41-3021.00 · Learning planner
Insurance Sales Agents: a task-based learning plan
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.
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Understand the profile before choosing priorities
The table shows the ten highest importance ratings among 26 skills with usable ratings. Skills tied on importance can share a rank. Importance (1–5) and level (0–7) describe different dimensions. A level of 4 is not 4/7 of a course, and neither scale is your personal score. Source dates refer to the underlying rating, not the database release date.
| Skill | Importance / 5 | Level / 7 | Rating date |
|---|---|---|---|
| Reading Comprehension | 4.00 | 4.00 | 08/2018 · Analyst |
| Active Listening | 3.88 | 4.00 | 08/2018 · Analyst |
| Speaking | 3.88 | 4.00 | 08/2018 · Analyst |
| Critical Thinking | 3.75 | 3.88 | 08/2018 · Analyst |
| Persuasion | 3.62 | 3.88 | 08/2018 · Analyst |
| Writing | 3.62 | 3.62 | 08/2018 · Analyst |
| Time Management | 3.50 | 3.00 | 08/2018 · Analyst |
| Service Orientation | 3.38 | 3.50 | 08/2018 · Analyst |
| Negotiation | 3.25 | 3.38 | 08/2018 · Analyst |
| Social Perceptiveness | 3.12 | 3.00 | 08/2018 · Analyst |
Anchor the plan in an actual task
Choose one reported task you want to understand better. Then choose one to three skills and describe an appropriate learning activity, evidence you will review and a date. For practical work requiring authorization, choose relevant coursework, observation or supervised training.
Reading Comprehension
Understanding written sentences and paragraphs in work-related documents.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Understand an email from management describing new personnel policies
Level 2: Read step-by-step instructions for completing a form
Which instruction, constraint or exception in a document would you need to explain accurately?
Active Listening
Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Answer inquiries regarding credit references
Level 2: Take a customer's order
What would you ask the other person to clarify, and how would you confirm you understood?
Speaking
Talking to others to convey information effectively.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Interview applicants to obtain personal and work history
Level 2: Greet tourists and explain tourist attractions
How would you explain the task, audience needs and next step in a short conversation?
Critical Thinking
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Evaluate customer complaints and determine appropriate responses
Level 2: Determine whether a subordinate has a good excuse for being late
What assumption could change your conclusion, and what evidence would you check first?
Persuasion
Persuading others to change their minds or behavior.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Convince a supervisor to purchase new office equipment
Level 2: Solicit donations for a charity
What evidence would help an audience evaluate your proposal without hiding its tradeoffs?
Writing
Communicating effectively in writing as appropriate for the needs of the audience.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Write an email to staff outlining new directives
Level 2: Write down a guest's order at a restaurant
What document would another person need, and how would you check that they could act on it?
Time Management
Managing one's own time and the time of others.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 2: Keep a monthly calendar of appointments
Level 4: Allocate the time of subordinates to projects for the coming week
What needs to happen first, where is the deadline, and what would you do if time runs short?
Service Orientation
Actively looking for ways to help people.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Make flight reservations for customers using an online booking site
Level 2: Ask customers if they would like a cup of coffee
What does the person receiving the work need, and how would you confirm the need was met?
Negotiation
Bringing others together and trying to reconcile differences.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 4: Contract with a wholesaler to sell items at a given cost
Level 2: Present justification to a manager for altering a work schedule
Which interests or constraints need to be reconciled, and what question would clarify them?
Social Perceptiveness
Being aware of others' reactions and understanding why they react as they do.
Read the scale examples
These generic examples illustrate the level scale. They are not required activities for insurance sales agents.
Level 2: Notice that customers are angry because they have been waiting too long
Level 4: Be aware of how a coworker's promotion will affect a work group
What perspective or concern might another person bring to this task?
Review the result
Your plan should explain why the selected skills matter for your chosen task, what you will do next and what evidence you will examine. Revisit the plan after that activity. Completing a worksheet or matching an occupation’s ratings does not establish professional competence.
Keep your worksheet
Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.
Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.