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Sales Agent - Insurance
Sales Agent - Insurance
Job-Specific Whole-Person Assessment

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:
  • 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.
  • Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Selling or Influencing Others - conduct sales presentations
  • Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
  • Communicating with Persons Outside Organization - communicate visually or verbally
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Performing for or Working Directly with the Public - provide customer service
  • Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

About the test

The HR Avatar 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
  • Attention to Detail
  • Multitasking
  Knowledge and Skills
  • Insurance Fundamentals
  • Sales Situation Analysis
  • Adaptable
  • Competitive
  • Corporate Citizenship
  • Develops Relationships
  • Enjoys Problem-Solving
  • Exhibits a Positive Work Attitude
  • Expressive and Outgoing
  • Innovative and Creative
  • Needs Structure
  • Seeks Perfection
  Emotional Intelligence
  • Emotional Self-Awareness
  • Emotional Self-Control
  • Empathy
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
Price:40 Credits ($40 USD)
Note:This test contains questions that are difficult to complete on small screens. A large screen device, such as a laptop, desktop, or tablet is recommended. Test-takers using small devices will be advised to optionally change to a larger screen device.
More information about this Job
Annual US Wages (2016)
Bottom 10%:
$27,430 or less
Bottom 25%:
$35,500 or less
$49,990 (Average)
Top 25%:
$77,140 or more
Top 10%:
$128,070 or more

US Employment Statistics
2024 (projected):
Annual U.S. Job Openings:16,580

Top Knowledge Requirements
  • Customer and Personal Service
  • Sales and Marketing
  • English Language
  • Economics and Accounting
  • Clerical
  • Mathematics
  • Administration and Management
  • Computers and Electronics
Top Skills
  • Active Listening
  • Reading Comprehension
  • Writing
  • Speaking
  • Persuasion
  • Critical Thinking
  • Time Management
  • Service Orientation
Top Abilities
  • Oral Comprehension
  • Written Comprehension
  • Oral Expression
  • Written Expression
  • Speech Clarity
  • Problem Sensitivity
  • Speech Recognition
  • Near Vision
Education Requirements
No High School Diploma:
High School Diploma:
Post-Secondary Certificate:
Some College:
Associate's Degree (2 yr):
Bachelor's Degree:
Post-Baccalaureate Certificate:
This graphic shows the percentage of people in this role who have their highest education in each category.
Related Work Experience Requirements
1 - 3 Months:
6 Months - 1 Year:
1 - 2 Years:
2 - 4 Years:
More than 10 Years:
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 Executive, Account Leader, Account Manager, Account Representative, Account Specialist, Accounts Executive, Agent, Bond Writer, Broker, Burial Agent, Business Account Leader, Commercial Lines Insurance Agent, Compensation Agent, Contact Person, Contact Worker, Customer Service Representative (CSR), Debit Agent, District Agent, District Sales Coordinator, Enrollment Specialist, Estate Planner, Field Marketing Representative, Field Representative, Field Service Representative, Financial Representative, Group Insurance Special Agent, Group Insurance Specialist, Group Leader, Health Insurance Sales Agent, Health Insurance Specialist, Home Office Representative, Inside Sales Representative, Insurance Agent, Insurance Broker, Insurance Representative, Insurance Sales Agent, Insurance Salesman, Insurance Salesperson, Insurance Solicitor, Insurance Special Agent, Insurance Underwriter, Sales, Licensed Insurance Sales Agent, Life Insurance Agent, Life Insurance Salesperson, Network Contractor, Organizer, Outside Sales Representative, Pension Agent, Placer, Policy Writer, Sales, Producer, Representative, Sales Agent, Sales Associate, Sales Representative, Sales Special Agent, Sales Specialist, Selling Underwriter, Service Representative, Solicitor, Strategic Account Executive, Surety Bond Agent, Underwriting Sales Representative

Related Jobs based on Skills & Abilities: Sales Agents, Financial Services, Loan Officers, Personal Financial Advisors, Agents and Business Managers of Artists, Performers, and Athletes, Copy Writers, Sales Agents, Securities and Commodities, Public Relations Specialists, Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products, Human Resources Specialists, Credit Analysts, First-Line Supervisors of Office and Administrative Support Workers, Property, Real Estate, and Community Association Managers, Regulatory Affairs Managers, First-Line Supervisors of Non-Retail Sales Workers, Brokerage Clerks, Customs Brokers, Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products, Administrative Services Managers, Purchasing Managers

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Read the Reviews
"Amazing Service and Spot-On Testing"
"The value received far exceeds the price"
"Truly takes out the guess work"
"Hiring managers can easily understand the reports"

Activities performed during the Test
  • Correctly generate a quote for a customer based on the pricing policy.
  • Schedule several customer consultations.
  • Determine customer concerns and decide on appropriate follow-up action.
  • Write an email to secure a meeting with a customer.
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