Sales Agent - Insurance

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A Short Version of this test is available.   What's the Difference?

Candidates typically need about 45 minutes to complete our full-length job-specific assessments. Our short versions take less than half that time. Like our standard assessments, these tests are based on the U.S. Government Occupational Information Network (O*Net). They do not contain the animated simulation module, however, though they still provide valuable information about all critical performance-related dimensions. Additionally, the short versions optionally include 1-2 virtual video interview questions! Click below for more information:

Sales Agent - Insurance (Short)
About the job

Sales Agent - Insurance

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.

Top activities and tasks for this job:
  • 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.
  • Establishing and Maintaining Interpersonal Relationships
  • 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.
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Confer with clients to obtain and provide information when claims are made on a policy.

About the test (Full Version)

The Sales Agent - Insurance Pre-Employment Assessment was designed to help you hire staff in this role. The test provides a whole-person evaluation by measuring job-relevant cognitive ability, personality, knowledge, skills, and relevant behavioral history. Each component provides important data for hiring decisions. Cognitive ability has been linked to overall job performance in most jobs and correlates with a candidate's ability to learn new skills and to solve complex problems. Personality characteristics determine how well the candidate will fit-in with a corporate culture. Knowledge and skills indicate how much training will be needed before a new employee becomes productive. Finally, relevant behavioral history detects counter-productive behaviors that can impact job performance.

The Sales Agent - Insurance test includes an animated work simulation in which candidates meet customers, colleagues and supervisors in a job-related context. Post-test surveys indicate the majority of candidates react favorably to these simulations.

The specific attributes measured include:

Cognitive Ability
  • Analytical Thinking and Attention to Detail
  Knowledge and Skills
  • Insurance Fundamentals
Personality
  • Adaptability
  • Competitive Spirit
  • Drive
  • Integrity
  • Resilience
  • Sales Hunter Mindset
  • Teamwork
  Emotional Intelligence
  • Empathy and Emotional Self-Control
Behavioral History
  • History Survey - Performance
  • History Survey - Tenure
 

Following completion, the test produces a Candidate Selection Report that includes an overall score and detailed scores for each attribute. The overall score weighs each of the factors based on research and analysis from the U.S. Government's Occupational Information Network (O*Net). O*Net represents over a decade of dedicated research evaluating the relative importance of various factors that lead to success in almost 1,000 different job roles.

The Candidate Selection Report also provides expert interview questions that help you probe critical or low-scoring areas, along with a guide for noting your evaluation of the candidate's responses. Consistent use of an interview guide is an important part of gaining better candidate insights and making better hiring decisions.

Language:English (US)
Time to Complete:40 Minutes (Approximately)
O*Net SOC Code:41-3021.00
Simulation Context:Business-to-Business Sales
O*Net Context:Sales and Related
More information about this Job
Annual US Wages (2023)
Bottom 10%:
$34,940 or less
Bottom 25%:
$43,440 or less
Median:
$59,080 (Average)
Top 25%:
$83,420 or more
Top 10%:
$134,420 or more

US Employment Statistics
2023:
547,600
2033 (projected):
581,000
Annual U.S. Job Openings:47,100

Top Knowledge Requirements
  • Customer and Personal Service
  • Sales and Marketing
  • English Language
  • Mathematics
  • Law and Government
  • Transportation
  • Administration and Management
  • Education and Training
Top Skills
  • Reading Comprehension
  • Active Listening
  • Speaking
  • Critical Thinking
  • Writing
  • Persuasion
  • Time Management
  • Service Orientation
Top Abilities
  • Written Comprehension
  • Oral Expression
  • Oral Comprehension
  • Speech Clarity
  • Written Expression
  • Speech Recognition
  • Near Vision
  • Problem Sensitivity
Education Requirements
High School Diploma:
15%
Post-Secondary Certificate:
15%
Some College:
8%
Associate's Degree (2 yr):
16%
Bachelor's Degree:
39%
Post-Baccalaureate Certificate:
7%
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
None:
43%
Less than 1 Month:
14%
1 - 3 Months:
14%
1 - 2 Years:
10%
2 - 4 Years:
9%
4 - 6 Years:
9%
This graphic shows the percentage of people in this role whose related work experience before they entered this position falls into each category.

Alternate Titles for this Role: Account Representative, Account Specialist, Bond Writer, Burial Agent, Compensation Agent, Cyber Insurance Policy Specialist, Debit Agent, District Agent, Enrollment Specialist, Estate Planner, Field Marketing Representative, Field Representative, Field Service Representative, Group Insurance Special Agent, Group Insurance Specialist, Health Insurance Sales Agent, Health Insurance Specialist, Inside Sales Representative, Insurance Agent, Insurance Broker, Insurance Producer, Insurance Representative, Insurance Sales Agent, Insurance Salesman, Insurance Salesperson, Insurance Solicitor, Insurance Special Agent, Life Insurance Agent, Life Insurance Salesperson, Network Contractor, Outside Sales Representative, Pension Agent, Sales Agent, Sales Associate, Sales Representative, Sales Special Agent, Sales Specialist, Solicitor, Underwriting Sales Representative

Related Jobs based on Skills & Abilities: Insurance Claims and Policy Processing Clerks, Personal Financial Advisors, Loan Officers, Securities, Commodities, and Financial Services Sales Agents, Credit Authorizers, Checkers, and Clerks, Insurance Underwriters, Credit Counselors, Customer Service Representatives, Real Estate Sales Agents, Claims Adjusters, Examiners, and Investigators, New Accounts Clerks, Financial Managers, Real Estate Brokers, Loan Interviewers and Clerks, Advertising Sales Agents, First-Line Supervisors of Non-Retail Sales Workers, Eligibility Interviewers, Government Programs

(Internal Use) pid=6186, CTB Direct Test

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"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"
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