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41-3021.00Market Standard — pending BLS/OEWS enrichment

Insurance Sales Agents

Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.

Primary Directive

Assist clients in selecting and managing insurance policies.

Execution Steps
  1. 1

    Identify client needs

    Interview prospective clients to gather information about their financial resources and insurance needs.

  2. 2

    Customize insurance programs

    Customize insurance programs to suit individual customers, covering various risks.

  3. 3

    Explain policy features

    Explain features, advantages, and disadvantages of various policies to promote sales.

  4. 4

    Manage administrative tasks

    Perform administrative tasks such as maintaining records and handling policy renewals.

  5. 5

    Develop marketing strategies

    Develop marketing strategies to attract new clients and compete effectively.

Toolbox Requirements
Adobe After EffectsFacebookMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft WindowsMicrosoft WordZoom

Free — no credit card required. 200 messages included.