Life Insurance Agent Job Description Template

The Life Insurance Agent will be responsible for providing life insurance products to customers and assisting them in choosing the best coverage for their needs. The agent will meet with potential clients, assess their needs, and provide them with quotes from various carriers. They will also help clients fill out applications and handle any other paperwork associated with the policy. In addition, the agent will periodically review existing policies to ensure that they are still meeting the client’s needs.

Life Insurance Agent Job Responsibilities

  • Sell life insurance policies to individuals and families
  • Educate clients about different types of life insurance coverage
  • Determine client needs and recommend appropriate life insurance policy
  • Calculate premiums and present quotes to clients
  • Stay up-to-date on industry changes and developments
  • Maintain strong relationships with clients


  • To provide life insurance coverage to individuals and families in order to financially protect them in the event of an untimely death. To work with clients to determine their life insurance needs and then recommend the best policy for them. To provide excellent customer service in order to maintain longterm relationships with clients. To stay up-to-date on industry changes and developments in order to better serve clients.

Life Insurance Agent Job Skills & Qualifications Needed

  • The skills and qualifications needed for the role of Life Insurance Agent include: excellent communication and interpersonal skills, strong sales ability, selfmotivation, and a willingness to learn.