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General Insurance Sales Test

The General Insurance Sales Test is specifically designed to evaluate the blend of behavioral and cognitive skills essential for excellence in insurance sales roles. By focusing on critical traits such as sociability, positivity, and achievement orientation, along with cognitive abilities like listening comprehension, industry knowledge, and numerical aptitude, this assessment identifies professionals who can effectively navigate the sales process, understand client needs, and drive business growth in the general insurance sector.

Our Clients:
Test Time
38 min
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Entry Level
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Job Family
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No of Questions
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Test Summary

Success in general insurance sales demands more than just an understanding of policies and premiums; it requires a unique set of interpersonal and analytical skills to connect with clients and deliver solutions that meet their needs. The General Insurance Sales Test provides a comprehensive evaluation of potential sales professionals, assessing their ability to communicate effectively, maintain a positive demeanor under pressure, adhere to industry standards, and demonstrate keen analytical and domain-specific knowledge. Ideal for insurance companies seeking to enhance their sales force, this assessment ensures candidates are well-equipped to foster strong customer relationships, achieve sales targets, and contribute to the overall success of the organization.


Relevant for

  • Insurance Sales Representatives
  • Insurance Sales Agents
  • Insurance Brokers
  • Insurance Sales Managers
  • Customer Service Representatives in Insurance
  • Insurance Account Managers
  • Insurance Product Specialists
  • Insurance Sales Consultants
  • Financial Advisors specializing in Insurance
  • Client Relationship Managers in Insurance

Elevating Success Through Diverse Competencies


Measures the ability to engage and build rapport with clients.


Assesses the capability to maintain an optimistic outlook and handle rejection constructively.


Evaluates adherence to ethical sales practices and regulatory compliance.

Achievement Orientation:

Gauges the drive to meet and exceed sales targets.

Listening Comprehension:

Tests the ability to accurately understand client needs and concerns.

Industry Domain Knowledge:

Assesses understanding of general insurance products, terms, and trends.

Numerical Ability:

Evaluates skills in handling calculations and financial data pertinent to insurance sales.

Optimized Sales Performance:
Identify candidates who possess the right mix of personality traits and cognitive skills to excel in insurance sales roles.

Enhanced Customer Relationships:
Pinpoint professionals capable of building lasting relationships with clients through effective communication and understanding.

Strategic Talent Placement:
Ensure your sales team is composed of individuals with strong domain knowledge, analytical capabilities, and a customer-focused approach.

Increased Sales Targets Achievement:
Recruit sales professionals who are driven to achieve and surpass sales goals, contributing to the company's revenue and growth.

Compliance and Ethical Selling:
Assess adherence to industry standards and ethical sales practices, safeguarding the company's reputation and compliance.

Key Features

Pmaps assessment

Globally Validated

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Language Agnostic

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Advanced Analytics

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Reliable & Validated

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Seamless Integration

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Real-time Reporting

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Why Choose PMaps?

Choosing PMaps means opting for a comprehensive and transformative assessment solution designed to address your most critical talent management needs. Our platform sets itself apart by delivering precision in talent acquisition and development through a suite of robust psychometric assessments. By leveraging our advanced analytics and expertise, organizations can seamlessly navigate the complexities of hiring, succession planning, and employee development.

One-Click Deployment

One-Click Deployment

Quickly select and deploy tests from our extensive library in just one click.

Effortless Sharing

Effortless Sharing

Conveniently share test links with candidates directly from the platform.

Device-Friendly Assessment

Device-Friendly Assessment

Boost completion rates with a candidate experience that’s seamless across all devices.

insightful report

Insightful Reporting

Gain clear insights from detailed reports to make informed candidate evaluations

Client Testimonials

Max Life Insurance: Mr. Shailesh Singh, Head - Talent Acquisition, Organization & Staffing
TA - Staffing

We use PMaps for two assessments, Sales Aptitude Assessment and Values Assessment for our salespersons. It helped us improve the quality of our hires. We have seen lower attrition.

Tech Mahindra - Group Head Talent Acquisition
Group Head TA

PMaps enables us to screen and assess candidates before they join us, especially when hiring thousands of individuals. It helps us understand their aptitude, communication skills, and personality.

Teleperformance - Sr. Vice President Recruitment

The PMaps team has been extremely forthcoming and receptive to the requirements we have shared. The solution that has been designed and customized to suit our requirements has been very well received.

Flexible customization options to suit your needs

Details About Assessments

Enhancing Insurance Sales Through Targeted Assessment

In the dynamic world of insurance sales, the ability to effectively connect with clients, understand their needs, and offer tailored solutions is paramount. The General Insurance Sales Test is crafted to identify professionals who excel in these areas, combining a deep understanding of insurance products with exceptional interpersonal skills. This assessment provides a nuanced evaluation of candidates, ensuring they possess the qualities needed to thrive in the competitive insurance sales landscape.

A Comprehensive Approach to Sales Excellence

The General Insurance Sales Test is designed to offer a holistic view of a candidate’s sales potential, assessing both the inherent personality traits and the acquired cognitive skills crucial for success in the field. By integrating behavioral insights with domain-specific knowledge and analytical capabilities, this test identifies individuals who can significantly contribute to an organization’s growth and customer satisfaction.

Types of Questions Included:

  • Behavioral Assessments: Evaluate traits such as sociability, positivity, dutifulness, and achievement orientation to understand how candidates interact with clients and navigate the sales process.
  • Cognitive Challenges: Focus on listening comprehension to ensure candidates can accurately identify client needs, industry domain knowledge to gauge their understanding of insurance products, and numerical ability for handling financial aspects of sales transactions.

Elaborating the Sections of Assessment

  • Client Engagement and Rapport Building: Measures the ability to establish and maintain strong relationships with clients, a cornerstone of successful sales strategies.
  • Resilience and Positivity: Assesses how candidates handle challenges and rejection, maintaining a constructive and optimistic approach to sales activities.
  • Ethical Considerations and Compliance: Evaluates the commitment to following industry regulations and ethical sales practices, ensuring trust and reliability.
  • Understanding Client Needs: Tests the ability to actively listen and comprehend clients’ requirements, facilitating personalized insurance solutions.
  • Insurance Product Expertise: Gauges the depth of knowledge in various insurance offerings, enabling the provision of accurate and relevant information to clients.
  • Analytical Skills in Sales: Assesses numerical abilities required for calculating premiums, understanding coverage details, and managing financial transactions effectively.

Benefits and Application of the Test

For Organizations:

  • Strategic Recruitment and Development: Enables the identification and development of sales professionals who are not just skilled in selling but are also adept at creating value for clients through insightful insurance solutions.
  • Enhanced Sales Performance: By ensuring your team has the necessary skills and traits, you can improve sales outcomes, increase customer retention, and achieve higher satisfaction rates.
  • Informed Decision-Making: Provides a data-driven basis for hiring and training decisions, aligning sales talent with organizational goals and market demands.
  • Cultural and Ethical Alignment: Assures that new hires will adhere to the ethical standards and cultural values of your organization, fostering a trustworthy sales environment.

For Candidates:

  • Career Insight: Offers valuable feedback on strengths and areas for improvement, aiding in personal development and career progression within the insurance industry.
  • Alignment with Role Expectations: Helps candidates understand their suitability for insurance sales roles, aligning their skills and personality traits with job requirements.

Ideal Candidate Profile

  • High Performers: Demonstrate a combination of strong interpersonal skills, resilience, industry knowledge, and analytical capabilities, making them adept at navigating the sales cycle and building lasting client relationships.
  • Client-Focused Advisors: Exhibited ability to listen and respond to client needs effectively, offering solutions that align with clients’ financial goals and risk profiles.

Final Thoughts: Fostering Sales Success in Insurance

The General Insurance Sales Test stands as a key tool for insurance companies aiming to enhance their sales force with professionals who are not only proficient in sales tactics but are also deeply committed to understanding and serving the needs of their clients. By prioritizing these essential skills and traits, organizations can ensure their sales teams are equipped to drive growth, foster client loyalty, and navigate the complexities of the insurance market with confidence and integrity.

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Resources Related To Test

PMaps Frequently Asked Questions

Learn more about PMaps through commonly asked questions:

What is the General Insurance Sales Test?

A targeted assessment tool created to evaluate the essential behavioral and cognitive skills necessary for success in general insurance sales roles.

Who can benefit from this test?

Insurance companies looking to hire or develop top-performing sales professionals with the right blend of interpersonal skills, product knowledge, and analytical ability.

Why is assessing both behavioral and cognitive traits important for sales roles?

It ensures candidates not only have the ability to connect with clients and understand their needs but also possess the technical knowledge and analytical skills to provide effective insurance solutions.

Can the General Insurance Sales Test be customized for different insurance products or markets?

Yes, the test is adaptable to reflect your specific product lines, market focus, and organizational sales strategies, ensuring a perfect fit for your sales team's needs.

Is there an option for a demo or trial?

Certainly, we offer demos and trial versions to give you a comprehensive look at how the test functions and how it can be integrated into your recruitment or training processes.