When an agent offers insurance or financial products, they're not merely selling products, they're developing relationships. Agent's relationship with their customers, as well as the trust customers place both in the agent and in the products offered, are critical components to an agent's ultimate success. Agents provide very intimate services in the insurance and financial marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives.