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INSURANCE AGENT: Helping Families Save Money

About this video 

Srinual is an Insurance Agent working for New York Life. Srinual likes to help and educate families save money, which is important especially for young families. Srinual explains what she does on a day to day basis, her educational path and what she wished she knew before starting her job.

School: Ohlone College ; Cal State Eastbay
Job Title: Insurance Agent
Employer: New York Life

Job Summary: Insurance Sales Agents

Job Description

Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. An agent explains various insurance policies and helps clients choose plans that suit them. Although most insurance sales agents work for insurance brokerages selling the policies of several companies, some work directly for a single insurance company.

On-the-Job Training

Moderate-term on-the-job training

Additional Info

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications can also be a source of continuing education credit.

Certification Requirement
Required by State.

Quick Facts

Average salary
Average salary
National Statistic Change Location
Confirm
$25,000 - $115,000
Projected job growth
Projected Job Growth
15 to 25 percent
Typical schedule
Typical schedule
Flexible, Full-time
Typical workplace
Typical workplace
Home, Remote, Indoor, Office, Travel
Personal qualities
Personal Qualities
Analytical skills, People skills, Leadership ability, Networking, Problem solving skills, Verbal communication skills

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P3.instances[0].transcript.parse_transcript_data({"transcript":"<p><span m='110'>Hi,</span> <span m='560'>my</span> <span m='740'>name</span> <span m='1050'>is</span> <span m='1230'>Nuan.</span> <span m='2140'>And</span> <span m='4019'>I</span> <span m='4210'>work</span> <span m='4690'>for</span> <span m='5240'>New</span> <span m='5460'>York</span> <span m='5740'>Life</span> <span m='6160'>Insurance.</span> <span m='7050'>And</span> <span m='7390'>basically,</span> <span m='8000'>not</span> <span m='8220'>just</span> <span m='8420'>the</span> <span m='8540'>life</span> <span m='8770'>insurance,</span> <span m='9370'>I</span> <span m='9650'>work</span> <span m='10380'>at</span> <span m='10580'>the</span> <span m='12570'>financial</span> <span m='13560'>services.</span> <span m='14790'>So</span> <span m='15210'>basically,</span> <span m='15810'>I</span> <span m='15920'>help</span> <span m='16280'>either</span> <span m='16610'>young</span> <span m='16920'>family</span> <span m='17270'>that</span> <span m='17430'>might</span> <span m='17650'>need</span> <span m='17920'>insurance</span> <span m='18700'>or</span> <span m='19430'>young</span> <span m='19700'>family</span> <span m='20160'>that</span> <span m='20370'>might</span> <span m='20570'>need</span> <span m='20770'>some</span> <span m='21270'>saving.</span> <span m='22650'>So</span> <span m='23140'>basically,</span> <span m='23840'>I</span> <span m='24020'>help</span> <span m='24460'>them</span> <span m='24780'>plan</span> <span m='27850'>for</span> <span m='28510'>financial</span> <span m='28980'>planning,</span> <span m='29360'>basically.</span> <span m='31060'>I</span> <span m='31150'>can</span> <span m='31370'>either</span> <span m='31820'>help</span> <span m='32100'>people</span> <span m='32500'>that</span> <span m='32740'>already</span> <span m='33050'>retired</span> <span m='33640'>to</span> <span m='33760'>make</span> <span m='33980'>sure</span> <span m='34270'>that</span> <span m='34550'>their</span> <span m='34770'>money</span> <span m='36340'>last</span> <span m='36720'>for</span> <span m='36810'>their</span> <span m='36970'>lifetime,</span> <span m='38400'>something</span> <span m='38810'>like</span> <span m='39010'>that.</span> </p><p><span m='39590'>Every</span> <span m='39890'>day,</span> <span m='41510'>because</span> <span m='43680'>I</span> <span m='44150'>do</span> <span m='44490'>my</span> <span m='44690'>own</span> <span m='44950'>business--</span> <span m='45470'>even</span> <span m='45720'>though</span> <span m='45850'>I</span> <span m='45950'>work</span> <span m='46220'>for</span> <span m='46340'>New</span> <span m='46470'>York</span> <span m='46730'>Life,</span> <span m='47200'>but</span> <span m='47720'>basically,</span> <span m='48550'>it's</span> <span m='48740'>my</span> <span m='48880'>own</span> <span m='49140'>business.</span> <span m='50200'>So</span> <span m='50880'>you</span> <span m='51000'>have</span> <span m='51220'>to</span> <span m='51350'>own</span> <span m='51610'>business</span> <span m='52070'>by</span> <span m='52320'>finding</span> <span m='52655'>your</span> <span m='52990'>own</span> <span m='53170'>clients</span> <span m='53800'>and</span> <span m='54020'>do</span> <span m='54280'>servicing</span> <span m='54430'>your</span> <span m='54500'>own</span> <span m='54900'>client,</span> <span m='55470'>do your</span> <span m='55530'>own</span> <span m='55940'>paperwork,</span> <span m='56660'>and</span> <span m='56780'>do your</span> <span m='57240'>own</span> <span m='57390'>follow-up.</span> <span m='58145'>I'm</span> <span m='58480'>helping</span> <span m='58860'>myself</span> <span m='59450'>because</span> <span m='59960'>I</span> <span m='60060'>educate</span> <span m='60570'>myself.</span> <span m='61150'>I</span> <span m='61340'>also</span> <span m='63190'>do</span> <span m='63400'>my</span> <span m='63530'>own</span> <span m='63800'>planning</span> <span m='64560'>and</span> <span m='64760'>do</span> <span m='64879'>my</span> <span m='65060'>own</span> <span m='66130'>family</span> <span m='66860'>financial</span> <span m='67420'>planning.</span> </p><p><span m='68480'>And</span> <span m='68750'>I</span> <span m='68870'>also</span> <span m='71340'>like</span> <span m='71650'>what</span> <span m='71820'>I</span> <span m='71890'>do</span> <span m='72280'>because</span> <span m='72680'>I</span> <span m='72780'>teach</span> <span m='73110'>others</span> <span m='73700'>as</span> <span m='73980'>well.</span> <span m='74340'>Because</span> <span m='75610'>not</span> <span m='75790'>many</span> <span m='76050'>people</span> <span m='76490'>know</span> <span m='76790'>what</span> <span m='76990'>the</span> <span m='77100'>life</span> <span m='77340'>insurance</span> <span m='77830'>is.</span> <span m='78130'>And</span> <span m='78300'>not</span> <span m='78500'>many</span> <span m='78720'>people</span> <span m='79140'>knowing</span> <span m='80250'>to</span> <span m='80370'>plan</span> <span m='80860'>for</span> <span m='81030'>their</span> <span m='81290'>retirement.</span> <span m='82470'>And</span> <span m='82850'>they</span> <span m='83470'>don't</span> <span m='83690'>really</span> <span m='83960'>know</span> <span m='84270'>what</span> <span m='84560'>the</span> <span m='85350'>rules</span> <span m='85790'>and</span> <span m='85920'>regulations</span> <span m='87360'>through</span> <span m='87730'>the</span> <span m='88540'>government.</span> </p><p><span m='89480'>My</span> <span m='89710'>education</span> <span m='90380'>background</span> <span m='90990'>is</span> <span m='91690'>I</span> <span m='91890'>graduate</span> <span m='92370'>at</span> <span m='93010'>the</span> <span m='94600'>Ohlone</span> <span m='94850'>College</span> <span m='95650'>AA.</span> <span m='96460'>And</span> <span m='96720'>I also</span> <span m='97060'>graduate</span> <span m='97890'>in</span> <span m='98810'>computer</span> <span m='99290'>science</span> <span m='99840'>in</span> <span m='102240'>[INAUDIBLE].</span> <span m='103230'>And</span> <span m='104660'>when</span> <span m='104950'>I</span> <span m='106970'>have</span> <span m='107120'>to</span> <span m='107210'>get</span> <span m='107380'>into</span> <span m='107740'>this</span> <span m='107970'>business,</span> <span m='108380'>you</span> <span m='108620'>have to</span> <span m='108885'>pass</span> <span m='109150'>exam</span> <span m='109940'>through</span> <span m='110320'>the</span> <span m='110730'>state</span> <span m='111050'>exam.</span> <span m='112010'>So</span> <span m='112200'>I</span> <span m='112320'>passed</span> <span m='112680'>two</span> <span m='113090'>exams.</span> <span m='114270'>The first</span> <span m='114620'>exam</span> <span m='115020'>for</span> <span m='115150'>life</span> <span m='116030'>and</span> <span m='116350'>health</span> <span m='116840'>exam</span> <span m='117310'>and</span> <span m='117510'>the</span> <span m='117590'>second</span> <span m='117890'>exam</span> <span m='118340'>I</span> <span m='118460'>pass</span> <span m='118900'>for</span> <span m='120380'>securities</span> <span m='121060'>exam,</span> <span m='121830'>which</span> <span m='122030'>is</span> <span m='122220'>very</span> <span m='122460'>hard.</span> <span m='122950'>But</span> <span m='123160'>it's</span> <span m='123340'>worth</span> <span m='123660'>it.</span> </p><p><span m='124570'>I</span> <span m='124770'>wish</span> <span m='125160'>I</span> <span m='125550'>start</span> <span m='125950'>this</span> <span m='126190'>my</span> <span m='126380'>career</span> <span m='127500'>10</span> <span m='127990'>years</span> <span m='128340'>ago.</span> <span m='131840'>Because</span> <span m='132510'>I</span> <span m='132630'>know</span> <span m='132840'>this</span> <span m='133080'>is</span> <span m='133270'>the</span> <span m='133400'>right</span> <span m='133660'>one</span> <span m='134120'>and</span> <span m='134630'>this</span> <span m='134860'>is--</span> <span m='141210'>because</span> <span m='141520'>I</span> <span m='141660'>like</span> <span m='141910'>what</span> <span m='142040'>I</span> <span m='142190'>do</span> <span m='142560'>and</span> <span m='143310'>I</span> <span m='143460'>enjoy</span> <span m='143930'>what</span> <span m='144170'>I</span> <span m='144260'>do</span> <span m='145210'>and</span> <span m='146110'>it's</span> <span m='146330'>the</span> <span m='146410'>right</span> <span m='146720'>career</span> <span m='147755'>for</span> <span m='148120'>me.</span> <span m='148650'>Just</span> <span m='148820'>how</span> <span m='149300'>I</span> <span m='149750'>feel.</span> </p>","file":{"id":604709,"video_id":"","name":"3035-MVI_8099.MOV.mp4","duration":151301,"thumbnail_url":null}});