How do they match: Insurance Sales Agents

  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Confer with clients to obtain and provide information when claims are made on a policy.

  • Explain financial information to customers.
  • Gather customer or product information to determine customer needs.
  • Manage information technology projects or system activities.
  • Study product information to acquire professional knowledge.