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Agentes de venta de seguros

Are you an independent worker but still like being social?

Insurance sales agents interact with a variety of people as they work to grow their client base. The key role of the agent is to help customers to find insurance plans that meet their needs either in person or over the phone. Agents spend most of their time in the office providing quality service to existing clients and seeking out new ones. There are two types of agents: captive agents employed by an insurance company and independent insurance agents. Sales agents employed by an insurance company only sell that company's plans, but independent insurance agents are self-employed and will work for insurance brokerages to sell policies through multiple companies to assure their clientele will have the best rate and coverage. Regardless of type, insurance agents are typically paid an initial commission for insuring new clients and recurring commision for each year thereafter. 1 in 7 insurance agents were self-employed in 2016.

The number of Insurance Sales Agents jobs is projected to grow 14% over a ten-year  period!

No of Jobs Insurance Agents


Estimates show an annual job opening of 1,033 in the region.

growth 127 retirements 390 transfers 516

¿Esta carrera es la adecuada para usted?*

Se recomienda tener estas habilidades, intereses y conocimientos para seguir una carrera como agente de seguros. Los siguientes números describen la importancia relativa de cada área del conocimiento/habilidad para el puesto.


Atención al cliente

Meeting the expected quality of customer satisfaction when interacting with customer and potential customers.


Sales & Marketing

Being able to sell or promote a product or service, including knowing basic marketing tactics and strategies, product demonstration, and sales techniques.


Aptitudes comunicativas

Giving full attention to others and what they are saying while also conveying your own ideas clearly and concisely.

*Fuente: Texas Career Check

Pathway to Becoming an Insurance Sales Agent

Aval de la escuela secundaria: Negocios e industria 

With a high school diploma or the equivalent, insurance sales agents do not need any other specialty educational background, but courses taken in public-speaking, business, finance, or economics will be helpful in hopes of progressing to a managerial position.

In the state of Texas, insurance sales agents must be licensed through the Texas Department of Insurance with a general license which covers the kind(s) of insurance they are selling, or more specific licenses for different kinds of life, property, and casualty insurance. Licensing authorities require continuing education and periodic renewals after the license has been acquired. Other organizations offering specific certifications can show an agent's expertise and count for continuing education credits: ­  

  • The Institutes
  • The American College of Financial Services

Many insurance sales agents choose to also get licensed in selling other financial products, directing their clients to insurance as well as financial management. These agents choose to take Series 6 or Series 7 licensing exams through the Financial Industry Regulatory Authority (FINRA) to do this, gaining them a potential advantage over other candidates for higher positions in the future.

Useful Tech to Get Ahead

  • Customer Relationship Management (CRM) Software: Applied Systems Vision, Insurance Technologies ForeSight Enterprise, Tangle S Creations Your Insurance Office
  • Paquete de Microsoft Office: Microsoft Word, Microsoft PowerPoint, Microsoft Excel
  • Software de planificación de recursos empresariales (ERP, en inglés): Advantage Information Systems The Agency Advantage; AMS Services AMS Sagitta
  • Medical Records Software: Healthcare common procedure coding system HCPCS, Medical procedure coding software

Principales empleadores en la región de la Costa del Golfo de México

Ocupaciones relacionadas: Asesores financieros personales, Agents and Business Managers of Artists, Performers, and Athletes, Sales Agents, Financial Services Sales Agents


If you have questions about our Industry/Occupation Profiles or are an organization in the Gulf Coast Region, please contact

*Incluye los siguientes condados: Austin, Brazoria, Chambers, Colorado, Fort Bend, Galveston, Harris, Liberty, Matagorda, Montgomery, Walker, Waller y Wharton.

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