Insurance Sales Representative Job Description

What is the job description of an Insurance Sales Representative? What are the duties and responsibilities of an Insurance Sales Representative? What does an Insurance Sales Representative do?

Job description of an Insurance Sales Representative

Insurance Sales Representative is a person who sells insurance policies. Insurance Sales Representative calls and meets with clients and potential clients to grow their customer base. The Insurance Sales Representative goal is to get information about clients' needs and match them with insurance policies they offer.

This Insurance Sales Representative job description example includes the list of most important Insurance Sales Representative duties and responsibilities as shown below. It can be modified to fit the specific Insurance Sales Representative profile you're trying to fill as a recruiter or job seeker.

Insurance Sales Representative Duties and Responsibilities

Insurance Sales Representative job description should contain a variety of functions and roles including:

  • Research and source potential clients and build long-term relationships with them
  • Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products
  • Re-assess the policy needs of existing clients after life-changing events
  • Fill-out and submit applications, issue quotes, maintain client records and prepare reports
  • Keep abreast of industry and market trends and best practices
  • Advise clients on the insurance policies that best suit their needs
  • Customize insurance programs to suit individual clients
  • Deliver approved policies to new clients and explain benefits and risks of the policy

Insurance Sales Representative Requirements / Skills / Qualifications

Insurance Sales Representative job description should include these common skills and qualifications:

  • Bacelor's degree in Finance or similar relevant fields
  • x years of previous working experience as an Insurance Agent
  • Excellent communication and presentation skills
  • Resilient spirit and a persistent nature
  • Impeccable interpersonal skills and friendly attitude
  • Well organized with time great management abilities

As a hiring manager, recruiting an ideal Insurance Sales Representative starts with crafting a good job description. Use this Insurance Sales Representative job description template to save yourself time and help you attract the most qualified candidates. Feel free to revise it to meet your specific needs.

Job seekers interviewing for the role of an Insurance Sales Representative may also reference it in preparation for the interview.

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