AITakeover Tracker
Awaiting Assessment

Insurance Sales Agents

Also known as: Account Executive, Account Leader, Account Manager, Account Representative, Account Specialist, Accounts Executive, Bond Writer, Burial Agent, Business Account Leader, Compensation Agent

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.

Education & Training

Percentage of workers at each education and training level

Education Level

High School Diploma15%
Some College15%
Post-Secondary Certificate8%
Associate's Degree16%
Bachelor's Degree39%
Master's Degree7%

Prior Experience Needed

Work experience required to enter this job

None43%
Up to 1 month14%
1-3 months14%
6 months - 1 year1%
1-2 years10%
2-4 years9%
4-6 years9%

Training Provided After Hiring

How long it typically takes to learn on the job

None22%
1-3 months15%
3-6 months15%
6 months - 1 year37%
1-2 years3%
2-4 years7%

How AI Impacts Each Task

19 tasks analyzed

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.

Essential Soft Skills

Traits that are hard for AI to replicate

IntegrityIndependenceAttention to DetailDependabilityAchievement/EffortInitiativeSelf ControlAdaptability/FlexibilityPersistenceStress ToleranceAnalytical ThinkingCooperation

Wage & Employment (2024)

Median Wage

$60,370

per year

Mean Wage

$81,510

per year

Employment

469K

workers

Wage Range

$36,390 - $135,660

10th - 90th pct

Wage Distribution

$36,390Median: $60,370$135,660
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Awaiting Assessment

This occupation has 19 tasks in the database and is queued for the next scoring run. Risk scores, protective factors, and skill gaps will appear once the assessment completes.