Insurance Sales Resume Examples
Years of Experience
- Entry-level
- Mid-career
- Senior-level
Kamal P. Johnson
(810) 012-3456
[email protected]
222 Main St., Flint, MI 48531
Profile
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
Education
High School Diploma
East Lansing High School, East Lansing, MI, June 2018
President, Future Business Leaders of America
Certifications:
- Michigan Life Insurance License, 2019 (#4816994)
Jasmine Burgess
(456) 789-0123
[email protected]
901 Address Road, Baltimore, MD 76543
Profile
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
Education
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
Certifications
- 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
Profile
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
Education
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
Certifications:
- 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
Good
- Arizona Insurance Producer License, Casualty and Property Insurance Producer, 2015; NPN #55555555
- Certified Professional Insurance Agent, Insurance Agents & Brokers, 2017
Bad
- Insurance producers license
- Insurance agent certification
Example #2
Good
- 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
Bad
- 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
Good
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.
Bad
Helped customers choose health insurance.
Example #2
Good
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.
Bad
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.
Responsibilities:
- 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
Qualifications:
- 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