How do they match: Insurance Sales Agents

  • Producer
  • Insurance Producer

  • 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.

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

  • Customize financial products or services to meet customer needs.
  • Examine condition of property or products.
  • Gather customer or product information to determine customer needs.
  • Sell products or services.
  • Study product information to acquire professional knowledge.
  • Take product orders from customers.