Skip to main content
CareerApp

Occupation

Financial and Insurance Sales

Financial and Insurance Sales agents sell products like life insurance, annuities, and investment vehicles directly to individual or business clients, often working for insurance carriers, brokerages, or as independent agents. The role requires deep insurance products knowledge and the ability to conduct a financial needs analysis for each client, and typically demands licensing such as Series 6/7 or life and health credentials before products can be sold. Practitioners lean heavily on CRM software and client relationship management practices to nurture long-term policyholder relationships and generate referrals.

Similar roles

Banking and LendingFinancial SalesInsurance Claims and SalesInvestment SpecialistsNon-Technical SalesSales

People with this title (0)

No one holds this exact title here yet.

Turn on analytics and we load Google Analytics: Google gets the pages you open and what you do here — searches, jobs you view, jobs you apply to — and sets its own cookies. Leave it off and the only cookies we set are your login, your theme, and this answer. Accept All also records a yes to advertising, which nothing uses yet. Privacy Policy.