Agency Salesperson (Insurance Company)
だいりてんえいぎょういん（ほけんがいしゃ）
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales Representative Occupations
- Minor : Financial and Insurance Sales Representatives
Summary
Sales position belonging to an insurance company, proposing life insurance and non-life insurance products, concluding contracts, and providing follow-up through agencies.
Description
Agency Salesperson (Insurance Company) is a specialist who sells the company's life insurance and non-life insurance products through an agency network. Handles a wide range of tasks including building relationships with agencies, developing sales strategies, conducting training and study sessions, analyzing sales performance, and following up on contract procedures. Engages in new customer acquisition sales for goal achievement and maintenance/development of existing agencies, supporting an efficient sales system for agencies.
Future Outlook
Due to declining birthrates, aging population, and increasing insurance needs for the elderly, the life insurance market is expected to remain stable. With advancing DX and online channels, hybrid sales combining face-to-face and digital approaches are expected to become mainstream.
Personality Traits
Able to Act Proactively / Excellent Communication Skills / Patient / Strong Sense of Responsibility
Work Style
Business Trips / Direct to/from Work / Field Sales / Flex / Remote
Career Path
Junior Sales → Senior Sales → Team Leader → Sales Manager → Head Office Sales Planning Staff
Required Skills
Agency Management / Contract Procedure Operations / Insurance Product Knowledge / Office Software
Recommended Skills
CRM (Salesforce etc.) / Digital Marketing / Negotiation Skills / Presentation Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Requires detailed understanding of insurance contract contents and legal regulations. |
| Communication Skills | Essential for building trust with customers and agencies. |
| Initiative & Leadership | Need to proactively engage in customer development and proposals. |
| Stress Tolerance | High stress from meeting quotas and handling complaints. |
Related Qualifications
- FP Qualification
- Life Insurance Recruiter Qualification
- Non-Life Insurance Recruiter Qualification
- Ordinary Motor Vehicle Driver's License
Aliases
- Insurance Agency Sales
Related Jobs
- Corporate Sales
- Individual Sales
- Insurance Recruiter
- Insurance Sales