Policy Sales Advisor Overview
Required Education and Training To Become a Policy Sales Advisor
Best Schools to become a Policy Sales Advisor in U.S. 2024
University of Phoenix-Arizona
In-State Tuition:$9,552
Out-of-State Tuition:$9,552
Admission Rate:N/A
Graduation Rate:18%
Total Enrollment:88,891
Southern New Hampshire University
In-State Tuition:$15,000
Out-of-State Tuition:$15,000
Admission Rate:96%
Graduation Rate:41%
Total Enrollment:164,091
Western Governors University
In-State Tuition:$7,404
Out-of-State Tuition:$7,404
Admission Rate:N/A
Graduation Rate:49%
Total Enrollment:156,935
Colorado Technical University-Colorado Springs
In-State Tuition:$12,036
Out-of-State Tuition:$12,036
Admission Rate:N/A
Graduation Rate:20%
Total Enrollment:24,808
Grand Canyon University
In-State Tuition:$16,407
Out-of-State Tuition:$16,407
Admission Rate:78%
Graduation Rate:45%
Total Enrollment:101,816
Liberty University
In-State Tuition:$15,467
Out-of-State Tuition:$15,467
Admission Rate:99%
Graduation Rate:66%
Total Enrollment:96,709
Policy Sales Advisor Job Description:
- 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.
Required Skills and Competencies To Become a Policy Sales Advisor
Job Duties for Policy Sales Advisors
Customize insurance programs to suit individual customers, often covering a variety of risks.
Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
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.
Technologies and Skills Used by Policy Sales Advisors
Customer relationship management CRM software
- Applied Systems Vision
- Tangle S Creations Your Insurance Office
Enterprise resource planning ERP software
- AMS Services AMS Sagitta
- Microsoft Dynamics
Video creation and editing software
- Adobe After Effects
- YouTube
Basic Skills
- Listening to others, not interrupting, and asking good questions
- Reading work related information
Social
- Looking for ways to help people
- Talking people into changing their minds or their behavior