Insurance Sales Agents
O*NET Code: 41-3021.00
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.
🗺️ Explore Your Career Path
Visualize advancement opportunities, lateral moves, and skill development roadmaps. See interactive career maps showing transition difficulty and salary progression.
💼 Also Known As
Account RepresentativeAccount SpecialistBond WriterBurial AgentCompensation AgentCustomer Relations Rep (Customer Relations Representative)Cyber Insurance Policy SpecialistDebit AgentDistrict AgentEnrollment SpecialistEstate PlannerField Marketing RepresentativeField RepresentativeField Service RepresentativeGroup Insurance Special AgentGroup Insurance SpecialistHealth Insurance AgentHealth Insurance Sales AgentHealth Insurance SpecialistInside Sales Representative
⚡ Skills (14)
Reading Comprehension4/100
Active Listening4/100
Speaking4/100
Critical Thinking4/100
Writing4/100
Persuasion4/100
Time Management4/100
Service Orientation3/100
Negotiation3/100
Social Perceptiveness3/100
+ 4 more skills
📚 Knowledge (0)
💪 Abilities (0)
🔧 Technologies & Tools (67)
🔥Adobe After Effects
Video creation and editing software
🔥Facebook
Web page creation and editing software
🔥Microsoft Dynamics
Enterprise resource planning ERP software
🔥Microsoft Excel
Spreadsheet software
🔥Microsoft Office software
Office suite software
🔥Microsoft Outlook
Electronic mail software
🔥Microsoft PowerPoint
Presentation software
🔥Microsoft Windows
Operating system software
🔥Microsoft Word
Word processing software
🔥Zoom
Video conferencing software
0AMS Services AMS 360
Enterprise resource planning ERP software
0AMS Services AMS Sagitta
Enterprise resource planning ERP software
0Advantage Information Systems The Agency Advantage
Enterprise resource planning ERP software
0Agency Master
Enterprise resource planning ERP software
0Agency Software AgencyPro
Enterprise resource planning ERP software
0Agency management software
Enterprise resource planning ERP software
0Allied Financial Software Act4Advisors
Customer relationship management CRM software
0Allstar Software Systems Kofax
Document management software
0Apple Final Cut Pro
Video creation and editing software
0Applied Systems The Agency Manager
Enterprise resource planning ERP software
0Applied Systems Vision
Customer relationship management CRM software
0Benefits Technology Group SalesLogix
Customer relationship management CRM software
0CPU Tracker Software CPU Tracker
Customer relationship management CRM software
0CoVirt VirtGate
Enterprise resource planning ERP software
0Customer relationship management CRM software
Customer relationship management CRM software
0Cygnus Software IncomeMax
Financial analysis software
0DORIS FILESERVERonline
Enterprise resource planning ERP software
0E-Z Data SmartOffice
Customer relationship management CRM software
0FINEOS Insure
Enterprise resource planning ERP software
0Fiserv FSC Manager
Customer relationship management CRM software
0G2X Agility:Insurance
Enterprise resource planning ERP software
0GBS Agency Expert
Enterprise resource planning ERP software
0GroupMe
Instant messaging software
0Healthcare common procedure coding system HCPCS
Medical software
0Hoffman Computer Systems Amsoft
Customer relationship management CRM software
0InStar Orion
Customer relationship management CRM software
0Infospectrum Quick Insure
Customer relationship management CRM software
0Insurance Systems WebWriter BackOffice
Customer relationship management CRM software
0Insurance Technologies Corporation InsurancePro
Enterprise resource planning ERP software
0Insurance Technologies ForeSight Enterprise
Customer relationship management CRM software
0Insurance Technology Consultants WOW
Data base user interface and query software
0Insurance analysis software
Financial analysis software
0Insurance rating software
Financial analysis software
0LIDP Consulting Services The Administrator
Enterprise resource planning ERP software
0LinkedIn
Web page creation and editing software
0LogMeIn GoToMeeting
Video conferencing software
0MI-Assistant MI Management System
Enterprise resource planning ERP software
0Medical procedure coding software
Medical software
0NaviSys Front Office
Enterprise resource planning ERP software
0North American Software Associates Eclipse
Enterprise resource planning ERP software
0Online Database Solutions Agent Intelligence
Enterprise resource planning ERP software
0QuickQuote QuickFile Agency Management System
Enterprise resource planning ERP software
0Results International Systems Artius Suite
Enterprise resource planning ERP software
0Scheduling software
Calendar and scheduling software
0Skywire Software Policyware
Enterprise resource planning ERP software
0Special Agent
Enterprise resource planning ERP software
0Spreadsheet software
Spreadsheet software
0Tangle S Creations Your Insurance Office
Customer relationship management CRM software
0Terrace Consulting AgencyInsight
Enterprise resource planning ERP software
0Tritech Financial Systems General Insurance Management System GIMS
Enterprise resource planning ERP software
0Underwriting software
Financial analysis software
0United Systems and Software Individual Life and Health Administration System
Enterprise resource planning ERP software
0Vulcan Solutions Vulcan Insurance
Enterprise resource planning ERP software
0Web browser software
Internet browser software
0Word processing software
Word processing software
0YouTube
Video creation and editing software
0irs-aims MARS
Enterprise resource planning ERP software
🔄 Career Transition Paths
Occupations with similar skills and natural career progression opportunities
Financial Managers
Salary: $50,000
Education: Zone 4 - High Prep
Claims Adjusters, Examiners, and Investigators
Salary: $50,000
Education: Zone 4 - High Prep
Management Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Compensation, Benefits, and Job Analysis Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Financial and Investment Analysts
Salary: $50,000
Education: Zone 4 - High Prep
Personal Financial Advisors
Salary: $50,000
Education: Zone 4 - High Prep
Insurance Underwriters
Salary: $50,000
Education: Zone 4 - High Prep
Financial Risk Specialists
Salary: $50,000
Education: Zone 4 - High Prep
Credit Counselors
Salary: $50,000
Education: Zone 4 - High Prep
Loan Officers
Salary: $50,000
Education: Zone 4 - High Prep
📊 Skills Comparison
Insurance Sales Agents → Personal Financial Advisors
Transition Difficulty: Easy (70% skill overlap)
✅ Transferable Skills (14)
Skills you already have that transfer to the new role
Reading Comprehension
Current: 4Target: 4
→
Active Listening
Current: 4Target: 4
→
Speaking
Current: 4Target: 4
→
Writing
Current: 4Target: 4
→
Critical Thinking
Current: 4Target: 4
→
Mathematics
Current: 3Target: 4
→
Social Perceptiveness
Current: 3Target: 4
→
Service Orientation
Current: 3Target: 4
→
Judgment and Decision Making
Current: 3Target: 4
→
Persuasion
Current: 4Target: 3
→
Active Learning
Current: 3Target: 3
→
Coordination
Current: 3Target: 3
→
Negotiation
Current: 3Target: 3
→
Time Management
Current: 4Target: 3
→