Insurance Sales Executive Assessment


Hire the right talent for Insurance Sales, and optimize sales performance.


Use & Purpose:

 Consider what can the impact of increased sales and margins per sales representative/personnel, with more repeat customers, do for your organization! With the dynamically increasing customers’ needs and demand for genuine value, sales leaders are increasingly saying “it’s tough penetrating in the market”.

Our Insurance Sales Executive Assessment
 directly measures sales and business development skills and attributes, and examines the factors that affect sales performance optimization of insurance agents. Our flagship tests from our Psychometric Inventory address your key questions including:

  • How well does the candidate we are hiring know the current and emerging best practices associated with business-to-consumer selling?
  • Does our team consistently apply those practices?
  • How are we addressing the performance gaps of our insurance agents in critical areas like needs assessments, suggestive selling, and customer service?
  • How can our insurance agents team become our competitive advantage that drives customer loyalty?

Use for 

  • Hiring the ‘Right’ Sales Talent and Improving the Existing Sales Talent:  Our Insurance Sales Executive Assessment combines a detailed understanding of Insurance Sales hiring process and the special skill sets, proven to predict sales hiring success 90% of the time. We also provide customized solution to meet your unique business requirements in Insurance Sales.
  • Optimizing Sales Performance through ‘development needs analysis’: Our quantitative and validated process analyzes your insurance agents, detailing each individual’s potential to become a top performer. We provide a road map that identifies the skills each individual must learn, the attributes they must develop, and the weaknesses they must overcome to achieve top sales success.
  • Increasing Sales Revenue: Armed with validated insights using our Assessment, you can develop and initiate appropriate sales talent strategies to drive revenue, sales and business performance – creating a genuine competitive advantage.

Key profiles the test is useful for:

  • Sales Executive/ Sales Representative
  • Business Development Executive
  • Sales Apprentice
  • Assistant Sales Manager
  • Insurance Agents


Test Details

Number of Sections


Number of Questions


Test Duration

60 minutes

Test Language


Section Details:

Personality Inventory

Assesses the candidate’s behavioral competencies required for a sales role and is based on Big Five Model of Personality.

Sales Knowledge Test

Assesses the functional understanding of the sales process through situation judgement questions

Customer Focus Test

Measures the person’s ability to handle customers through situation judgement questions

Motivation Inventory

Measures the person’s key career motivators that drive his/her success in the role.



How it works:

Step 1
Add this test to your cart and order online

Step 2
You will receive the test link via mail – send this to your candidate

Step 3
Candidate take the tests

Step 4
The test result is uploaded onto the client area.

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