Life Insurance Agency Owner

せいめいほけんだいりてんぬし

Industry & Occupation

Service, Retail & Sales

Classification

Summary

Life Insurance Agency Owners propose and sell life insurance products tailored to customers' life plans, provide post-contract follow-up, and manage agency operations as business owners and salespeople.

Description

Life insurance agency owners handle products from multiple insurance companies. Through face-to-face meetings with customers, they design coverage suited to risk management and life plans, carry out contract solicitation, contract procedures, and policy servicing. As agency owners, they also handle staff training, sales strategy planning, performance management, and marketing activities to drive continuous business growth.

Future Outlook

With declining birthrates and aging population, insurance needs are diversifying. In addition to face-to-face sales, online consultations and AI utilization are advancing. Comprehensive proposal skills as an FP and digital tool utilization will be key differentiators going forward.

Personality Traits

Good Listener / Patient / Personable / Sincere

Work Style

Direct to/from Work / Flexitime / Remote / Sole Proprietor

Career Path

Sales Staff → Store Manager → Manager → Branch Manager → Start Own Business

Required Skills

Contract Procedures Knowledge / Insurance Products Knowledge / Listening Skills / Negotiation Skills / Presentation and Proposal Skills

Recommended Skills

Communication Skills (Relationship Building) / Digital Tool Utilization / Financial Planning / Marketing

Aptitudes (Strengths Preferred)

Item Description
Attention to Detail & Accuracy Because mistakes in insurance contract terms or procedures can lead to trouble.
Communication Skills The ability to build trust through dialogue with customers and draw out their needs is essential.
Stress Tolerance Because there are many stress factors such as sales quotas and complaint handling.

Aptitudes (Weaknesses Acceptable)

Item Description
Physical Stamina & Endurance Mainly desk work and meetings, so physical burden is low.

Related Qualifications

  • Life Insurance Solicitation Qualification

Aliases

  • Insurance Agency Owner

Related Jobs

  • Financial Planner
  • Insurance Sales
  • Property and Casualty Insurance Agency Owner

Tags

Keywords