TITLE(s): SALES AGENT, INSURANCE (insurance) alternate titles: insurance agent Sells insurance to new and current clients: Compiles lists of prospective clients to provide leads for additional business. Contacts prospective clients and explains features and merits of policies offered, recommendi
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Concentration: Marketing, Sales & Service
Pathway: Marketing Communication & Promotion Pathway
Career Discovery Research Project
By: Barbara Mackessy
Main Job Duties from the DOT
Salary & Benefits
The most common form of payment for agents working as self-employed independent contractors are commissions. The benefit of this is that the more you sale the more you make. According to U.S. Bureau of Labor Statistics, Insurance Sales Agents at the lowest 10% had yearly earnings of $24,600 or less and the highest 10% earned over $115,000. (BLS)
The average agent in Georgia weans 35,200 per year. Agents are paid on commission so the size and location of their sales will cause their salary to vary. Living in a well populated area would benefit their sales. (GIS)
The average national salary is 3400 per month. Full time employees expect to receive the benefits of paid training, health insurance, and retirement plans. (Iseek)
The annual wage ranges from $29,900 to $66,000 with benefits of commissions and bonuses. (About.com)
The hourly wages for an Insurance Sales Agent ranges from $16.43 to $37.58. (California Occupation Guides)
A benefit of a larger client base would equal a larger income. (Career Cruising)
Typical Day or Week According to Career Cruising
A sample day:
An agent spends eight hours working with people.
An agent spends two hours working by yourself.
An agent spends three hours working with numbers.
An agent spends two hours writing or drawing.
An agent spends zero hours creating or making things.
An agent spends zero hours running machinery.
An agent spends five hours on the phone.
An agent spends two hours using the computer.
An agent spends eight hours working in an office.
An agent spends two hours working out of the office.
A sample day would be 9-11am in the office on the phone and taking claims and answering questions. On the average day from 11-12 the agent would be preparing quotes for clients. They would go to lunch form 12-1pm. Then from 1-3pm the agents would be reviewing their files and returning phone calls. The agent would prepare bills and continue to return calls and answer questions from 3-4. Then from 4-5pm they would organize their days work, continue to answer questions and return calls to clients along with finishing any paperwork remaining from the day. (Career Cruising)
GOE Aptitudes (these aptitudes or the previous aptitude slide for section seven)
G2= High General Learning Abilities
V2 = High Verbal Ability
N2 = High Numerical Aptitude
S4 = Low Spatial
P4 = Low Form Perception
Q2 = High Clerical Perception
K3 = Average Motor Coordination
F3 = Average Finger Dexterity
M4 = Low Manual Dexterity
E5 = Very Low Eye-Hand-Foot Coordination
C5 = Very Low Color Discrimination
(GOE is the reference source)
According to the interview in Career Cruising, a dislike is that there is a lot of responsibility and pressure on this job.
According to the interview in Career Cruising, one small mistake in the paperwork and it could cost the company or the client a lot of money.
According to the interview in Career Cruising, there are long days. This is not a nine to five job.
According to New York Life, agents will get a valuable exposure to the exciting financial industry.
The agents will be able to tap their own resources.
The agents will be able to make a real contribution to the success of a company.
The agents will be able to feel good about providing effective and innovative solutions to people.
Hello, my name is ______ __________. Im a seventh grade student at _________ Middle School. Im doing a research project on Insurance Sales Agents in my Career Discovery class. I would like to ask you a few questions about your career if you havet time.
Person Interviewed: _________ _________ at __________Agency, Inc., representing __________Insurance Company.
Telephone (___) _________
Date and Time:
Question #1. Why did you choose this job?
Question # 2 What do you like best about your job?And why?
Question #3 Would you recommend this job for someone starting out today? Why or Why not?
Thank you very much for the information and your time. I really appreciate it.
Your Street Address
City or Town, Georgia Zip Code
Name of company you are writing
Human Resources Department
Street address of company
City or Town, State Zip Code
To Whom it May Concern:
I am a seventh grade student at ________ Middle School. I am completing a school research
project in my Career Discovery class. I am currently interested in the Georgia Program
Concentration area of Marketing, Sales & Service. The specific Pathway that is Marketing
Communication & Promotion Pathway. At this time, I am interested in becoming an
Insurance Sales Agent or a Personal Financial Representative . I would appreciate it if you
would send me any information about either of these positions within your organization.
Thank you for your time and assistance in this matter. I look forward to receiving information
on becoming an Insurance Sales Agent or a Personal Financial Representative from you soon.