsibilities.

  • Manage a CRM pipeline of hundreds of leads with different needs and qualifications.
  • Generate fresh leads through outbound telemarketing.
  • Achieve sales standards set for department by effectively communicating Humana campaigns to customers.
  • Increase customer understanding of Comcast products and pricing models as well as competitive advantage over other service providers.
  • Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
  • Adhere to all CMS, company, and carrier relate policies and procedures while growing sales.
  • Show more

Underwriter example responsibilities.

  • Attain Jr. underwriter status and AUS underwriting authority.
  • Manage AUS findings and analyze approvals and results accordingly.
  • Complete initial review of appraisals, borrower credit documents, and DU/LP findings according to Fannie Mae and investor guidelines.
  • Research and develop SBA program.
  • Work on project putting together HPR policy.
  • Resolve issues preventing final disposition of REO properties.
  • Show more

Sales agent vs underwriter skills

Common sales agent skills
  • Customer Service, 10%
  • Customer Satisfaction, 10%
  • Life Insurance, 10%
  • Insurance Products, 7%
  • Work Ethic, 6%
  • Cold Calls, 4%
Common underwriter skills
  • Customer Service, 11%
  • Investor Guidelines, 6%
  • Mortgage Loans, 5%
  • Underwriting Guidelines, 5%
  • Financial Statements, 4%
  • FHA, 3%