Description
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.
Interests
- Enterprising
- Conventional
- Social
Work Values
- Independence
- Relationships
- Achievement
Work Styles
- Integrity
- Independence
- Attention to Detail
- Achievement/Effort
- Dependability
Tasks
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance, or specialized policies, such as marine, farm/crop, and medical malpractice.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Work Activities
- Establishing and Maintaining Interpersonal Relationships
- Getting Information
- Selling or Influencing Others
- Working with Computers
- Organizing, Planning, and Prioritizing Work
Detailed Work Activities
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Convincing others to buy merchandise/goods or to otherwise change their minds or actions.
- Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Analyzing information and evaluating results to choose the best solution and solve problems.
- Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Establishing long-range objectives and specifying the strategies and actions to achieve them.
Technology Skills
- Enterprise resource planning ERP software
- Video creation and editing software
- Customer relationship management CRM software
- Financial analysis software
- Medical software
Abilities
- Oral Comprehension
- Oral Expression
- Written Comprehension
- Speech Clarity
- Speech Recognition
Skills
- Reading Comprehension
- Active Listening
- Speaking
- Critical Thinking
- Persuasion
Knowledge
- Customer and Personal Service
- Sales and Marketing
- English Language
- Mathematics
- Law and Government
Most Common Education Level
The “Most Common Education Level” refers to the level of education held by the majority of workers in a given occupation. For example, if the highest percentage of workers in a role have an Associate’s Degree, that suggests this is the typical educational requirement. Knowing this helps you plan how many years of education you may need to pursue that career.
Certificates
Certificate name
Certified Insurance CounselorsCertifying Organization
The National Alliance for Insurance Education and Research
Type
Core
Certificate name
Certified Estate and Trust SpecialistCertifying Organization
Institute of Certified Fund Specialists
Type
Core
Certificate name
Certification in Long Term CareCertifying Organization
Corporation for Long Term Care Certification
Type
Core
Income Percentile
The income percentiles show how earnings are distributed within a profession. The 10th percentile means that 10% of workers earned less than that amount. The median (50th percentile) indicates that half of workers earned more, and half earned less. The 90th percentile reflects what the top 10% of earners in the field make.
| Income Percentile | Annual Income |
|---|---|
| Low (10%) | $39,474 |
| Median (50%) | $60,176 |
| High (90%) | $87,054 |
Income by Experience
This table shows how income typically grows with experience—from entry level (0–2 years), to mid-level (3–5 years), to senior level (6–8 years), to expert level (8+ years).
| Experience | Income |
|---|---|
Entry Level  | $60,327 |
| Mid Level | $75,367 |
| Senior Level | $107,103 |
| Expert Level | $147,668 |
Employability
There are currently 547,600 jobs in this career path. Over the next 10 years, that number is expected to increase to 581,000 positions, reflecting a projected growth of 6%.
The Projected Job Growth figure refers to the expected increase or decrease in employment within a specific career field over a certain period of time.
Projected Job Growth of 6%
Related Careers
The career information and data on this site incorporates information from O*NET Web Services, Lightcast, CareerOneStop, and the U.S. Bureau of Labor Statistics (BLS). For more details regarding the data sources and the specific information sourced, click here.
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