We are independent & ad-supported. We may earn a commission for purchases made through our links.
Advertiser Disclosure
Our website is an independent, advertising-supported platform. We provide our content free of charge to our readers, and to keep it that way, we rely on revenue generated through advertisements and affiliate partnerships. This means that when you click on certain links on our site and make a purchase, we may earn a commission. Learn more.
How We Make Money
We sustain our operations through affiliate commissions and advertising. If you click on an affiliate link and make a purchase, we may receive a commission from the merchant at no additional cost to you. We also display advertisements on our website, which help generate revenue to support our work and keep our content free for readers. Our editorial team operates independently of our advertising and affiliate partnerships to ensure that our content remains unbiased and focused on providing you with the best information and recommendations based on thorough research and honest evaluations. To remain transparent, we’ve provided a list of our current affiliate partners here.
Education

Our Promise to you

Founded in 2002, our company has been a trusted resource for readers seeking informative and engaging content. Our dedication to quality remains unwavering—and will never change. We follow a strict editorial policy, ensuring that our content is authored by highly qualified professionals and edited by subject matter experts. This guarantees that everything we publish is objective, accurate, and trustworthy.

Over the years, we've refined our approach to cover a wide range of topics, providing readers with reliable and practical advice to enhance their knowledge and skills. That's why millions of readers turn to us each year. Join us in celebrating the joy of learning, guided by standards you can trust.

How Do I Become an Insurance Sales Representative?

By Tiffany Manley
Updated: May 17, 2024
Views: 2,773
Share

As an insurance sales representative, you likely will assist individuals and businesses with all of their insurance needs. To be successful in this career, you might need extensive knowledge of insurance offerings as well as public speaking skills, customer service skills and research skills. If you want to become an insurance sales representative, you might need to complete a degree program in business, economics or insurance; complete training and qualification for a license; and obtain a certain type of certification.

Completing a training program or earning a college degree in business, economics or insurance might be necessary to become an insurance sales representative. Although this is not always necessary, it generally is viewed as a great help in obtaining a job in the insurance agency. Some colleges offer specific programs in insurance, allowing an individual to study exactly what he or she might need to know to become an insurance sales representative. In addition to on-the-job or in-school training, sales experience would be beneficial because a big part of your job will be selling insurance products to clients.

In many localities, passing a training program specific to that locality or a particular business or brand is necessary in order to obtain a license to sell insurance. These training programs vary in length and might cover any brand-specific information as well as any regulations involving selling insurance in your locality. Upon completion of this type of training program, you will have the opportunity to test for your insurance license if one is needed to sell insurance in your area.

Many insurance sales reps choose to complete extra training courses for certification in addition to obtaining the required training and licensing. These certifications range from certification as an advanced seller in specific types of insurance, such as health or life insurance, to certification as a financial planner. In addition to gaining specialized knowledge and credentials, you also will make yourself attractive to prospective employers and clients by gaining additional certifications.

Although there are specific training programs that should be completed to become an insurance sales representative, you might also choose to improve your skills in customer service, public speaking and research. As an insurance sales rep, you will be interacting with a variety of clients in various situations, so customer service skills are advantageous. If you will be working with corporate clients, you might be called on to give presentations to groups of individuals, so public speaking skills might be helpful. You might also need research skills to help you determine the answers to clients’ specific questions.

Share
WiseGeek is dedicated to providing accurate and trustworthy information. We carefully select reputable sources and employ a rigorous fact-checking process to maintain the highest standards. To learn more about our commitment to accuracy, read our editorial process.

Editors' Picks

Discussion Comments
Share
https://www.wisegeek.net/how-do-i-become-an-insurance-sales-representative.htm
Copy this link
WiseGeek, in your inbox

Our latest articles, guides, and more, delivered daily.

WiseGeek, in your inbox

Our latest articles, guides, and more, delivered daily.