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Career change · from Insurance Agent

Careers after Insurance Agent: 16 jobs where your skills transfer.

Every related role O*NET lists for insurance agents, scored by how closely the skill profile matches, what it pays and how much extra preparation it needs. Original analysis, sources below.

Updated Nov 2, 2026 · Data: O*NET 31.0 · BLS OEWS May 2025
FromInsurance Agent
  • Reading Comprehension
  • Active Listening
  • Speaking
  • Critical Thinking
84%84%83%
To16 related roles
  • Credit Counselor
  • Loan Interviewers and Clerks
  • Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Quick answer

The jobs closest to an Insurance Agent's skills are Credit Counselor, Loan Interviewers and Clerks and Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel (84%, 84% and 83% skill match). 8 related roles pay more without needing more preparation, led by Financial Advisor (+$42,790 median).

Transition matrix

Where your skills transfer

Data Skill match and pay change are our calculations from O*NET and BLS data (method below).

Destination roleSkill matchPay changePreparation
Credit Counselor84% −$10,050 Same prep
Loan Interviewers and Clerks84% −$12,260 Less prep
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel83% +$7,710 Less prep
Underwriter79% +$19,090 Same prep
Loan Officer76% +$14,410 Same prep
Eligibility Interviewers, Government Programs75% −$8,070 Less prep
Real Estate Agent73% −$9,450 Less prep
Customer Service Representative70% −$17,510 Less prep
Compensation, Benefits, and Job Analysis Specialists68% +$15,930 Same prep
New Accounts Clerk65% −$14,610 Less prep
Financial Advisor64% +$42,790 Same prep
Investment Banker62% +$16,380 Same prep
Credit Analyst62% +$21,230 Same prep
Insurance Claims and Policy Processing Clerks61% −$13,050 Less prep
Claims Adjuster57% +$15,720 Same prep
Credit Authorizers, Checkers, and Clerks52% −$12,200 Less prep
Gap analysis

The three closest moves

Data Skills where the destination's O*NET level is at least half a point higher are listed as gaps.

Insurance Agent → Credit Counselor84% skill match · −$10,050 median pay

Already strong: Reading Comprehension, Active Listening, Speaking, Critical Thinking.

To build: Management of Financial Resources, Management of Personnel Resources, Social Perceptiveness.

Insurance Agent → Loan Interviewers and Clerks84% skill match · −$12,260 median pay

Already strong: Active Listening, Speaking, Reading Comprehension, Critical Thinking.

To build: Management of Financial Resources, Quality Control Analysis, Operations Analysis.

Insurance Agent → Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel83% skill match · +$7,710 median pay

Already strong: Active Listening, Service Orientation, Speaking, Reading Comprehension.

To build: Management of Financial Resources, Management of Material Resources, Management of Personnel Resources.

A realistic plan

How to make the move

Advice

  1. Weeks 1 to 2Pick one destination

    Credit Counselor is the closest match at 84%. Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel pays more without more preparation.

  2. Weeks 2 to 6Close the top gap

    For Credit Counselor, the biggest gap is management of financial resources. Build one piece of proof for it.

  3. Weeks 4 to 8Reframe your resume

    Lead with reading comprehension, active listening, written in the destination's language.

  4. From week 6Talk to people in the role

    Ask three credit counselors what they wish they had known before switching.

Method

How this page is built

Skill match is the cosine similarity of the two occupations' skill profiles: for each of 35 O*NET skills (10 essential, 25 transferable) we multiply importance by level and subtract the average across all occupations, then compare the direction of the two profiles. 100 means identical shape; 0 means unrelated or opposite (negative values are shown as 0). Only occupations that O*NET itself lists as related are compared. Pay change compares the BLS national median annual wages (May 2025) of the two occupations. Preparation change compares O*NET Job Zones (Job Zones 1-2, 3, 4 and 5, from very little to extensive preparation; O*NET 31.0 combines zones 1 and 2). Destinations without BLS wage data or O*NET skill ratings are left out.

What this page can't tell you
  • Licensing or degree rules for a specific destination.
  • Whether employers in your area hire career changers.
  • Your own skills: the scores compare occupations, not people.
Sources
  1. O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. TryHired selected, ranked and combined the data; O*NET is not responsible for these pages.
  2. U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2025 estimates (public domain).

How TryHired builds this data: sources, methods and downloads. Spotted an error? Report a correction.

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