Takeover Tracker
29%medium risk
Sales Agents, Financial Services
vs

53 shared · 16 different

core competencies

33%medium risk
Insurance Sales Agents

Side-by-Side Comparison

MetricSales Agents, Financial ServicesInsurance Sales Agents
Risk Score29.0%33.2%
Risk TierMedium RiskMedium Risk
Risk Percentile33th57th
Tasks at Risk (>50%)3 / 86 / 15
Median Salary$78,140$60,370
Employment472K469K

Skill Comparison

|

Sorted by largest difference

Communicating with Persons Outside Organization
Analyzing Data or Information
Coaching and Developing Others
Processing Information
Communicating with Supervisors, Peers, or Subordinates
Resolving Conflicts and Negotiating with Others
Selling or Influencing Others
Economics and Accounting
Developing and Building Teams
Provide Consultation and Advice to Others
Identifying Objects, Actions, and Events
Interpreting the Meaning of Information for Others

Protective Factors

Higher values indicate stronger protection against AI displacement

Sales Agents, Financial Services

32%

total discount

Insurance Sales Agents

28%

total discount

Task Risk Comparison

Tasks sorted by AI automation risk — higher means more automatable

Sales Agents, Financial Services

3 of 8 at risk
72%Prepare forms or agreements to complete sales.
55%Evaluate costs and revenue of agreements to determine continued profitability.
53%Review business trends to advise customers regarding expected fluctuations.
42%Determine customers' financial services needs and prepare proposals to sell services that address these needs.
34%Sell services or equipment, such as trusts, investments, or check processing services.

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 -$17,770(-23%) vs Sales Agents, Financial Services
Sales Agents, Financial ServicesInsurance Sales Agents
10th
$47,080$36,390
25th
$51,600$45,520
Median
$78,140$60,370
75th
$129,480$91,150
90th
$215,210$135,660

Premium Head-to-Head Analysis

Displacement Timeline Comparison

Sales Agents, Financial Services2028–2035
Insurance Sales Agents2028–2035
20242030203520402045

Sales Agents, Financial Services has a longer runway before significant displacement, projected 0 years later than Insurance Sales Agents.

Risk-Adjusted Salary

Salary weighted by displacement risk: salary × (1 − risk%)

Sales Agents, Financial Services

$55,448

from $78,140

Insurance Sales Agents

$40,351

from $60,370

After adjusting for AI risk, Sales Agents, Financial Services offers $15,097 more in risk-adjusted pay.

Transition Feasibility

1%

Skill Overlap

Low overlap — significant retraining needed for transition

0

Unique to Sales

0

Unique to Insurance

Combined Protection Strategy

Regardless of which path you choose, focus on these protective factors

Decision Complexity
Social Intelligence
Fine Manipulation
Regulatory Barriers
Sales Agents, Financial ServicesInsurance Sales Agents
Find transitions from Sales Agents, Financial ServicesFind transitions from Insurance Sales Agents