Insurance Sales Resume Examples and Templates for 2023

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Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).

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According to the Bureau of Labor Statistics, jobs in insurance sales are expected to grow by 5% from 2019 to 2029. This equates to an extra 27,500 new insurance sales agent positions. Although the impact of the internet will change the position, it’s not likely to affect the growth rate, as agents will still be needed to help people understand their policies and assist those without the time or expertise to do their own research.

While the number of job openings is predicted to grow, you can still expect competition for the most desired positions. A well-written resume is crucial to help you stand out from other candidates. Our downloadable resume examples can help both experienced and entry-level insurance sales agents write a polished resume. Below you’ll also find tips on creating a strong resume and tailoring your resume to the job description.

Downloadable Resume Examples


Example #1 Entry-level


Example #2 Mid-career


Example #3 Senior-level

Insurance Sales Resume Examples

Years of Experience
  • Entry-level Entry-level
  • Mid-career Mid-career
  • Senior-level Senior-level

Kamal P. Johnson
(810) 012-3456
[email protected]
222 Main St., Flint, MI 48531


A dynamic Insurance Sales Representative with two years of experience working in high-volume sales environments. Adept at interfacing potential sales prospects and identifying ideal insurance products based on individual customer needs.

Professional Experience

Entry-Level Remote Insurance Sales Representative, Banking Life, Saginaw, MI
July 2019 – Present

  • Field inbound calls from 15-30 sales prospects each day, conduct cold calling and prospecting, and utilize upselling techniques to achieve 125%-140% of monthly sales quotas
  • Manage consultations to identify client needs, financial goals, and resources
  • Develop a coordinated protection plan for immediate coverage and long-term strategy
  • Cross-selling and upselling additional company products to existing clients

Entry-level Insurance Sales Representative, Cadence Insurance, Flint, MI
June 2018 – June 2019

  • Delivered presentations to potential clients on insurance products and packages based on unique needs and goals, which resulted in 30% close rate for qualified leads
  • Maintained a comprehensive knowledge of insurance products and concepts to effectively upsell and cross-sell packages to potential customers

Key Skills

  • Insurance Sales
  • Cross-selling
  • Customer Service
  • Client Relations
  • Upselling Techniques


High School Diploma
East Lansing High School, East Lansing, MI, June 2018
President, Future Business Leaders of America


  • Michigan Life Insurance License, 2019 (#4816994)

Jasmine Burgess
(456) 789-0123
[email protected]
901 Address Road, Baltimore, MD 76543


A Life Insurance Sales Representative with seven years of experience identifying and selling cost-effective solutions to customers and managing long-term relationships. Adept at building rapport with client accounts and leading initiatives to uncover new business and enhance sales growth.

Professional Experience

Sales Representative, Family First Life, Baltimore, MD
February 2016- Present

  • Maintain a comprehensive understanding of mortgage protection and life insurance products, deliver engaging sales presentations, and generate over $400K in annual revenue
  • Conduct consultations with clients and gain insights into their needs to recommend the most suitable policies
  • Follow up on potential leads and search existing client lists to find opportunities for upselling
  • Communicate with insurance companies to obtain quotes and set up policies for clients

Life Insurance Agent, Assurance, Baltimore, MD
July 2013 – February 2016

  • Secured over $300K in new business in 2015, exceeded sales targets by 20% month over month, and provided comparisons of different policies to support customers
  • Scheduled health screening for life insurance clients with approved clinics
  • Clearly explained the billing options and benefits of individual insurance companies and policies to clients


Bachelor of Science in Business Administration, Risk Management and Insurance
University of Baltimore, Baltimore, MD, September 2009 – July 2013

Key Skills

  • Insurance Sales
  • Communication
  • Salesforce CRM
  • Client Relations
  • Account Management


  • Life and Health Insurance License, Maryland Insurance Administration, 2013 (#2222-45A)

Carl Collins
(324) 817-6372
[email protected]
23 Steep Avenue, San Diego, California, 92104


An Insurance Sales Executive with 10+ years of experience building lucrative sales pipelines and identifying opportunities to secure new business. A proven track record of delivering in-depth presentations on insurance products and improving annual sales revenue by up to 150%.

Professional Experience

Insurance Sales Manager, The Insurance Company, San Diego, CA
June 2014 – February 2021

  • Build, manage, and lead a team of 50+ insurance sales agents, identify opportunities to improve performance, and provide training on cross-selling techniques, resulting in over $1.5M in annual sales
  • Develop new sales pipelines and referral networks, provide coaching to team members to improve close rates, and achieve a 150% increase in annual sales revenue

Insurance Sales Specialist, Insurance and Sales Corporation, San Diego, CA
March 2006 – May 2014

  • Pitch and market new products to new and existing clients with a 35% close rate, attended networking events to generate new customer leads, and fielded all inbound and outbound sales inquiries
  • Conducted followups on sales prospects, identified ideal insurance products, and maintained a comprehensive knowledge of insurance products, concepts, and trends


Master of Science in Financial Engineering
The University of California, Berkeley, CA, September 2002 – September 2005

Bachelor of Science degree in Business Administration
The University of California, Berkeley, CA, September 1999 – July 2002

Key Skills

  • Insurance Sales
  • Customer Success
  • Account Management
  • Client Relations
  • Team Management


  • Chartered Property Casualty Underwriter Certificate in General Insurance, 2006 (#14-00098)
  • The American Institute for Chartered Property Casualty Underwriter Certificate, 2006 (#A45-7689090)

Common Key Skills and Action Verbs for Insurance Sales Resumes

Highlighting key skills and appropriate action verbs is an integral part of getting your resume noticed. Hiring managers often use applicant tracking systems (ATS) to screen applications and identify candidates with potential. The ATS scans and evaluates each resume and forwards those with a high number of matching keywords and phrases to the hiring manager. This means the more skill keywords included in your resume, the greater the chance you’ll be invited for an interview.

Key Skills & Proficiencies
Business administration Casualty insurance
Communication Compliance
Customer service Database
Entrepreneurship Final expense
Health insurance Insurance license
Interpersonal skills Licensed insurance agent
Life insurance Medicare
New business development Outbound phone calls
Persistence Problem-solving
Quoting Reading comprehension
Relationship management Sales
Time management
Action Verbs
Administrate Assist
Bill Communicate
Comply Develop
Explain Insure
Learn Manage
Market Network
Organize Phone
Prioritize Read
Sell Solve

Tips for Writing a Better Insurance Sales Resume

Highlight your insurance sales certifications

Insurance agents throughout the United States must have a license to sell insurance, and employers want licensed agents. Make sure to include the type of insurance you’re licensed to sell, known as the line of authority. Stating the licensing state and your National Producer Number also helps employers verify your license. If you have any other certifications that can enhance your resume, include this information as well, including the full name of the certification, the year you received it, and the certifying agency or school.

Example #1


  • Arizona Insurance Producer License, Casualty and Property Insurance Producer, 2015; NPN #55555555
  • Certified Professional Insurance Agent, Insurance Agents & Brokers, 2017


  • Insurance producers license 
  • Insurance agent certification

Example #2


  • New York Insurance Producer License, Life, Accident, & Health Agent, 2014; NPN #11111111
  • Limited-Investment Securities License (Series 6), Financial Industry Regulation Authority, 2015
  • Uniform Securities Agent State Law License (Series 63), New York, Financial Industry Regulation Authority, 2015


  • Licensed to sell insurance with New York State and FINRA

Emphasize your insurance sales soft skills

Insurance sales agents sell insurance, so sales skills are essential to include on your resume. However, the ability to sell products often starts with soft skills. Insurance agents must be able to actively listen to what the customer wants, communicate which products meet the customer’s needs, and solve client problems. It will also help your career if you can network, manage your time, and stay organized. Try to highlight at least one soft skill in your resume, preferably one that’s specified in the job listing or one in which you excel.

Example #1


Listened to customers and analyzed their needs to determine the best health insurance option and communicated with customers regarding how their insurance works and what’s covered.


Helped customers choose health insurance.

Example #2


Used networking and interpersonal skills to build relationships with managers and entrepreneurs who developed into new customers and $1.4 million of business insurance premiums for the company.


Sold business insurance to new clients.

How to Align Your Resume With the Job Description

Hiring managers need to look through a lot of resumes to find a person who fits their needs, and most use job descriptions to define what those needs are. Mentioning the skills and experience you have that match key requirements in the job description can help you stand out from the crowd.

To determine the skills and experience you need to feature, start by looking at the requirements listed first in the job description. These are generally the most important, along with attributes that are mentioned multiple times. Use the list of key priorities to write your resume, ensuring you include examples that demonstrate you can meet the company’s needs. Generic resumes are often overlooked, so make sure you highlight your major contributions and steer clear of copy and pasting.

Example Insurance Sales Job Description

Atlas Insurance is looking for a sales-minded licensed insurance agent to join our growing team. The ideal candidate will be a reliable professional with experience selling life insurance. Your primary responsibility will be generating new business by contacting potential customers and building relationships. You must be able to listen to customer needs and tailor a policy that fits their life. If you have excellent communication, interpersonal and networking skills, we’re eager to hear from you. 


  • Build relationships with potential clients from various sources, such as networking, referral, and cold calling
  • Communicate advantages and disadvantages of various policies to promote the sale of insurance
  • Tailor insurance policies to ensure they meet customer needs
  • Respond to insurance-related questions and issues regarding how to make a claim, update policies, and maintain records for possible claims
  • Create marketing strategies that bring customers to the company
  • Use company software to file all necessary paperwork to ensure the insurance policy is in place
  • Track insurance claims to ensure both client and company are satisfied


  • Bachelor’s degree in business, finance, or related field preferred
  • State and federal insurance license for health and life insurance
  • Three years of insurance sales experience
  • Excellent written and verbal communication skills
  • Ability to network and build customer relationships
  • In-depth knowledge of life insurance plans
  • Proficient in computers and database software

The job description shows that the ideal candidate will have the following skills and experience:

  • Life insurance
  • Networking
  • Build customer relationships
  • Communication skills
  • Sales skills
  • Generate new business
  • Tailor policies

Use the list of attributes you highlighted in the job description to craft your resume. Make sure your profile and bullet points include the experience and skills you have that match the company’s requirements. See below for an example of how best to incorporate them into your resume:

Insurance Sales Work Experience Example

Licensed Insurance Sales Agent, Achilles Insurance

March 2015 – Present

  • Communicate with customers to determine their needs and use extensive knowledge of life insurance to tailor policies that meet their requirements 
  • Use networking opportunities, referrals, and cold calling to generate new business
  • Build relationships with each customer and utilize extensive sales skills to sign people up for policies, selling over $565,000 of life insurance premiums in 12 months