How To Become an Insurance Sales Agent

What degree do you need

One of the most common questions that we always get is what major or degree do I need to become Insurance Sales Agents or what courses do I need to take.

We also asked Insurance Sales Agents what did they major in college or university and here are the top 5 most popular majors that came up.

A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree is the most common degree held by other insurance sales agents when they got the job. Degrees in business, finance or economics can be useful for candidates including those who are looking to advance to a managerial position.

How hard is it

You will need a considerable amount of work-related skill, knowledge or experience to be an Insurance Sales Agent. For example, an accountant must complete 4 years of college and work for several years in accounting to be considered qualified.

Careers in this difficulty category will usually need several years of work-related experience, on-the-job training, and/or vocational training. These careers usually involve coordinating, supervising, managing, or training others. Similar careers include sales managers, database administrators, chemists, and art directors.

License and certifications

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies. As the demand for financial products and financial planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products.

Skills required

We asked other Insurance Sales Agents if they could only have 5 skills, what would they be. Here is what they said.

Knowledge required

Just like any other job, you will need certain know-hows to excel at your job. Insurance Sales Agents are generally very knowledgeable in these 5 key areas.

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