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Insurance Sales Orientation Test

The Insurance Sales Orientation Test is carefully designed to evaluate the essential behavioral and cognitive qualities crucial for success in the insurance sales domain. It analyzes personal traits such as sociability, positivity, dutifulness, and achievement orientation, in addition to cognitive skills like domain knowledge, numerical ability, and attention to detail. This targeted assessment identifies insurance sales professionals who are equipped to understand, communicate, and effectively sell insurance products, ensuring alignment with customer needs and organizational goals.

Our Clients:
Test Time
91 min
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Entry Level
job type
Job Family
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No of Questions
Questions Type

Test Summary

The fast-paced insurance sector requires sales professionals to be not only knowledgeable about various insurance products but also to possess the interpersonal skills to connect with and win over clients. The Insurance Sales Orientation Test ensures that candidates have the ideal mix of approachability, ethical standards, and motivation needed to excel in insurance sales roles. By assessing cognitive skills, it further confirms that individuals have the analytical capability to handle numerical data and the meticulousness necessary for navigating the details of insurance policies and customer requirements.


Relevant for

  • Insurance Sales Agents
  • Financial Advisors specializing in Insurance
  • Insurance Brokers
  • Insurance Sales Representatives
  • Client Relationship Managers in Insurance
  • Customer Service Representatives with Sales Focus
  • Insurance Product Specialists
  • Insurance Account Managers
  • Bancassurance Officers
  • New and Experienced Sales Professionals in Insurance

Elevating Success Through Diverse Competencies


Evaluates the ability to network, create, and sustain client relationships.


Assesses a cheerful demeanor and resilience, critical for handling sales-related challenges.


Measures adherence to ethical practices within the sales process.

Achievement Orientation:

Gauges the drive to meet and surpass sales objectives.

Domain Knowledge:

Tests comprehensive understanding of insurance products and market dynamics.

Numerical Ability:

Assesses proficiency with numerical data, crucial for explaining policy details and handling quotes.

Attention to Detail:

Evaluates meticulousness in managing policy specifics and client documentation.

Targeted Recruitment:
Streamline the hiring process by identifying candidates who are not only sociable and positive but also show a strong sense of duty and drive for success.

Enhanced Sales Performance:
Employ professionals who possess the domain knowledge and numerical ability to effectively present and sell insurance products.

Increased Customer Satisfaction:
Ensure your sales team comprises individuals capable of meticulous attention to policy details, fostering trust and clarity with clients.

Strategic Team Development:
Utilize assessment insights to inform training and development initiatives, enhancing team capabilities in line with industry requirements.

Ethical Sales Culture:
Affirm that your team practices the highest ethical standards, solidifying the company's reputation and compliance.

Key Features

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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.

Flexible customization options to suit your needs

Details About Assessments

Tailoring Talent to Insurance Sales Success

The Insurance Sales Orientation Test is a specialized instrument crafted to discern the essential qualities of high-performing insurance sales professionals. It combines an assessment of both personality traits and cognitive skills, pinpointing individuals most likely to excel in the nuanced and relationship-driven world of insurance sales.

Comprehensive Profiling for Insurance Sales Roles

This assessment provides an in-depth look at the candidate's potential, evaluating the inherent abilities and learned knowledge critical to insurance sales success. It's structured to explore how candidates will engage with clients, manage sales challenges, and navigate insurance products with expertise and detail.

Types of Questions Included:

  • Behavioral Assessments: Questions designed to reveal how candidates will interact with clients, maintain positivity in the face of rejection, and adhere to ethical sales practices—traits essential for creating a trusted sales experience.
  • Cognitive Challenges: Focus on a candidate's understanding of insurance products, their ability to handle numerical data during policy discussions and quotes, and the attention to detail required for precise policy management.

Elaborating the Sections of Assessment

  • Interpersonal Engagement: Evaluates how candidates build rapport, foster relationships, and sustain client engagement—key factors in securing and maintaining business.
  • Resilience and Ethical Standards: Assesses a candidate's ability to handle the sales process with optimism and integrity, ensuring practices that reflect the company's commitment to ethical sales.
  • Industry-Specific Knowledge: Tests candidates' comprehension of insurance products, terminology, and market dynamics, confirming their ability to guide clients through complex decisions.
  • Analytical Skills in Policy Detail: Evaluates the attention to detail and numerical reasoning necessary for explaining policy nuances and financial implications to clients.

Benefits and Application of the Test

For Organizations:

  • Strategic Talent Selection: Identify candidates with the optimal combination of people skills and product knowledge to advance your insurance sales objectives.
  • Training and Development Focus: Utilize detailed assessment outcomes to personalize training programs, bolstering your team's strengths and addressing areas for growth.
  • Client Relationship Enhancement: Secure professionals who are adept at establishing and nurturing client connections, a cornerstone of success in insurance sales.
  • Sales Compliance and Integrity: Confirm that your sales team upholds the high ethical standards that underpin client trust and industry regulations.

For Candidates:

  • Insightful Career Development: Provide valuable feedback to candidates on their fit for sales roles, informing their professional development within the insurance industry.
  • Role Compatibility Assessment: Help candidates assess their alignment with the demands of insurance sales positions, leading to better job satisfaction and performance.

Ideal Candidate Profile

  • Empathetic Communicators: Candidates who stand out in their ability to understand client needs and effectively communicate insurance solutions.
  • Ethical Sales Advocates: Individuals who demonstrate a strong commitment to maintaining the integrity of the sales process and adhering to industry compliance standards.

Final Thoughts: Elevating the Insurance Sales Experience

The Insurance Sales Orientation Test is more than an evaluation; it's a strategic pathway to enriching your sales team with the right talent. By emphasizing the integral mix of sociability, knowledge, and attention to detail, this assessment ensures that your team is not just equipped to sell but is prepared to forge lasting client relationships based on trust, expertise, and ethical salesmanship. In the competitive insurance marketplace, having a team that embodies these qualities is invaluable in driving growth, client loyalty, and a reputation for excellence.

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PMaps Frequently Asked Questions

Learn more about PMaps through commonly asked questions:

What is the Insurance Sales Orientation Test?

A dedicated assessment to gauge the crucial skills and personal traits necessary for professionals in the insurance sales field.

Who can benefit from this test?

Insurance companies looking to hire or develop individuals who can effectively sell insurance products while maintaining excellent customer relationships.

Why assess both behavioral traits and cognitive skills for insurance sales?

It ensures candidates have the right combination of interpersonal skills to engage clients and the technical knowledge to handle the nuances of insurance policies.

Can the Insurance Sales Orientation Test be tailored for different types of insurance products?

Yes, the test can be customized to reflect the specific requirements and nuances of various insurance lines, aligning with your company's product offerings and sales strategies.

Is there a demo or trial available for the test?

Absolutely, demos and trials are available to demonstrate the effectiveness of the test and how it can be integrated into your talent acquisition or development processes.