Takeover Tracker

37%medium risk
Loan Officers
vs

50 shared · 16 different

core competencies

Side-by-Side Comparison

MetricLoan OfficersInsurance Sales Agents
Risk Score36.6%33.2%
Risk TierMedium RiskMedium Risk
Risk Percentile71th57th
Tasks at Risk (>50%)7 / 156 / 15
Median Salary$74,180$60,370
Employment291K469K

Skill Comparison

|

Sorted by largest difference

Provide Consultation and Advice to Others
Economics and Accounting
Sales and Marketing
Getting Information
Communicating with Persons Outside Organization
Resolving Conflicts and Negotiating with Others
Making Decisions and Solving Problems
Clerical
Judgment and Decision MakingAI-Augmented
Updating and Using Relevant Knowledge
PersuasionAI-Resistant
Processing Information

Protective Factors

Higher values indicate stronger protection against AI displacement

Loan Officers

29%

total discount

Insurance Sales Agents

28%

total discount

Task Risk Comparison

Tasks sorted by AI automation risk — higher means more automatable

Loan Officers

7 of 15 at risk
89%Compute payment schedules.
87%Submit applications to credit analysts for verification and recommendation.
86%Review loan agreements to ensure that they are complete and accurate according to policy.
86%Review and update credit and loan files.
65%Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

Insurance Sales Agents

6 of 15 at risk
86%Perform administrative tasks, such as maintaining records and handling policy renewals.
84%Contact underwriter and submit forms to obtain binder coverage.
80%Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
69%Calculate premiums and establish payment method.
54%Develop marketing strategies to compete with other individuals or companies who sell insurance.

Wage Comparison

Insurance Sales Agents earns -$13,810(-19%) vs Loan Officers
Loan OfficersInsurance Sales Agents
10th
$38,490$36,390
25th
$50,460$45,520
Median
$74,180$60,370
75th
$101,920$91,150
90th
$145,780$135,660

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Head-to-head task automation timeline
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Career transition paths from each job
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