As in any sales job, your role is to increase the company’s revenue directly by selling their products or services. This is also the case in Insurance Sales. Their duties are to get as many people interested into buying various types of insurance such as life, car, health, property and casualty. For any other issue they typically refer clients to other department personnel such as brokers. They work with insurance companies or private broker firms.
An Insurance Sales person usually performs many of the following tasks:
• Developing marketing strategies
• Calculating premiums
• Attending seminars and meetings
• Customizing insurance programs
• Contacting underwriters
• Monitoring insurance claims
• Interviewing prospective clients
• Installing bookkeeping systems

• Meeting targets
• Negotiating
• Communication and listening
• Networking
• Multitasking
• Customer service
• Presentation
• Dealing with huge budgets
• Being honest and trustworthy
• Being attentive and driven
• Being confident and enthusiastic
• Being discrete
• Being positive and amicable

People who work in Insurance Sales typically have some financial or business background. They are good in working with technical or numerical data. Employers may accept various qualifications with the minimum being A levels and GCSEs (A-C). However business qualifications are the most accepted. You can get these qualifications through Bachelors or Masters Degrees; studying areas such as Finance, Economics, Accounting, Business Management or Administration. Further training can also be gained from the Chartered Insurance Institute (CII).