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Insurance Sales Agents Competency Model

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Job Function/Industry: Financial Services & Insurance
Description: Competency model composed of education, experience, tasks, competencies and characteristics required to effectively:
- 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.
Version: The basic version contains education, experience, tasks and competencies required for the occupation. The complete version adds the behaviors required for the occupation, painting a clear picture of what is expected and reducing subjectivity.
Author: DOL O*Net - this product uses the O*NET Database version 17.0, but has been improved for relevance to competency-based talent management
Last Updated: June 2010
# of Competencies Included: 30
Competencies weighted based on significance, including but not limited to:
1 - Customer and Personal Service
2 - Sales and Marketing
3 - Oral Comprehension
4 - Written Comprehension
5 - Oral Expression
6 - Active Listening
7 - English Language
8 - Reading Comprehension
9 - Written Expression
10 - Writing
Format: After checkout you will receive an email with a link to the competency model in PDF format.