Insurance Sales Assessment

Additional information



Job Levels

Entry Level

Test Time

20 Minutes

Boost insurance sales effectiveness and customer engagement.

Boost insurance sales effectiveness and customer engagement by assessing key skills and competencies with our specialized assessment.

  • Boost insurance sales effectiveness and customer engagement
  • Identify top-performing insurance sales professionals.
  • Enhance product knowledge and recommendation skills.
  • Improve sales conversion rates and customer satisfaction.
  • Streamline insurance sales training and development efforts.


What boosts insurance sales effectiveness and customer engagement?

Our Insurance Sales Assessment is tailored to enhance your salesforce's effectiveness in the insurance industry. By measuring critical competencies such as product knowledge, customer engagement, and relationship building, our assessments enable targeted training and development. With our visual-based, language-agnostic approach, you can eliminate biases, enhance customer experiences, and drive insurance sales growth.

  • Relationship Building

    Establishing trust, maintaining long-term client relationships, and providing exceptional customer service.

  • Resilience

    Handling rejection, maintaining motivation, and bouncing back from setbacks in a competitive sales environment.

  • Adaptability:

    Adapting sales strategies to different client needs, market trends, and changing insurance products.

  • Communication Skills

    Effectively conveying information, actively listening, and building rapport to engage and persuade potential clients.

  • Product Knowledge

    Demonstrating a deep understanding of various insurance products, coverage options, and policy terms

  • Sales Techniques

    Applying proven sales methodologies, objection handling, and closing techniques to drive successful sales outcomes

  • Consultative Selling

    Identifying client needs, offering tailored solutions, and providing expert advice to meet insurance requirements

  • Critical Thinking

    Analyzing client information, assessing risks, and recommending suitable insurance solutions

  • Numerical Reasoning

    Interpreting data, calculating premiums, and accurately assessing insurance coverage

  • Attention to Detail

    Thoroughly reviewing policies, contracts, and documentation to ensure accuracy and compliance

What advantages does the PMaps Insurance Sales Assessment provide in identifying skilled insurance sales professionals?

The PMaps Insurance Sales Assessment is a powerful tool that provides numerous advantages in identifying skilled insurance sales professionals for your organization. With our comprehensive assessment and advanced features, you can make data-driven hiring decisions and maximize the potential of your sales team. Here’s why our assessment is the ideal choice:

Increased Productivity: Identify and select candidates who possess the specific skills and competencies required for success in insurance sales roles, leading to improved productivity.
Higher ROI: By hiring skilled insurance sales professionals, you can enhance sales performance, generate higher revenue, and achieve a positive return on investment.
Improved Customer Satisfaction: Select candidates with strong communication and relationship-building skills to provide exceptional service, resulting in satisfied customers.
Predictive Analytics: Leverage our data-driven approach to predict candidates’ potential performance in insurance sales roles with 85% accuracy.

Additional Benefits of the PMaps Platform:
Easy Integration: Seamlessly integrate our assessment with HRMS platforms and ATS, streamlining your recruitment process and saving time.
User-Friendly Reports: Our easy-to-understand reports enable HR professionals to interpret assessment results quickly and make informed decisions.
PMaps Invigilator: Ensure assessment integrity with our secure test delivery mode, preventing cheating or unauthorized assistance.
Data Security: Rest assured that your candidate and assessment data are protected with industry-leading security protocols.

With the PMaps Insurance Sales Assessment and our comprehensive platform, you can enhance your hiring process, improve sales effectiveness, and achieve your organizational goals. Book a demo today to experience the power of our assessment platform and revolutionize your hiring process. Drive business success, increase productivity, and hire only the right fit with the PMaps Insurance Sales Assessment.

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