SALES

Selling and negotiating life, health, property, or other types of insurance to match the needs of their clients.
Attending meetings, seminars, and programs to learn about new products and services.
Recommending risk management strategies to clients.
Providing policy proceeds after clients’ submitted claims are approved.
Developing strategies to promote different types of insurance.
Evaluating the needs of a business or individual and proposing insurance plans that meet their criteria.
Developing relationships to grow a base of clients.
Helping clients understand their insurance needs, assess risks, and choose appropriate coverage to protect against financial losses.
A high school diploma is the minimum qualification required to become an insurance agent, although many start with a bachelor’s degree.