commercial insurance sales resume

• • Achieved 125% of sales targets for six consecutive months.
• • Engaged with an average of 40 potential clients weekly, providing policy information.
• • Negotiated policy terms, resulting in a 15% increase in long-term clients.
• • Collaborated with the policy management team to ensure timely renewals and client satisfaction.
• • Assisted in achieving product sales targets, contributing to 20% of total sales.
• • Provided policy information and benefits to potential clients.
• • Handled post-sales support, ensuring client satisfaction.
• • Participated in insurance seminars, promoting the company's product range.

5 Insurance Sales Resume Examples & Guide for 2024

Your insurance sales resume must showcase your ability to build and maintain client relationships. Highlight your proficiency in tailoring insurance policies to fit individual customer needs. Demonstrate your track record of meeting or exceeding sales targets. Be sure to include any relevant certifications, as these will reinforce your expertise in the insurance field.

All resume examples in this guide

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Resume Guide

This insurance sales resume guide will teach you:, how to write a job-winning insurance sales resume, how to write an informative insurance sales resume header, how to choose the right format for your insurance sales resume, how to stand out with your insurance sales resume summary, how should you frame your insurance sales resume experience, does your insurance sales resume need an education section, 24 skills to add to your insurance sales resume, key points to remember for an insurance sales resume.

Say hi to Julie.

She’s recruiting for the Insurance Sales position that opened up at the big insurance company in town.

Working for this company would be a dream.

The commissions are huge. The job security is high.

It’s the fast-paced job you’re made for.

Not to mention, you would get to flex your natural talent for selling.

But how do you impress Julie enough to land a coveted interview spot?

With an outstanding resume.

This guide will teach you how to write a resume that will land you the job you want.

Let’s get started.

• 6+ samples of stand-out insurance sales resumes
• How to list your insurance license information
• How to sell yourself in your resume summary
• 24 meaningful skills that will impress the recruiter

Looking for related resumes?

• Account Manager Resume
• Sales Manager Resume
• Entry Level Sales Resume
• Sales Associate Resume
• Sales Director Resume

Your resume is where first impressions are born.

Hiring managers spend an average of 6 seconds scanning your resume.

What you make of those 6 seconds will be the difference between whether or not they’re interested enough to keep reading.

As an insurance sales agent, you know very well that first impressions are everything. If you can’t hook a prospective customer in right away, you’ve lost the sale.

Resumes are the exact same.

You need to hook in the hiring manager with your incredible insurance sales resume.

That’s how you land an interview.

A successful insurance sales resume will demonstrate:

• A proven track record in sales
• Approachable attitude and excellent soft skills
• Passion for the industry, and the role in particular
• Highlight your sales track record in your summary and work experience section.

Show off your personality and skill-set throughout your resume too.

And most importantly, personalize every section for the job you want.

The most important sections of an insurance sales resume:

• Clear, organized layout
• Resume summary that sells who you are
• Work experience that proves you’re competent
• Well-rounded mix of skills

Your resume header is where recruiters will glance first.

Make this section strong and you’ll be off on the right path.

Let’s say you’re applying for an insurance sales role at your local auto insurance broker.

Your header originally looks like this:

This header may look just fine, but it’s very basic.

It doesn’t give the hiring manager an opportunity to discover more about you.

Let’s show you a new one that reaches its full potential.

This is more like it! It has all of the header upgrades the recruiter wants to see:

• Shows your insurance speciality
• Links to your LinkedIn profile to discover more about you
• Includes more options to contact you - email and phone

Making your resume easily scannable will be the best gift you can give to a hiring manager, getting you on their good side.

Choosing the right resume format can be the difference between landing an interview… or not.

The reverse chronological resume format is best suited for insurance sales resumes. They highlight your work experience the most, which is the biggest factor hiring managers will think about.

To make your resume even easier to read, cover these three bases:

• Use bullet points to organize information
• Split your resume into clear sections with headings
• Use an appropriate font

What if this 2000-word guide you’re reading was one huge paragraph with no spaces to separate?

You would probably feel super frustrated trying to read it.

The recruiter reading your resume will feel the same way too if you don’t use short paragraphs.

• 1-2 sentence paragraphs is the golden rule.
• Use a common font, like Arial, and make the text large enough to be mobile-friendly (11pt or higher).
• Save your resume as a PDF . It’s the safest file type.

Your resume summary is just like a sales pitch.

Just like you would sell home insurance to a customer by building their trust and making them believe in the comfort of their secure home.

You use those same skills to write an outstanding insurance sales resume summary.

Your summary will also build trust with the recruiter by highlighting your past accomplishments .

It will also make them believe in your commitment and passion for the role through personalizing your summary.

Let’s take a look at two examples.

2 Insurance Sales Resume Examples - Summary

Here’s a sample of the average insurance sales resume summary:

This summary misses the mark on those two things we just covered:

• It doesn’t highlight any sales accomplishments
• It isn’t personalized to the role you’re applying for

If this summary was a comprehensive home insurance policy, you would not be landing the sale.

Let’s take a look at the new and improved version.

This summary has it all. It begins by mentioning your specialty in insurance (home) and then goes on to talk about how many years of experience you have (5).

" Resume for 10 Years of Experience "

The middle really shines when talking about real-life impressive sales stats, and then mentioning specific keywords like “prospecting” and “following up”.

The summary is topped off with a conclusion that shows your genuine interest in the specific job role. A personalized resume will always stand out from a generic one.

“Sales is ultimately about results. Quantitative information about your performance track record is more powerful than use of adverbs and adjectives.”

– James Meincke, Director of Marketing @ CloserIQ, Previously Recruiter @ Manpower Group

What quantitative data should you include on an insurance sales resume?

The best way to build trust in your resume is by adding real stats from your career achievements.

It shows the hiring manager that you can replicate those results for their own company.

Stuck for ideas on what stats to add in?

Begin by asking yourself these questions:

• How many new accounts did you sign?
• How much revenue did you pull in?
• Did you increase referral business? By how much?
• What was your customer satisfaction rating?
• Did you exceed your sales quotas? By how much?
• How did you rank in your organization? Were you a top performer?
• Did you decrease the sales cycle? By how much?

You can squeeze in quantitative data throughout your summary and work experience sections.

Speaking of, let’s talk about your work experience section now.

The work experience section of your insurance sales resume is the most important.

When hiring for an open position, your future boss cares the most about one thing:

Return on investment.

They want to be confident that you’ll make more money in sales than the money they’re paying to employ you.

The only way to give them this confidence is by highlighting your former achievements.

Here are the questions the recruiter will be asking themselves while scanning your work experience section:

• Have you won sales awards?
• Did you exceed your sales quotas on a regular basis?
• Do you have a strong relationship with your clients?
• Have you generated significant revenue from insurance policies?

“When including information about your track record, make sure that you’re not in violation of a confidentiality agreement you signed with a previous employer. It is acceptable, however, to include information that is available to the general public, such as data from a company’s website or annual report.”

Let’s take a look at two experience samples from insurance sales resumes.

2 insurance sales resume experience samples

• • Managed a team of agents ensuring top performance
• • Looked after client accounts
• • Ensured compliance

This work experience blurb isn’t strong enough yet. It only lists the responsibilities in the role, and not the impact made.

Let’s try it again.

• • Generated an average of $500,000 in revenue yearly, outperforming sales quotas by over 30% every quarter.
• • Managed a sales staff of 15 people, setting sales quotas and supporting their achievement.
• • Boosted referral business by 40% in my time by prioritizing the follow-up process and offering incentives

Now that is an experience section that inspires confidence that you’ll do a great job.

While experience and skills will be the star of your resume, you still need to include an education section .

You don’t need a Bachelor’s degree to land a job in insurance sales, but it can be helpful. List your school name, what degree/diploma you received and what years you attended. If you attended college or finished off at high school, include those names too!

This is also the time for you to list your insurance license information. Every state, province and country has different rules about licensing, but most do require it. List the name of your license, where you received it and when.

Your skills are the driving force of your success in insurance sales.

This is why adding a skills section to your resume is a good idea.

If the recruiter isn’t convinced that you have the soft skills and personality to excel, then they won’t proceed with your application.

You must be an excellent communicator, have good people skills, and be self-motivated.

Having computer skills, like using Microsoft Office, or managing a CRM software is beneficial as well.

Highlighting both your soft skills and technical skills will show the hiring manager that you’re a well-rounded candidate.

24 skills to include on an insurance sales resume

• Home insurance
• Auto insurance
• Life insurance
• Health insurance
• Business insurance
• Travel insurance
• CRMs (Hubspot, Salesforce)
• Closing sales
• Cold-calling
• Attention to detail
• Decision making
• Client management
• Relationship building
• Quick learner
• Presentation skills
• Collaboration
• Microsoft Office
• Prospecting
• Customer service

Read over the job description and use the same keywords they use when picking what skills to list. You’ll make a great impression with your personalized resume.

• Use your past sales figures to highlight your career achievements
• Be cautious about not breaking any confidentiality agreements when revealing revenue figures
• Personalize your insurance sales resume for the job in as many instances as you can
• List your insurance license information clearly in your Education section

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Insurance Sales Agent Resume Examples: Proven To Get You Hired In 2024

Jump to a template:

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• Insurance Underwriter
• Insurance Broker
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• Insurance Sales Agent Resume Tips

Insurance Sales Agent Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., insurance sales agent resume sample.

An insurance sales agent’s job is to contact potential insurance customers and convince them to buy an insurance policy that suits their needs and budget. You may be meeting clients physically to discuss options, or virtually. This position includes a level of research as you source potential clients as well as admin tasks as you onboard new clients and get them registered with their policies. To do this job you should be outgoing and have strong intrapersonal and negotiation skills. In addition, you need to be persistent and resilient in the face of rejection. Recruiters will be looking to see your previous experience to get an idea of your level of success, so ensure your experience section highlights any and all success you have had in your career thus far. Here is an example of a successful insurance sales agent resume.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your insurance sales agent resume in 2024,    indicate your specialization within insurance (e.g. life, health, or others)..

There are many types of insurance including life insurance, health insurance, travel insurance, motor insurance, etc. Each type of insurance has its specifications and requires a different approach to sales. If you are particularly skilled in one type of insurance, be sure to highlight that in your introduction section.

   Use your network to meet people in the insurance industry.

The saying 'your network is your net worth' is particularly true in this profession. The more groups of people you have access to, the more potential clients you can reach. If you have access to a particularly relevant group of people, find a way to include that in your resume.

Insurance Underwriter Resume Sample

Insurance broker resume sample, insurance sales consultant resume sample.

As a hiring manager who has recruited insurance sales agents at companies like State Farm, Allstate, and Nationwide, I've seen countless resumes come across my desk. The best resumes are tailored to the specific role and highlight the skills and experience that are most relevant to the job. Here are some tips to help you create a resume that will stand out to hiring managers in the insurance industry.

   Highlight your sales experience and results

Hiring managers want to see that you have a proven track record of success in sales. Be sure to highlight your sales experience and include specific examples of your achievements.

• Consistently exceeded sales targets by 20% or more each quarter
• Ranked in the top 10% of sales agents nationwide for customer satisfaction
• Generated $500,000 in new business revenue in the first year

Avoid using vague or generic statements that don't provide any real insight into your abilities.

• Responsible for selling insurance policies
• Met sales goals

   Emphasize your knowledge of insurance products

As an insurance sales agent, it's important to have a deep understanding of the products you're selling. Make sure your resume showcases your knowledge of different types of insurance policies and how they can benefit customers.

• Extensive knowledge of property and casualty insurance, including homeowners, auto, and commercial policies
• Certified in life and health insurance products, with a focus on term life and long-term care policies
• Expert in explaining complex insurance concepts to customers in easy-to-understand terms

Don't just list the types of insurance you've sold without providing any context or details.

• Sold auto insurance
• Familiar with life insurance

   Showcase your customer service skills

Insurance sales is all about building relationships with customers and providing excellent service. Your resume should highlight your customer service skills and how you've gone above and beyond for your clients.

• Maintained a customer retention rate of 95% through proactive communication and personalized service
• Received multiple customer service awards for going the extra mile to help clients navigate the claims process
• Developed a loyal customer base through regular check-ins and policy reviews to ensure clients had the right coverage

Avoid using generic phrases that don't provide any specific examples of your customer service abilities.

• Good customer service skills
• Helped customers with their insurance needs

   Include relevant certifications and training

Many insurance companies require their sales agents to hold specific certifications or complete certain training programs. Be sure to include any relevant certifications or training you've completed on your resume.

• Certified Insurance Counselor (CIC) designation
• Completed ACORD Forms Training Program
• Licensed in property and casualty insurance in multiple states

Don't list certifications or training that aren't relevant to the insurance industry or the specific role you're applying for.

• CPR certification
• Completed online course in social media marketing

   Tailor your resume to the specific job

Every insurance company is different, so it's important to tailor your resume to the specific job you're applying for. Take the time to research the company and the role, and highlight the skills and experience that are most relevant.

Experienced insurance sales agent with a proven track record of success in the property and casualty market. Skilled at building relationships with clients and providing personalized service to help them find the right coverage for their needs. Seeking a challenging role with a growing company that values innovation and customer satisfaction.

Avoid using a generic resume summary that could apply to any insurance sales job.

Insurance sales professional looking for a new opportunity. Experienced in selling a variety of insurance products and providing excellent customer service.

   Use metrics to quantify your impact

Whenever possible, use metrics to quantify your achievements and show the impact you've had in previous roles. This helps hiring managers understand the value you can bring to their organization.

• Increased sales revenue by 25% year-over-year through targeted marketing campaigns and referral programs
• Consistently ranked in the top 5% of sales agents nationwide for new policy acquisitions
• Reduced customer churn by 15% through proactive outreach and policy reviews

Avoid using vague statements that don't provide any real insight into your impact.

• Improved sales performance
• Helped reduce customer churn

Writing Your Insurance Sales Agent Resume: Section By Section

  summary.

A resume summary for an Insurance Sales Agent is an optional section that can help you stand out to hiring managers. While it's not required, it can be a valuable addition if you're changing careers or have extensive experience in the field. In your summary, focus on highlighting your most relevant skills, experiences, and achievements that align with the Insurance Sales Agent role.

Avoid using an objective statement, as it's outdated and focuses on what you want rather than what you can offer the company. Instead, craft a concise and compelling summary that showcases your unique value proposition. Remember, your summary should complement the rest of your resume, not repeat information already included in other sections.

To learn how to write an effective resume summary for your Insurance Sales Agent resume, or figure out if you need one, please read Insurance Sales Agent Resume Summary Examples , or Insurance Sales Agent Resume Objective Examples .

1. Highlight insurance industry expertise

When writing your Insurance Sales Agent resume summary, emphasize your knowledge and experience in the insurance industry. This can include your familiarity with various insurance products, your understanding of industry regulations, and your ability to navigate complex policies.

Here's an example of a summary that effectively highlights insurance industry expertise:

Licensed Insurance Sales Agent with 5+ years of experience in the property and casualty insurance industry. Skilled in conducting thorough risk assessments, recommending appropriate coverage plans, and building long-lasting client relationships. Proven track record of consistently exceeding sales targets and maintaining a high client retention rate.

Avoid summaries that lack specific details about your insurance background, like this:

• Experienced salesperson looking for a new opportunity in the insurance industry.
• Recent college graduate with a passion for helping others and a desire to learn about insurance.

2. Showcase sales achievements and customer service skills

As an Insurance Sales Agent, your ability to generate sales and provide excellent customer service is crucial. Use your resume summary to highlight your sales achievements and customer service skills.

Quantify your accomplishments whenever possible to provide context and demonstrate your impact. For example:

• Consistently ranked among the top 5% of sales agents nationwide, generating over $500,000 in annual revenue.
• Maintained a customer satisfaction rating of 98% by providing personalized service and promptly addressing client concerns.

Avoid making vague statements about your sales abilities or customer service skills without providing evidence, such as:

• Strong sales professional with excellent communication skills.
• Dedicated to providing great customer service.

  Experience

Your work experience section is one of the most important parts of your insurance sales agent resume. It's where you show hiring managers how you've applied your skills and knowledge to drive results in previous roles. To write a strong work experience section, focus on your most relevant and impressive achievements, and use specific examples and metrics to back them up.

1. Use strong action verbs to showcase your insurance sales skills

When describing your work experience, use powerful action verbs that highlight your insurance sales skills and accomplishments. This helps paint a vivid picture of your contributions and makes your resume more engaging to read.

Examples of strong action verbs for insurance sales agents:

• Generated $500K in new business revenue by developing targeted marketing campaigns
• Cultivated relationships with 50+ key accounts, resulting in a 20% increase in policy renewals
• Collaborated with underwriting to develop customized coverage solutions for high-net-worth clients

Avoid using weak or passive language that downplays your contributions, like:

• Helped with client renewals
• Worked on marketing campaigns
• Participated in client meetings

2. Quantify your insurance sales achievements with metrics

Numbers are a powerful way to demonstrate your impact and value to potential employers. Whenever possible, include specific metrics and data points that illustrate the scope and results of your work.

Examples of metrics to include in your insurance sales agent work experience:

• Revenue generated (e.g. "Drove $1.2M in new business sales in 2022")
• Clients acquired (e.g. "Built a portfolio of 75+ clients through cold calling and referrals")
• Policies sold (e.g. "Consistently exceeded quota by 20%, selling 150+ policies per quarter")
• Retention/renewal rates (e.g. "Achieved 90% client retention rate through exceptional service")

If you don't have access to exact numbers, use percentages or ranges to estimate your impact.

Increased average policy value by 15-20% by cross-selling additional coverage

3. Showcase your insurance industry knowledge and expertise

Hiring managers want to see that you have a deep understanding of the insurance industry and products. Use your work experience section to highlight your knowledge of specific types of coverage, underwriting guidelines, compliance regulations, and more.

• Developed expertise in commercial property & casualty insurance, serving as a trusted advisor to business clients
• Maintained up-to-date knowledge of state insurance regulations to ensure compliance and mitigate risk
• Collaborated with underwriting team to assess risk and develop customized coverage solutions

Avoid generic statements that could apply to any insurance sales agent:

• Sold insurance policies to clients
• Answered client questions about insurance
• Worked with underwriting department

4. Demonstrate your client service and relationship-building abilities

Insurance sales is all about building trust and rapport with clients. Use your work experience section to showcase your client service skills and how you've nurtured long-term relationships.

• Provided exceptional client service, consistently achieving 95%+ satisfaction ratings
• Built a loyal book of business through proactive outreach, regular check-ins, and personalized solutions
• Collaborated with account management team to onboard and retain key clients

Avoid vague or cliché statements:

Provided great customer service to all clients

Instead, be specific about how you went above and beyond:

Earned 5+ unsolicited client testimonials praising my responsiveness, product knowledge, and attention to detail

  Education

When writing the education section of your insurance sales agent resume, there are a few key things to keep in mind. This section should be concise and highlight your most relevant educational background. Here are some tips to help you craft a strong education section:

1. List your highest degree first

Start with your most recent or highest level of education. This is typically a bachelor's degree, but it could also be a master's degree or even a high school diploma if that's your highest level of education.

Here's an example of how to list your education:

Bachelor of Science in Business Administration University of XYZ, City, State Graduation Date: May 2020

If you have multiple degrees, list them in reverse chronological order.

2. Include relevant coursework

If you're a recent graduate or have taken courses that are particularly relevant to a career in insurance sales, consider listing them under your degree. This can help showcase your knowledge and skills to potential employers.

Here's an example of how to list relevant coursework:

Bachelor of Science in Business Administration University of XYZ, City, State Graduation Date: May 2020 Relevant Coursework: Risk Management, Sales Strategies, Business Communication

3. Add industry certifications

In the insurance industry, certifications can be just as important as formal education. If you have any relevant certifications, be sure to include them in your education section.

Here's an example of how to list a certification:

Chartered Property Casualty Underwriter (CPCU) The Institutes, Malvern, PA Completed: September 2022

If you have multiple certifications, list them in a separate section labeled "Certifications" or "Professional Development."

4. Keep it brief for senior roles

If you're a seasoned insurance sales professional, your education section should be brief. Employers are more interested in your work experience and achievements at this stage in your career.

Here's an example of what not to include:

• Bachelor of Science in Marketing, ABC University, Graduated 1995
• Relevant Coursework: Principles of Marketing, Business Writing, Statistics

Instead, keep it simple:

• B.S. Marketing, ABC University

  Skills

The skills section of your resume is where you showcase your abilities that are most relevant to the insurance sales agent role you're applying for. It's a critical section that can make or break your chances of getting an interview, so it's important to get it right. Here are some tips to help you craft a compelling skills section that will catch the attention of hiring managers.

1. Tailor your skills to the job description

When writing your skills section, it's crucial to align your skills with the requirements listed in the job description. Many companies use Applicant Tracking Systems (ATS) to screen resumes based on keywords, so failing to include relevant skills could cause your resume to be overlooked.

Review the job posting carefully and identify the key skills and qualifications the employer is looking for. Then, incorporate those skills into your resume, using the same language and terminology where possible.

Insurance policy knowledge Sales forecasting Customer relationship management (CRM) software Negotiation Upselling techniques

2. Categorize your skills

Grouping your skills into categories can make your skills section more organized and easier to read. Consider creating categories such as:

• Industry Knowledge : Insurance products, underwriting, risk assessment
• Sales Skills : Cold calling, lead generation, closing techniques
• Technical Skills : CRM software, quoting tools, data analysis

By categorizing your skills, you demonstrate to hiring managers that you have a well-rounded skill set that aligns with the requirements of an insurance sales agent role.

3. Use proficiency levels strategically

While it's not always necessary to include proficiency levels for your skills, doing so can help emphasize your strongest areas of expertise. However, be honest and realistic in your assessments to avoid overselling your abilities.

Insurance policy knowledge (Expert) Sales forecasting (Advanced) Customer relationship management (CRM) software (Proficient) Negotiation (Expert) Upselling techniques (Advanced)

By strategically using proficiency levels, you draw attention to your most valuable skills while still showcasing a range of relevant abilities.

Skills For Insurance Sales Agent Resumes

Here are examples of popular skills from Insurance Sales Agent job descriptions that you can include on your resume.

• Property & Casualty Insurance
• Customer Service
• Casualty Insurance
• Homeowners Insurance
• Whole Life Insurance
• Term Life Insurance
• Retirement Planning
• Health Insurance
• Commercial Insurance

Skills Word Cloud For Insurance Sales Agent Resumes

This word cloud highlights the important keywords that appear on Insurance Sales Agent job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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•  Get rid of hidden red flags the hiring managers and resume screeners look for.

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Insurance Sales Agent Resumes

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Sample resume for an insurance sales professional

If you're going for a position selling insurance, you first need to sell yourself on your resume. check out this sample to learn how..

If you’re seeking out insurance sales jobs, you first need to sell yourself on your resume by showing employers that what you bring to the table is exactly what they're looking for. For inspiration, view the sample resume for an insurance sales professional below, and download the insurance sales professional resume template in Word.

Jobs for insurance sales reps are projected to grow by 10% (or 49,800 jobs) from 2016 through 2026, which is faster than average, according to the Bureau of Labor Statistics (BLS). You'll find the highest level of employment for this job in the following states: California , Florida , Texas , New York , and Ohio ; and in the following metropolitan areas: New York City , Los Angeles , Dallas , Chicago , and Atlanta .

As an insurance sales rep, you can expect to earn a median wage of $49,710 per year, or $23.90 per hour, according to the BLS.

Additionally, you can search for insurance sales jobs on Monster. Many major insurance companies, such as State Farm (a top home and auto insurer in the US), recruit for their agency force year-round and are always on the lookout for new talent.

Regardless of whether you’re an established agent or an aspiring one, you’ll need a resume that speaks to insurance companies’ needs. Follow the advice from State Farm agency recruiters to create a resume that will generate interviews. “Not having insurance industry experience isn’t really a big factor,” says Rickey Broussard, a central recruiting zone recruiter specializing in hard-to-fill positions. He explains that many State Farm insurance agent recruits are from other industries. “We look for candidates who are coachable and willing to learn,” he says.

Integrity and sales ability are more important than a background in insurance, says Mark Welker, State Farm veteran and agency recruiter since 2000. “Attitude and enthusiasm are key,” he says. “We would rather hire someone with the right competencies and attitude versus someone with industry experience but who shows signs of burnout.”

Quantify sales results

Think numbers when it comes to your resume , whether that’s dollar amounts, percentages, sales rankings or some other figure. If you have sales experience, make sure you:

• Include revenue you generated: If you helped propel your territory or company to record-high earnings, be sure to showcase that as well.
• Highlight a track record of meeting quotas: If you exceeded your quota, use a percentage to show how far above target you were. For example, “Routinely exceeded sales quotas, outperforming targets by as much as 165 percent throughout four-year tenure with ABC Company.” Also, be sure to include sales awards you’ve earned.
• Include the number of new accounts you signed: You could also include the percentage increase in sales you delivered from your existing customer base.
• Use numbers to give context to your sales ranking: For example, “Quickly became a standout producer, with top 15 percent ranking among a 380-member sales force.”

If you lack sales experience, it’s even more critical to demonstrate your bottom-line contributions. You may need to think a bit more creatively to show this, but it can be done. Describe individual or team efforts that elevated sales/profits and use numbers to quantify these achievements.

In addition, an insurance agent’s resume should include his volunteer work . “We look closely at community service and leadership,” says Broussard. “In reviewing resumes, we ask, ‘Which organizations are this candidate involved with? Who is establishing themselves as a leader in the community?’”

An insurance agent candidate who understands that the resume is a marketing document will be more successful than one who simply views it as a career chronology. “If you can’t sell yourself on paper, how can you sell the State Farm product?” Broussard asks. “Take a page or two, tell me who you are, where you’ve been, how you got to where you are now and where you’re going,” he says.

Insurance Sales Professional Resume Sample

Carla Foster Sometown, IL 55555 | Phone: 555-555-5555 | [email protected] | LinkedIn URL

Insurance Sales Professional

Entrepreneurial DEF Insurance agent with a history of surpassing customer and employer expectations. Leverage consultative-sales strengths to nurture relationships and close deals. Comprehensive knowledge of financial and insurance products, services and best practices.

Specialties:

• Personal and commercial insurance: auto, home, business, health, life
• Retirement plans: IRA (Traditional and Roth), 401(k), Solo 401(k), 403(b)
• Education plans: 529 plans, Coverdell Education Savings Accounts
• Long-term-care and estate planning

ABC AGENCY / DEF INsurancE | Sometown, IL

Insurance and Financial Services Agent, 3/2013 to Present | Agency Intern, 9/2012 to 3/2013

Manage all phases of the sales cycle — from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals.

• Drove a 15% revenue increase in FY2016, outperforming “high-reach” sales targets every quarter.
• Increased referral business by 27% in 2016. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
• Earned awards for excellent sales performance, including Legion of Honor and Bronze Star awards.
• Met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
• Provided sound financial, insurance and wealth-management services to protect and grow client assets.

ABC RETAIL COMPANY | Sometown, IL

Sales Representative, 10/2010 to 6/2012

Served as a department store sales rep while attending college. Excelled within service-oriented industry.

Education & Training

ABC UNiVERSITY | Sometown, IL Bachelor of Science, Major: Business Management | Minor: Marketing Designations: FINRA Series 6 and 63; FINRA Broker/Agent; Life and Health; Illinois Long-Term Care (LTC) and Property & Casualty (P&C) licenses; Financial Services Certified Professional (FSCP) Recent Training: Long-term care, estate planning and retirement Member: National Association of Insurance & Financial Advisors

“…Carla has that rare combination of drive, industry knowledge and interpersonal skills. She is a rising star at our company…” — Jordan Yu, Supervisor “…Carla was incredibly helpful when my husband and I switched our insurance provider to DEF Insurance. I know we made the best choice!” — Mary Hart, Client

Free resume insurance

Unfortunately, Monster can't actually insure your resume, but we can show you how to make it as strong as possible. Care to take advantage of that? Get a free resume evaluation today from the experts at Monster's Resume Writing Service . You'll get detailed feedback in two business days, including a review of your resume's appearance and content, and a prediction of a recruiter's first impression. Let Monster's experts help you avoid any missteps and help you put your most professional foot forward.

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Commercial Insurance Specialist Resume Samples

A Commercial Insurance Specialist is responsible for identifying sales opportunities for insurance plans and overseeing a portfolio of clients. Common work activities are listed on the Commercial Insurance Specialist Resume as – identifying risk management strategies , handling policy renewals , tracking claims, calculating dividends and creating payment methods; distributing policy proceeds after claims, recommending plans for personal risk profiles, presenting a detailed report on the progress of initiatives to management, completing administrative tasks, and tracking insurance claims to ensure client and company satisfaction.

Employers look for resumes denoting the following skills – highly analytical and professional, talented and sales-minded approach, knowledge of the insurance industry, persuasive skills, the ability to sell insurance plans, and strong communication skills. A degree is commonplace among job applicants.

• Resume Samples
• Commercial Insurance Specialist

Commercial Insurance Specialist Resume

Objective : Seeking a Commercial Insurance Specialist position in the Sales or Marketing division of an innovative; growth oriented company. A job that enables a self-starter to work relentlessly towards the team's and company's overall goals. A profession that requires creative and innovative solutions to complex challenges each and every day.

Skills : B2B Sales, Graphic Design, Inbound Marketing, Account Management.

Description :

• Developed and sell commercial insurance packages to privately-owned businesses in the Northeast Ohio footprint.
• Established rapport and instil trust with new accounts and prospects.
• Generated, prioritised and identified quality leads to pursue.
• Achieved and exceeded new business quota.
• Created drip marketing campaigns to stay visible and viable to prospects.
• Analysed client's incumbent policy for coverage gaps and errors.
• Nurtured vendor and carrier relationships to receive the best possible pricing and service on policy packages.

Summary : Over 25 years of experience, expertise in visioning, strategic planning, volunteer development, stakeholder partnership building, and track record of management of fundraising, managing larger staff and volunteer teams, budget management, organising events. As a nonprofit leadership position focused on program, strategy, and revenue development.

Skills : Event Planning, Marketing, Sales, Office Management, Training, Team Building, Business Development, Customer Service, Human Resources.

• Managed PBX Board, Team member to manage problem solutions, and resolutions.
• Scheduled meetings, coordinated group meetings and events.
• Worked directly under CFO and VP projects manager.
• Trained for insurance claims underwriting.
• Oversaw commercial general liability and property lines of business.
• Prepared initial quote proposals and renewal packets Created surety bonds.
• Reviewed Insurance renewals for multi-million dollar commercial properties to ensure.

Objective : Devoted revenue cycle manager with over ten years experience in multiple specialities within the medical field. Hands on experience in both facility and professional billing tasks, .Serve as a subject matter expert in assisting and providing direction to internal departments with the implementation of approved health insurance contracts, policies, and related documents.

Skills : CPT & ICD-9; Microsoft; Care tracker; HMX; Revenue Management; EMR; EHR; Electronic Claims Processing & Set Up; 835 Implementation.

• Assisted in transitioning 40 skilled nursing facilities to centralised billing at corporate office in Salt Lake.
• Led project to efficiently transition all facilities to full EFT/ERA; thus decreasing payment lapse by almost 50% -Decreased outstanding DSO by 30% overall in first quarter.
• Administered and directed facilities as to proper claims and authorisation process.
• Prepared proposals, action plans and schedules to identify specific prospects and follow up on new leads and referrals resulting from field activity.
• Maintained a variety of status reports, including activity, closings, follow-up and adherence to goals.
• Developed new product / service offerings with competitive pricing points and market penetration.
• Identified new markets, channels and competitors.

Summary : Seeking a Commercial Insurance Specialist position with an established firm where I can utilize my extensive experience and interpersonal skills to foster new business relationships,Develop a working relationship with state regulators to aid in filing and objection processes. .

Skills : Property & Casualty Underwriting, Property & Casualty Sales.

• Managed insurance claims and compliance.
• Contributed to overall financial management by obtaining and analysing data on business performance, staff levels, operating costs, internal controls, etc., to identify areas where improvements can be made to the companys operations.
• Developed a strategy to improve profitability through improved risk assessment of potential claims, reduced operational costs through improved operational efficiency, and reducing losses through improved underwriting standards.
• Created competitive pricing points for products targeted at those markets.
• Ensured that all marketing materials reflect the companys positioning and brand identity.
• Identified all existing (and potential) customers with specific insurance needs.
• Developed strategies to address these needs.

Summary : Commercial Insurance Specialist with 8+ years of experience in Leading cross functional team meetings throughout the filing process to ensure regulatory inquires meet state required timelines, Facilitating the form and binder filing process for objections received from state regulators with internal departments, write and submit responses within required timelines, Collaborating with internal departments to ensure benchmark requirements are met, collect and submit templates and supporting documentation required for QHP binder filings.

Skills : Payroll Management, End Of Month Process, Banking, HR, Contract Negotiation.

• Drove the companys growth by establishing new markets or expanding existing ones with strategic planning for future growth.
• Ensured that all services offered meet customer needs in a timely manner.
• Managed the commercial insurance product lines including underwriting, claims processing, and customer service.
• Coordinated with other departments to ensure compliance with regulatory requirements.
• Analysed risk in the commercial insurance product lines.
• Provided accurate information to clients.
• Provided customer service to customers and policyholders.

Summary : Commercial Insurance Specialist is responsible for Coordinating, as the subject matter expert, and facilitate internal review of new and revised health insurance documents to ensure compliance with current state and federal laws and regulations, Preparing state and federally compliant forms, submit health insurance contracts, policies, and related documents to respective state and/or federal regulators, Coordinating, prepare and file client specific documents as required by the state.

Skills : Workers Compensation; Commercial Insurance; Medicaid; Medicare; Networking; New Business Development; Recruiting; Relationship Management.

• Developed marketing plans for new products or services.
• Developed business intelligence to improve risk management.
• Achieved a high level of customer satisfaction with an annual sales target, and meeting this target on time, every month.
• Managed change and rapid customer needs.
• Interpreted data from multiple sources, including financial, statistical and other industry research tools.
• Developed relationships with decision makers within the field (e.g., senior management).
• Established commercial insurance programs to meet regulatory requirements.

Summary : To obtain a Commercial Insurance Specialist, responsible for Analyzing and recommending insurance products to clients based on client needs and risk profile, Providing technical support to commercial insurers, including reviewing pricing, quoting, documentation, and claims handling, Providing information on product performance to clients and assist in product development.

Skills : Developing, Interpersonal Skills, Banking, Communication.

• Developed pricing strategies and pricing models in consultation with Commercial Banking team.
• Reviewed claims and managing the claims process.
• Developed an understanding of the risks associated with commercial insurance products and services offered by the company.
• Developed a commercial risk assessment methodology used to assess risk exposure for new product launches, acquisitions, mergers and partnerships, joint ventures and other business activities (including those involving a sister company).
• Worked closely with Commercial Banking team to develop appropriate coverage for client accounts.
• Worked with the Human Resources team to identify potential candidates for employment within the company.
• Analysed data from key metrics to determine the potential impact that a potential buyout or takeover is likely to have on overall performance in the company.

Summary : Commercial Insurance Specialist with 10 years of experience in reviewing and analyzing preapplications, applications and all supporting documents to determine loan or grant eligibility and inputs data into appropriate automated database system, Analyzing financial and credit data documents to make sound eligibility, feasibility, and credit-worthiness determinations and takes appropriate action for orderly processing of the loan and/or grant.

Skills : Insurance Management, Billing, Market Management.

• Identified trends in risk profiles and make recommendations for mitigation strategies.
• Maintained a black (non-negotiable) list of clients that are under competitive pressure; this list is used to provide competitive intelligence.
• Defined data needs and create appropriate solutions based on financial and operational requirements.
• Generated reports that support corporate objectives.
• Provided insight into trends in industry performance.
• Developed reports that demonstrate financial performance against goals set by management.
• Performed market research to understand new product offerings and market dynamics.

Summary : Obtain a Commercial Insurance Specialist, responsible for Reviewing file for completeness and compliance with all prescribed regulations and practices before loan closing; preparing draft loan closing documents for review as appropriate; reviews documents with the applicant at the time of loan approval.

Skills : Insurance Management, Budget Assistant, Planning.

• Reviewed new commercial/personal lines insurance applications as distributed by processor for completeness.
• Identified and proactively contacted responsible agent to obtain any missing information and/or receive clarification on any information needed to quote the account.
• Generated quotes online with appropriate companies; or submit to appropriate carriers depending on the carriers processes.
• Forwarded quotes as received to member agency for review.
• Reviewed binding applications for appropriate information and forms.
• Issued policies through insurance carriers website upon receipt of all required documents from the agent and verification that all items are complete.
• Actively engaged and mentored new agents with respect to the completion of applications, insurance products available in the marketplace and insurance companies that are able to provide said insurance products.

Summary : As a Commercial Insurance Specialist, responsible for Analyzing annual financial statements and reports on closed loans, Conducting security reviews on rural utility, community facility, and business projects, Reviewing financial records to recommend loans for graduation and/or refinancing.

Skills : Planning, Analyzing, Reviewing.

• Met and/or exceeded all assigned submission and premium goals on an annual basis.
• Met and exceeded all required time standards on a weekly, monthly and yearly basis.
• Successfully engaged in multiple initiatives simultaneously.
• Worked collaboratively with others (internally and externally) to achieve common objects, goals and results.
• Follows up on endorsements not received from carriers, checks endorsements for accuracy.
• May assisted with re marketing of renewals.
• Ordered renewal policies, as needed. Handles endorsements including entering on company websites.

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How to Write an Effective Insurance Sales Resume: Examples and Tips

Home » How to Write an Effective Insurance Sales Resume: Examples and Tips

• October 20, 2023
• 17 min Read
• By: Shelden Smollan
• Reviewed by: Shawn Redford

Learn How to Create a Resume That Showcases Your Skills and Achievements as an Insurance Sales Professional

If you want to work as an insurance agent, you need a good resume. A resume is a paper that tells employers about you and your work. It shows them what you can do as an insurance agent. It should have your skills, your work history, and your achievements that are related to selling insurance. It is a way to show them that you can help people with their insurance needs, make good plans for them, and keep them happy.

Write an Insurance Resume for the Position of Insurance Sales Representative

A distinctive resume may help you stand out from the competition in a competitive business area like insurance by showcasing your unique credentials and proving that you are knowledgeable about the sector. For people looking to get a job as an insurance agent, it is essential to spend time and effort crafting a captivating, customized insurance sales representative resume.

Insurance sales representatives are responsible for selling insurance plans to clients. Examples of the responsibilities of an Insurance Sales Representative include identifying prospective clients, working with existing clients and insurance claims, and recommending specialized services. Hiring managers look for resumes that showcase assets, including insurance policy knowledge, life and health insurance licenses, sales skills, life insurance product knowledge, people skills, computer programming, and risk management experience.

In This Article

Understanding the insurance industry, life insurance.

• Key Elements of an Effective Resume for Insurance Sales Agents
• Insurance Sales Representative Resume Format

Insurance Sales Job Description

Common insurance resume mistakes to avoid, resume examples for an insurance agent, tips for crafting an effective insurance agent resume.

The insurance industry is a vast and dynamic sector that plays a crucial role in the global economy and new business development. It provides a safety net for individuals, businesses, and organizations against various risks, ranging from property damage to health emergencies. Understanding these different areas is vital for prospective insurance agents when crafting their resumes, as it allows them to tailor their skills, experiences, and qualifications to the specific needs of the insurance sector.

Learn More About Insurance:

Becoming an Insurance Agent: Independent vs. Captive and Licensing Process

How to Obtain a Life and Health Insurance License: Requirements and Process

Life insurance agents specialize in policies that provide financial security for policyholders’ dependents in the event of their death. These professionals need a deep understanding of long-term financial planning, risk assessment, financial and insurance products, and customer relationship management. When writing a resume for a life and health insurance sales representative position, it is important to highlight these skills along with any certifications or special training in life and health insurance.

Key Elements of an Effective Resume for Insurance Sales Agents 

Crafting a compelling resume is a critical step in securing a job in the insurance field. It is your first opportunity to make an impression on hiring managers and potential employers, so it is important that it effectively showcases your skills, experiences, knowledge of insurance and financial products, and qualifications. Below are some key elements to consider when creating your insurance sales representative resume.

Insurance Sales Representative Resume Format 

The format of your insurance sales representative resume should be clear, organized, and easy to read. Typically, a summary or objective statement comes first on resumes, then contact information. Next comes a detailed account of your work experience, then your education, and finally, any additional skills or certifications. The reverse-chronological format, which lists your most recent experiences first, is generally preferred as it highlights your current skills and experiences.

Header Area of the Resume

A header in an insurance sales representative resume plays a crucial role as it offers the first impression to potential employers. It typically includes your full name, contact information, including phone number and email address, and often your current job title or career objective. This vital section helps recruiters quickly identify who you are and how to reach you.

Moreover, if done right, it can also portray a sense of professionalism and show that you understand the nuances of the position you’re applying for. A well-structured header can be the difference between your resume standing out or getting lost in the pile. Therefore, it’s essential to ensure this section is accurate, up-to-date, and easy to read.

John Doe Licensed Insurance Agent | Customer Service Expert | Sales Professional 123 Main Street, Anytown, State 12345 Phone: (123) 456-7890 Email: [email protected] LinkedIn: linkedin.com/in/johndoe  

Jane Smith Certified Insurance Agent | Risk Management Specialist | Detail-Oriented  456 Elm Street, City, State 67890 Phone: (987) 654-3210 Email: [email protected] LinkedIn: linkedin.com/in/janesmith

Summary Statement Section of the Resume

A summary statement gives a brief overview of your professional background, your core skills, and what you bring to the table. It should be concise and tailored to the specific insurance role you are applying for. For example, if you are applying for a life and health insurance position, you might highlight your experience in long-term financial planning and risk assessment.

Effective insurance agent with five-plus years of experience, proficient at selling and qualifying leads. I am interested in increasing customer retention with Assurant Mutual. The country-consolidated upsales rate is 17% above the departmental average despite changes. 85% success in cold outbound inquiries for the sale. 

Results-oriented leader with vast experience in consulting and new businesses. A well-respected sales professional who consistently exceeds aggressive sales goals. An accredited leader capable of preparing, guiding, and motivating highly successful teams to exceptional performances. Effective communicator who is able to create strong relationships between people. Performed administrative tasks. Skills: Word, Excel, Outlook, Lotus Notes, E-mail. Description: Experience: 10 years. Have a management training school diploma.

Creating A Winning Insurance Agent Bio: Tips And Examples

Work Experience Section of the Resume

In this section, detail your relevant work experiences and professional growth, starting with the most recent. Be sure to include your job title, the name and location of the company, and the dates of employment. Under each position, list your responsibilities and achievements, using action verbs and quantifiable results whenever possible. Whenever possible, use numbers to contextualize your accomplishments for hiring managers reading your application. For instance, you might mention how many clients you managed, the size of the policies you sold, or any targets you exceeded. 

Example of the Work Experience Section

Senior Life Insurance Agent | ABC Insurance Company, New York, NY | June 2020 – Present

• Sold an average of 20 life insurance policies per month, consistently exceeding the company’s target by 25%. 
• Developed and implemented strategic sales plans that expanded the customer base by 40% within a span of two years. 
• Conducted a comprehensive financial needs analysis for clients to identify suitable insurance products, leading to a 35% increase in policy upgrades and renewals. 
• Provided high-quality customer service, resulting in a 90% client retention rate. 
• Led informative seminars and training sessions for new agents, improving team performance by 15%. 
• Liaised effectively with underwriters and claims adjusters to expedite processing and ensure client satisfaction. 
• Recognized as “Agent of the Year” in 2018 and 2021 for outstanding sales performance and dedication to customer service.

Life Insurance Agent | ABC Insurance Company, Boston, MA | January 2019 – December 2022  

As an Insurance Agent at ABC Insurance Company, I was entrusted with the responsibility of selling insurance policies to potential clients, advising them on suitable coverage options, and maintaining client relationships.

Achievements:

• Sales Excellence: Consistently surpassed monthly sales goals by an average of 15%, culminating in a record-breaking sale of policies worth $1 million in Q3 2021.
• Customer Expansion: Orchestrated a client acquisition campaign that brought about a 30% increase in our existing customer base within a year.
• Team Efficiency: Introduced a comprehensive insurance training program, which led to a 25% boost in sales efficiency.
• Recognized Performance: Earned the ‘Insurance Agent of the Year’ award in 2020 for surpassing annual sales targets by 35%.

This experience has honed my skills in driving insurance sales, providing exceptional customer service, and developing effective sales strategies. 

Education Section of the Resume

List your educational background, starting with the highest degree obtained. Include the name of the institution, the degree earned, and the date of graduation. If you are a new graduate, you can also include relevant coursework or projects. If you have taken any courses or earned certifications relevant to the insurance field, be sure to include those as well.

Example 1:  

Bachelor of Business Administration (BBA) University of XYZ, City, State – Graduated May 2017

• Major: Marketing
• Relevant Coursework: Principles of Insurance, Risk Management, Business Law, and Financial Accounting

Certifications

• Licensed Insurance Agent, State of ABC, License #12345 – Issued January 2018
• Certified Insurance Service Representative (CISR) – Completed February 2019

Continuing Education

Completed over 30 hours of continuing education courses in Life & Health Insurance, Property & Casualty Insurance, and Ethical Practices in Insurance – 2018-2021

Bachelor of Science in Finance State University, City, State – Graduated December 2016

• Concentration: Insurance and Risk Management 
• Relevant Coursework: Financial Planning, Business Statistics, Corporate Finance, Insurance Law 

Certifications  

• Licensed Property & Casualty Insurance Agent, State of XYZ, License #67890 – Issued March 2017 
• Certified Professional Insurance Agent (CPIA) – Completed April 2018 

Professional Development

• Attended the annual National Association of Insurance & Financial Advisors (NAIFA) conference for continued learning and industry updates – 2017-2021 

Remember to tailor this section based on the specific requirements of the job you’re applying for. Including relevant coursework and certifications can set you apart from other candidates.

Skills Section of the Resume

This section should highlight your skills that are relevant to the role. The skills part of your resume should include the keywords in the job specification. For insurance agents, these might include sales skills, interpersonal skills, customer service, risk assessment, knowledge of insurance products and laws, and proficiency in industry-specific software. Be sure to match the skills listed in the job profile and provide examples of how you’ve used these skills in your work experience section.

• Proficient in using CRM software (Salesforce and Zoho)
• Excellent interpersonal and communication skills
• Strong sales and negotiation abilities
• Comprehensive knowledge of diverse insurance policies and regulations
• Exceptional customer service and relationship-building skills
• Ability to work under pressure and meet sales goals
• Detail-oriented with strong analytical skills
• Proficiency in Microsoft Office Suite

Example 2:  

• Expertise in risk management and underwriting 
• Proficient in insurance quoting software (QQ Catalyst and Vertafore AMS360) 
• Strong mathematical and problem-solving skills 
• Outstanding presentation and negotiation skills 
• Ability to manage multiple tasks and clients simultaneously 
• Highly organized with excellent time management skills 
• Fluent in English and Spanish, enabling effective communication with a diverse client base 
• Solid understanding of digital marketing strategies for lead generation 

Add Other Sections to Your Insurance Sales Agent Resume

The manager wants nothing more than paper. She needs an employee. Add bonuses to the job description. Include your insurance certification on the resume. Put the bonuses under the Education section. Use resume bonus areas to demonstrate soft skills or insurance agent skills. Volunteering is an important way to show empathy and work as a team.

Tailoring Your Resume

Remember, your resume should be tailored to each specific role you apply for. This means not only matching the skills listed in the job description but also using the same language the employer uses. Research the company to understand its values and culture, and incorporate this understanding into your resume. This not only shows that you’re a good fit for the role but also that you’ve taken the time to understand the job requirements and align your qualifications accordingly.

Proofread and Review

Finally, don’t forget to thoroughly proofread your insurance sales agent resume. A resume free of typos and grammatical errors shows attention to detail, an essential trait for insurance agents. Consider asking a mentor, colleague, or professional resume service to review your insurance sales agent resume for clarity, conciseness, and impact.

When crafting a resume for the role of an insurance sales agent, understanding the typical job duties for this position is crucial. This knowledge allows you to align your skills and experiences with what the hiring manager is seeking. Here’s how you can leverage this:

Primary Tasks and Responsibilities:

• Developing marketing strategies: Highlight any expertise or skill you possess in devising and executing marketing strategies to draw in new clients.
• Reaching out to prospective clients: Showcase your competence in prospecting techniques and your ability to make the first move with potential new clients.
• Understanding customer requirements: Illustrate your capacity to comprehend customer needs and provide suitable insurance solutions.
• Selling insurance products: Accentuate your sales skills and accomplishments, such as consistently meeting sales presentations or surpassing sales targets.
• Managing clients’ evolving insurance needs: Show your capacity to nurture and expand client satisfaction over time, adapting to their changing needs.
• Collaborating with other professionals: If you’ve collaborated with a team or coordinated with other departments (like underwriting or claims), include this to exhibit your teamwork and communication abilities.

Skills and Attributes:

• Oral and written communication: Effective communication is a must for insurance sales agents. Highlight instances where you’ve utilized these skills, like during client presentations or while drafting proposals.
• Building relationships: Establishing a good rapport with clients is vital in insurance sales. Provide examples of how you’ve effectively built and sustained client management.
• Sales expertise: Exhibit your selling abilities by mentioning specific times when you’ve contributed to revenue generation or achieved sales objectives.
• Familiarity with insurance products: Elaborate on your knowledge of various personal and business insurance programs and regulations.

Keep in mind that job postings may emphasize different parts of the role, so customize your resume to match the specific duties and skills emphasized in the job posting you’re responding to. 

A Day In The Life Of An Insurance Agent

When doing a job search in the highly competitive insurance field, your resume is your first chance to impress potential employers. However, common mistakes can hinder your chances of landing that coveted interview. Here are some frequent errors to avoid when crafting your insurance agent resume.

Overly Generic Information

One of the most common mistakes is including overly generic information. While it’s important to highlight your overall skills and experiences, your resume should be tailored to each specific role you apply for. This means focusing on the skills and experiences that are most relevant to the job at hand. Generic resumes may fail to demonstrate how you are a good fit for the role, which could lead to your application being overlooked.

Lack of Quantifiable Achievements

Another common mistake is failing to include quantifiable achievements. Instead of simply listing your duties or responsibilities, try to provide evidence of your successes. For example, if you have consistently met or exceeded sales quotas, include this information along with specific numbers. This not only demonstrates your ability to perform but also gives potential employers a clear picture of what you could bring to their team.

Neglecting Industry Specific Skills and Knowledge

The insurance business requires a unique set of skills and knowledge. Neglecting to highlight these in your resume may leave potential employers questioning your suitability for the role. Be sure to mention any relevant certifications, training courses, or industry-specific skills you possess. This could include knowledge of insurance products, risk assessment abilities, or experience with industry-specific software.

Failing to Proofread

Even minor typos or grammatical errors can have a major impact on your job prospects. They can create an impression of carelessness and a lack of attention to detail that are far from desirable in an insurance agent. Always proofread your resume carefully before sending it off, and consider asking someone else to review it.

Long and Dense Text

Recruiters often have many resumes to review and may not have time to read through long paragraphs of text. Aim for concise, bullet-pointed descriptions of your skills and experiences. This not only makes your resume easier to read but also allows recruiters to quickly identify the key information they’re looking for.

Resume writing is a crucial step in securing a job at an insurance agency. It’s essential to include relevant keywords , highlight your sales and customer support skills, showcase your industry-specific expertise, and tailor your resume to each role. Avoid common pitfalls such as overly generic information, lack of quantifiable achievements, neglecting industry-specific skills, failing to proofread, and long, dense text.

Remember, your resume is your professional story; make sure it reflects your strengths and the value you bring to potential employers. Use the provided resume examples as a starting point, but don’t forget to personalize it according to your experiences and the specific job requirements.

For further improvement, consider seeking help from professional resume writing services or delve into best-practice articles available online about crafting an effective insurance agent resume. Your journey to landing your dream job in the insurance business starts with a professionally crafted resume. Good luck! 

Step-By-Step Guide To Becoming A Licensed Life Insurance Agent

Insurance Sales Agent Resume

If you are looking for a job as an insurance salesperson, you might be wondering how to write an insurance sales representative resume that showcases your skills and experience. Don’t worry, we are here to help you with a sample resume that you can use as a guide. This resume is based on some of the best practices.

Resume Example 1

John Doe 123 Main Street, Anytown, USA 12345 Phone: (123) 456-7890 Email: [email protected]   Objective: Motivated insurance agent with over five years of experience in the industry, seeking to leverage proven sales and customer care skills to grow within ABC Insurance Company. Known for attention to detail, time management, and patience.   Work Experience: Insurance Agent, XYZ Insurance Company, Anytown, USA (2019-Present)

– Successfully managed a portfolio of over 100 clients, consistently exceeding sales targets by 15%. – Developed comprehensive insurance policies tailored to individual client needs. – Maintained strong relationships with clients through excellent customer service, resulting in a 20% increase in referrals. Insurance Sales Associate, DEF Insurance Company, Anytown, USA (2016-2019) – Assisted senior agents in policy development and risk assessment. – Achieved an average customer satisfaction rating of 95%. – Improved office efficiency by implementing a new database management system.   Education:   Bachelor of Business Administration, Major in Finance University of Anytown, USA (2012-2016)   Skills: – Strong communication and interpersonal skills. – Proficient in insurance-specific software and database management. – Comprehensive understanding of life, property, and health insurance products. – Excellent sales and customer service abilities.

Resume Example 2

Jane Smith 456 Elm Street | Anywhere, USA 67890 | (098) 765-4321 | [email protected]

Career Overview: Experienced Insurance Sales Professional with a 6-year track record in the insurance sector. Exceptional history of surpassing sales goals, crafting innovative marketing plans, and fostering enduring relationships with customers. Adept at identifying client requirements and offering customized insurance solutions.

Professional Experience:

Insurance Sales Specialist

ABC Insurance Corporation, Anywhere, USA | July 2021 – Present

• Regularly exceeded sales objectives by an average of 20%, significantly contributing to the firm’s bottom line.
• Designed and executed potent marketing initiatives leading to a 25% growth in the client base.
• Leveraged deep knowledge of diverse insurance products to effectively meet clients’ needs.
• Managed a varied client portfolio, adapting to their changing insurance necessities and ensuring high levels of customer satisfaction.
• Worked seamlessly with underwriting and claims units to improve processes and elevate the client experience.

Insurance Sales Representative

XYZ Insurance Agency, Anywhere, USA | Feb 2016 – June 2021

• Successfully sought out and onboarded new clients, resulting in a 12% increase in agency sales.
• Delivered exceptional customer service, yielding a 97% client retention rate.
• Resolved customer inquiries regarding billing issues, coverage details, and new business queries.
• Conducted informative sessions with clients to clarify policy features and benefits, leading to informed decision-making and higher policy sales.

Key Skills: 

• Superior oral and written communication abilities
• Exceptional relationship-building skills
• Proficient in persuasive selling and cross-selling techniques
• Extensive understanding of insurance products and industry regulations
• Competent in using CRM software and generating reports

Educational Qualifications:

Bachelor’s Degree in Finance

University of Anywhere, USA | 2011 – 2015 

Certifications: Licensed Insurance Sales Professional, State of USA

References: Provided upon request

To ensure that your insurance agent resume stands out from the competition, here are some tips to keep in mind:

• Tailor your resume to the job description and company: Highlight your relevant skills and experience that align with the job requirements.
• Use bullet points to list accomplishments rather than duties: Quantify your achievements with numbers or percentages whenever possible.
• Keep it concise: Your resume should be no more than one or two pages in length, so prioritize the most important information and be selective with what you include.
• Use keywords: Many companies use applicant tracking systems : ( ATS ) to screen resumes, so make sure to incorporate relevant keywords from the job description.
• Proofread for errors: Ask a friend or family member to review your resume, as they may catch mistakes that you overlooked.

FAQ – Frequently Asked Questions About the Insurance Sales Representative Resume

Your resume should be clean, organized, and easy to read. Use bullet points to list your skills and experiences, and make sure to use a professional-looking font. You might want to consider using a resume template to ensure that your resume has a professional appearance.

Some important skills to highlight on an insurance sales agent resume include customer service skills, sales skills, communication skills, analytical skills, and knowledge of insurance products and regulations. If you have experience with specific insurance program software or systems, be sure to include that as well.

It’s generally not necessary to include references on your resume unless the job posting specifically asks for them. Instead, have a separate list of references ready to be provided upon request.

While not always required, a cover letter can be a great way to introduce yourself and explain why you’re interested in the insurance industry. It gives you a chance to go into more detail about your qualifications and experiences, and to show a bit of your personality.

You can describe insurance sales on a resume by focusing on your ability to present and explain insurance policy options based on prospective client needs and personal goals. Include specific examples of how you’ve managed all phases of the sales cycle, from the interview of prospective clients to closing and follow-up support.

You should include your skills in customer service, time management, work ethic, and marketing, as well as your experience with billing, rating issues, coverage questions, and new business issues. Any certifications or licenses you hold should also be listed.

The professional summary of an insurance sales agent could be something like: “Dedicated Insurance Sales Agent with extensive experience in policy customization and client relationship management. Proven track record in developing tailored solutions for clients, resulting in higher policy sales and client satisfaction.”

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Insurance Sales Manager Resume Sample

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Work Experience

• Participate in firm level risk management and maintains confidentiality of all Personal Identifiable Information
• Participates on LPLIA leadership team and interacts with co-leaders at LPLIA and other inter-departmental leaders at LPL
• Actively participate on departmental projects as assigned
• Track monthly activity for the team to be reported to upper level management
• Motivate, coach and develop sales agents to achieve and exceed sales targets through continuous improvement in all aspects of agents’ performance including prospecting and selling skills, product knowledge, time management, and processing their business using the appropriate tools and systems
• Manage all hiring and onboarding needs for Property and Casualty insurance sales agents while fostering a Shared Values working environment
• Lead the process of mentoring, measuring and coaching Agents
• Demonstrates proficiency in networking and outbound lead generation
• Develop annual business plan for assigned market
• Develop annual budget for the assigned market
• Interface with senior leadership to understand critical business objectives and challenges
• An in-depth knowledge of all personal lines insurance sales objectives, philosophies, and requirements/regulations
• Proven track record of successfully exceeding goals and growing a profitable book of business
• Excellent leadership skills with the capacity to work in a team environment
• Property & Casualty and Life & Health license required
• Banking experience, preferably within a consumer banking environment
• Own sales experience in insurance business
• Properly prepare and execute outbound calls & achieve monthly call expectations
• Manage an assigned channel of agents to achieve new business quota each quarter
• Timely update of agency profile information in CRM database, submission of new agency appointments with all required documentation
• Comfort level in interpreting statistical data from company reports
• Effectively manage the sales process and sales forecast in Pega’s sales force automation tool, overseeing successful execution of sales plays consistent with the Pega sales process
• The world’s most innovative organisations as reference-able clients such as Allianz, Deutsche Bank, W&W, AIG, Coca Cola and American Express
• The opportunity to hire and lead a world-class sales team
• Qualify for your choice of health and dental plans within your first month
• Save for your future with robust 401(k) match, Health Savings Accounts and various retirement plans

Professional Skills

• Over 5 years working experience in insurance / banking industry
• Over 5 years working experience in insurance/banking industry
• 8 – 10 years of experience working in the Property and Casualty insurance sales field
• Employee benefits sales experience
• Three (3) years to five (5) years of supervisory experience
• Sales professionals with a proven track record (auto sales, mortgage, etc..)
• Apply your proven sales acumen and client-focus to both achieve your targets and for the development of your team

How to write Insurance Sales Manager Resume

Insurance Sales Manager role is responsible for insurance, leadership, travel, digital, training, securities, automation, health, databases, outlook. To write great resume for insurance sales manager job, your resume must include:

• Your contact information
• Work experience
• Skill listing

Contact Information For Insurance Sales Manager Resume

The section contact information is important in your insurance sales manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

• First and last name
• Telephone number

Work Experience in Your Insurance Sales Manager Resume

The section work experience is an essential part of your insurance sales manager resume. It’s the one thing the recruiter really cares about and pays the most attention to. This section, however, is not just a list of your previous insurance sales manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular insurance sales manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Insurance Sales Manager resume experience can include:

• Employee benefit sales experience
• A competitive salary, dependent on experience
• Thorough understanding of the property and casualty & life/health industries
• University graduate major in Business Management / Marketing
• Entrepreneurial spirit with successful track record of meeting goals
• Over 3 weeks of Paid Time Off accrued during the first year of employment

Education on an Insurance Sales Manager Resume

Make sure to make education a priority on your insurance sales manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your insurance sales manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

• School you graduated from
• Major/ minor
• Year of graduation
• Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Insurance Sales Manager Resume

When listing skills on your insurance sales manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical insurance sales manager skills:

• Solid persuasion and negotiation ability
• Ales experience & technical expertise in commercial insurance
• Provide exceptional functional sales training and support aligned with your visionary thinking to execute on strategy
• Save for your future with robust 401(k) match, Health Spending Accounts and various retirement plans
• Develops individualized proposals for clients and ensures the proper handling of any subsequent claims

List of Typical Skills For an Insurance Sales Manager Resume

Skills for commercial insurance sales manager resume.

• Insurance sales experience with a proven track record in Sales
• Work independently and effectively manage time
• Work with the front line Agents and the Supervisor Team to develop individual coaching plans for each Agent and provide follow up to ensure implementation
• Direct the day-to-day operations and management of a high-performing sales team
• Develops strategic plans, objectives, and goals that support the personal lines business model and affluent client strategy
• Participates in a performance and development work plan with each employee, monitoring the employee’s progress toward goals, and coaching and motivating employees to make needed adjustments

Skills For Major Account Sales Core Insurance District Manager Resume

• Reviews employees’ job performance and, within limits of authority, approves or denies recommendations pertaining to salary increases, promotions, terminations, etc
• Oversee and manage all aspects of active insurance policies that are written by EPS’s in conjunction with CIBC Wood Gundy Investment Advisors and other wealth managers
• Attainment of, or actively pursuing, major insurance designation
• Securities Licensed 6, 63, and 26 is required for some positions
• Establishes and maintains productive client relationships through an aggressive business development program. Performs sales calls and manages account relationships. Acts as an influential resource, demonstrating the agency'’ commitment to adding value for the client
• Develop cross selling techniques and educate associates on procedures

Skills For Inside Account Manager, Insurance Sales Resume

• Develop, implement and update Sales plans and strategies to increase revenue growth
• Manage all staffing needs including hiring, training and reviewing Property and Casualty insurance sales associates while fostering a Shared Values working environment
• Monitor individual performance Sales results, and develop and implement quality assessment tools and metrics
• Develop annual budget for the Sales Department
• Provide strategic direction in Sales for Sales Associates
• Monitor individual performance results, and develop and implement quality assessment tools and metrics

Skills For Regional Insurance Sales Manager Resume

• Comprehensive benefit package including, but not limited to, nearly 4 weeks of Paid Time Off during the first year, 401(k) plan with a company match + defined contribution retirement benefit, Health & Life Insurance, Tuition Reimbursement, and a complimentary AAA Premier Membership
• Comprehensive benefit package including, but not limited to 401k plan with employer match up to 7%, Health & Life Insurance, generous Time Off, Tuition Reimbursement, and a complimentary AAA Premier Membership
• Lead and coach individuals to meet goals and objectives
• Current P&C license or ability to obtain within the first 90 days of employment
• Strategize the annual sales plan and ensure execution on key deliverables
• Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commissions plan. Further incentives include award programs and excellent benefits package
• Communicates regular with manager to provide on-going direction and guidance to staff. Develops annual sales marketing strategy, business plans and income goals for the agency. Integrates employees performance and development work plans into an overall agency plan that promotes teamwork, emphasizes aggressive marketing, meets customers’ needs and achieves profitable growth for the agency

Related to Insurance Sales Manager Resume Samples

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commercial insurance agent resume example

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Resume Overview

School attended.

• California State University, Chico

Job Titles Held:

• Commercial Insurance Agent
• Commercial Account Executive
• Bachelor of Arts

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Insurance Sales Representative Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the insurance sales representative job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Identifying prospective customers using established lead methodologies
• Provides sales support to sales operations, telesales, compliance, enrollment and other areas of the company where requested
• Participate in Network Marketing Programs
• Report sales and marketing activity to office management on a regular basis
• Prepare and present annual marketing plan to office management
• Stay current with licensures, continuing education credits, and professional development
• And all other duties assigned by the manager and/or supervisor
• Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed
• Contacting and qualifying prospective members and explaining features and benefits of life insurance policies offered, suggesting amount and type of coverage based on analysis of prospect's circumstances
• Assisting clients in processing claims
• Developing long-term relationships
• Utilizing a variety of methods in performing research leading to the establishment of high potential prospects for AAA products. These methods include direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc
• Quoting and preparing life insurance policies
• Calculating and quoting premium rates for specific policies
• Making presentations to decision-makers of corporations to establish or maintain an Affinity relationship
• Continuous improvement of processes and structure
• Developing and maintaining business relationships
• Identifying prospective customers using established lead methodologies for new business
• Complete contract documents and supporting paperwork to finalize insurance policies
• Develop and maintain relationships with underwriters in the lines of business we offer to our clients
• Exceeding sales goals for volume of quality new business quoted and written within company guidelines
• Disability Coverage
• Active licensure in good standing with State Department of Insurance (DOI)
• Time management skills with the ability to prioritize and schedule daily activities for the most efficient use of time
• Career opportunities across multiple business lines and states
• 401k Savings Plan
• Employee Discounts
• Health Coverage for Medical, Dental, Vision
• Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas Organizational skills with the ability to handle multiple tasks and/or projects at one time
• Customer service skills with the ability to interact professionally and effectively with providers, third party payers, physicians, and staff from all departments within and outside the Company

7 Insurance Sales Representative resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, inside bilingual commercial insurance sales representative resume examples & samples.

• Develop defined marketing plans (organized approach to homogeneous prospects to which we have identified target markets)
• Develop leads to establish x-dates on prospects in specific marketing plans
• Establish goals and objectives annually for new business commission income
• Gather needed information and develop complete submissions
• Take quotes and other information from Marketing Dept. and prepare proposals
• Make presentations to prospects to obtain orders
• Once we have an order for the business, the Sales Representative will work with the Commercial Account Manager and Customer Service Agent in placing order with company
• When new policies are delivered, Sales Representative will introduce the Account Manager, CSR, and Claims Representative to the customer
• Sales Representative is responsible for all account development and accounts receivable during the first twelve months we have the customer on the books
• Sales Representative is expected to remain "politically" involved with all Customers allowing all service on the account to be handled by the Account Manager/CSR team
• Obtain life, group, and personal lines and select account referrals on new business and renewals for distribution to other departments
• Bachelor's degree or equivalent education and related training/experience
• Comprehensive knowledge of property/casualty marketplace
• Knowledge and involvement of industry groups which Sales Representative is currently targeting
• Outgoing, people oriented personality

Inside Commercial Insurance Sales Representative Resume Examples & Samples

Small business commercial insurance sales representative resume examples & samples, title insurance sales representative resume examples & samples.

• Be responsive to all customer inquiries in a professional and proactive manner
• Networking and building effective internal and external relationships with vendors, Real estate brokers, escrow, lenders and support team members through the delivery of truly remarkable service
• Accurately take instruction and ownership of issues and problems arising from vendors, Real estate brokers, escrow, lenders and support team members and seeing them through to completion
• Must always look for new and creative ways to attract new business opportunities
• Must be able to prioritize daily, weekly and monthly projects according to the needs of the internal and external customers
• Knowledge of document types, property profiles and the title process and ability to effectively explain the contents of each
• The ability to track business and meet monthly sales goals established by executive team leader
• The ability to anticipate and solve problems on an open/closed order and/or a potential new title order
• Must be able to present and speak effectively at office meetings
• Hunter Mentality
• Existing Book of business preferred but not required
• Must be self-motivated
• Must be able to find common ground and solve problems for the good of the team
• Must be able to adhere to appropriate company policies and procedures
• Must be able to identify internal and external customer requirements and expectations
• Must possess excellent follow up skills
• Must display a positive attitude at all times to team members
• Settlement/Closing Experience is a plus
• Basic understanding of the title insurance industry
• Title Insurance sales or other real estate related sales preferred

Insurance Sales Representative Resume Examples & Samples

• Answers inbound calls to sell insurance products to new clients
• Markets insurance products via the telephone to maximize sales of insurance plans by preparing and presenting solutions, negotiating and overcoming objections, and assisting in purchasing appropriate products
• Pre-qualifies applicants to determine eligibility and asks underwriting questions to determine if specified prospective client meets carrier requirements
• Enters all information related to the call for reporting purposes
• Mentors and provides feedback to other team members
• Acts as a subject matter expert for team members and handles escalations as needed
• Works with internal business partners to achieve business unit results
• Makes outbound calls to support campaigns focused on cross selling, selling additional products, as well as closing additional business
• High school diploma required and college degree preferred
• 2-4 years of relevant sales experience required. Customer service and/or sales experience preferred
• Ability to interpret insurance products to clients
• Ability to motivate and influence people towards suggested products/solutions
• Excellent written and verbal communication skills to effectively interact with customers on the telephone
• Basic computer skills and the ability to navigate through multiple systems without assistance
• Appropriate license must be obtained if necessary for the position
• Core competencies include
• Counseling and advising prospects and policyholders on matters of insurance coverage that is tailored to their specific situational need
• Experience in an outside sales environment preferred
• Insurance sales experience preferred
• Strong interpersonal skills to build rapport with prospective and existing customers
• Selling auto, home, life and other insurance products to individuals and Affinity groups within an assigned territory using consultative sales techniques
• Servicing and maintaining insurance renewal policies
• Meeting sales goals for volume of quality new business quoted and written within company guidelines

Insurance Sales Representative Week Paid Training Resume Examples & Samples

• Selling Auto, Home, Life and other insurance and annuity products to individuals within an assigned territory using consultative sales techniques
• Organizational skills and effective time management to succeed in a semi-autonomous, fast-paced environment
• Analytical skills to understand complex coverage details and underwriting guidelines
• Sell Auto and Auto Insurance products to individuals within assigned states using consultative sales techniques
• Successfully completing our comprehensive sales representative training which includes product knowledge, salesmanship, and our software systems
• Increase customer profitability by utilizing cross-selling and upselling sales techniques
• Ensure a positive customer experience by educating customers on the features and benefits of the insurance product, responding to questions and overcoming objections, and accurately updating our contact management system

Outside Insurance Sales Representative Resume Examples & Samples

• Managing department with 60+ employees
• Ensuring the prompt and accurate payment of Rush payables
• Trouble shooting and reporting system issues
• Setting departmental goals and measuring success
• Motivating and leading teams
• Recruiting and retaining quality employees
• Ability to motivate and lead large team
• Four Year College Degree
• 5+ years of AP Management experience (teams of 30 employees or more); or equivalent combination of education and experience
• Strong general ledger and accounts payable skills. Must be computer literate and spreadsheet proficient
• P2P automated invoice processing experience
• SAP preferred
• Six Sigma preferred
• Must possess a current and valid driver license with a driving record that meets the insurability guidelines set forth by the company's insurance carrier
• Solicit insurance business from accounts through personal and phone contacts
• Identify coverage needs and prepare price quotations for new and renewal customers
• Service existing accounts and communicate with clients on a regular basis
• Maintain client and prospect databases
• Serve as a public relations liaison for the agency
• Coordinate insurance needs with truck sales staff
• Three months' experience in insurance sales
• Appropriate insurance license to sell physical damage, credit life and other products required. Will be able to provide assistance in obtaining appropriate licenses

Experienced Insurance Sales Representative Resume Examples & Samples

• Experience in sales or client service environment preferred
• This position requires that incumbents must attain and maintain current state insurance license in property, casualty and life
• Obtain CA Property & Casualty license – Company Paid
• Observe & train with experienced Sales Reps
• Receive personalized training and ongoing feedback to ensure success in the program

Life Insurance Sales Representative Resume Examples & Samples

• Participating in community and business activities and events to prospect for potential membership and insurance sales opportunities
• High School Diploma required; BA/BS degree a plus
• Competitive sales drive and a commitment to maintaining superior member relationships
• Proficiency utilizing computer hardware and software systems
• Valid Missouri/Kansas drivers license, a good driving record and a current Missouri/Kansas Life Insurance license
• Work schedule will include some evenings, weekends and holidays
• Meets or exceeds sales goals set by sales leadership/company
• Maintain retention rate deemed acceptable by the company
• Disposition leads generated from Universal American marketing activities
• Conduct organized community seminars and Senior-related community events
• Access and utilize UAM's on line Agent Company database system(s)
• Maintain professional dress and conduct
• Travel to and from client meetings and events as required
• Represent Universal American in a professional and positive manner in the marketplace consistent with CMS and Universal American policies and procedures
• Respond to compliance requirements in an accurate and timely fashion
• Complies with all guidelines established by the Centers for Medicare and Medicaid (CMS) and guidelines set forth by other regulatory agencies, where applicable, and defined in the Universal American Corporate and department policies
• Professional verbal and written communication skills, with the ability to clearly articulate thoughts and ideas *Organizational skills with the ability to handle multiple tasks and/or projects at one time
• Analytical and interpretation skills including departmental, utilization, financial and operations data
• Decision-making skills with the ability to investigate and weigh alternatives and select the course of action that provides the greatest benefit to the organization
• Creative thinking skills with the ability to ask the needed bigger-picture questions that lead to process and team improvements
• Problem solving skills with the ability to look for root causes and implementable, workable solutions *Interpersonal skills with the ability to work in a fast-paced environment and participate as an independent contributor with little supervision or as an active team member depending on the situation and needs
• Must have a track record of producing work that is highly accurate, demonstrates attention to detail, and reflects well on the organization
• 1 year of insurance product sales background
• Personal computer experience should include working with Microsoft Word, Excel, PowerPoint and Outlook at the intermediate level at a minimum

Inside Property Insurance Sales Representative Resume Examples & Samples

• Prior sales experience or strong desire to work in sales
• Demonstrated job stability
• Solid computer, grammar and multi-tasking skills
• Must be comfortable working in a fast-paced, high volume call center

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22 Sales Resume Examples That Landed Jobs in 2024

• Sales Resume
• Sales Resumes by Experience
• Sales Resumes by Role

Writing Your Sales Resume

Sales are the lifeblood of any growing company. Without sales, companies grow stagnant—or worse, fail. But with a good sales department, a company can truly thrive.

You know how to care for customers, present solutions to problems, and adapt to any situation. Unfortunately, getting a new sales job involves more than just a short resignation letter at your current job and being stellar at what you do.

You shouldn’t have to create an effective resume or write a sales cover letter alone, which is why we’ve analyzed hundreds of professional resumes and created 22 sales resume examples just for you. These examples have helped salespeople get hired by companies like Google and Facebook , and they’re here for you to achieve the next role of your dreams in 2024.

Sales Resume Example

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Why this resume works

• Whether your most significant impact was in total sales, conversion rate, retention rate, or lead generation performance, it doesn’t matter—numbers speak louder than words, so include them whenever you can!

Sales Assistant Resume

• Find a way to include metrics to really sell your skills!
• Don’t just say you used a certain skill; demonstrate how you used that skill. For example, did you use your organization skills to stock many items? 
• Pack your resume objective with proactive language that shows your eagerness for growth and improvement. If you’re looking for a career-building role, then say exactly that!

Entry-Level Sales Representative Resume

• Sales is a people management game. If you have charm and patience, that’s much more valuable in the eyes of the hiring manager than an impressive educational background.
• You can also include a  resume objective  to mention some of your accomplishments and skills right off the bat; if you choose to do so, make sure you tailor it for every job to which you apply.
• If your education is your strongest area, include your minor, GPA, and any relevant courses you’ve taken.
• If you’ve worked on several projects, make room to include them on your resume in place of work experience.

Experienced Sales Associate Resume

• Your true competence as a sales associate shines through the most when you mention how you effectively calmed angry customers and offered practical, compassionate solutions.
• If you’re not overly familiar with a skill, leave it out—honesty is the best policy, and many skills are easy to learn on the job.

Experienced Retail Sales Associate Resume Example

• If you don’t have past retail experience, don’t fret; use the positions you have to highlight transferable skills, like time management, customer service, and problem-solving.
• Instead of just listing responsibilities, include any achievements, too. Were you a top salesperson in your store? Did you increase your customer review rating? Did you cross-sell effectively and increase revenue? All of these are great examples to include!

Senior Sales Analyst Resume

• Include a  resume summary  (also called a career summary) if you can boast 10+ years of field experience. Make it a concise, customized snapshot of yourself by including your specializations, defining expertise, and mentioning the target business by name.
• You can include the number of employees you manage or mentor, the rate at which you’ve increased revenue, the rate at which employees have hit sales targets during your tenure, the number of departments you collaborate with, the number of monthly presentations you give, and any other metrics that showcase how you’ve improved company performance.

VP of Sales Resume

• A good example is the training program you initiated, which boosted team morale and overall productivity by 38 percent.

Executive Sales Resume

• The ATS, the gatekeeper of applications, has a thing for resumes with conventional sections (think work experience, education, certifications, and skills) sprinkled with keywords mentioned in the job ad. Eligible terms for a sales position range from Salesforce, Tableau, and LinkedIn Sales Navigator to Mailchimp.

Pharmaceutical Sales Resume

• Did you help expand market share? Did you leverage technology to help close more sales deals? Add all that in and sit back as your past success elevates your candidacy to the top of the shortlisted applicants.

Insurance Sales Resume

• Highlight how you’ve tapped InsurGrid, NowCerts, ClearSlide, etc. to improve customer service, and attract and retain customers. Also, back your competencies with realistic figures that underscore your impact.

Tech Sales Resume

• Be bold, like Asher, in showing off to what extent your skills and knowledge contributed to the company’s sales department.

Sales Representative Resume

• Make sure every section of your sales representative resume is easy to read and distinguish by either capitalizing them, bolding them, or using a colored font.
• Any mistakes will be easy to see and will hurt your chances of getting an interview. So, always  check your resume  before you submit it!

Sales Manager Resume

• Focus your work experience on your sales achievements and management expertise. Even if you have no sales management experience, you can still show off your sales skills and leadership qualities wherever it was that you worked. 
• When you can, include metrics that quantify your success. Saying you conducted meetings is one thing, but conducting meetings that resulted in a 14% increase in leads is another.

Digital Sales Representative Resume

• A  good resume template  will help you structure your content effectively, but be aware of spacing—even a good resume template won’t help if your text is too tiny to read or spreads into the margins.
• If you’re stumped on what numbers to include, consider these options: response time, the number of active accounts, size of the average account, churn dollars, team size, ROI, social media post engagement, the number of products you know, and how many awards you’ve won.

Sales Strategist Resume

• There are many  good resume examples  if you know where to look, and they can help you break out of your writer’s block funk. Take a look and get some inspiration!
• Moreover, you can ask some co-workers to help you, too! They can help you decide what metrics to include and how to sound confident but not arrogant.
• For example, if you’re a senior-level employee, you don’t need to include much in your education section, but you should include more work experience bullet points.
• However, if you’re new to the field, you can include your GPA and educational awards while minimizing your work experience in favor of projects.

Sales Consultant Resume

• A strong network on LinkedIn indicates that you’re good at building professional relationships, which is an essential element of sales.
• If you haven’t updated your LinkedIn in a while, make sure you do that as soon as possible.
• For example, you can talk about unveiling events for clients, creating working relationships, and building up networks. These details demonstrate that strong customer rapport is, in fact, a skill you possess.

Sales Engineer Resume

• For example, if the job you’re applying to emphasizes the importance of using CRM software or building long-lasting relationships with customers, emphasize these skills in your skills section. 
• Focus on including hard skills similar to the ones used in the  sales job description .
• If you’re just starting your career in sales engineering OR transitioning to a different type of role, include an objective.
• If none of the above applies, leave it out in favor of more work experience.

Director Of Sales Resume

• Don’t forget to list accomplishments related to leading people and building customer relationships, starting by recording how many customers you helped or how many people you led. Then look for percentages relating to KPIs from there.
• If you’re stuck on what to include in your  resume skills section , go back to the  sales job description  and see what soft skills they require, whether explicitly stated or implied.

Outside Sales Representative Resume

• Good examples include the number of new accounts you opened, conversion rate, retention rate, lead generation performance, and overall growth.
• Sales revenue is the main statistic related to every sales position, but make sure you venture outside the box to include other metrics, too.
• You’d be amazed at what tiny typos and punctuation errors can slip through without your noticing, and employers will appreciate your attention to detail!
• Run your resume through a  resume checker  or spellcheck system, then proofread it again with your own eyes.

Software Sales Representative Resume

• For example, did you exceed your sales quotes, and if so, how many times? How much did you increase profits for the company? 
• Provide details that prove you can boost numbers at the next company you’ll work for!
• If you can, shoot for half and half between technical and soft skills, but if you’re an entry-level candidate, it’s okay to have more soft skills.
• As a software sales rep, you should include the programming languages you know, plus soft skills like “negotiation” and “interpersonal communication.”

Fragrance Sales Associate Resume

• For a successful career in sales, you’ll want your communication and persuasion skills to shine just as brightly as your technical knowledge. Be sure you include some of both in your fragrance sales associate resume .

Sales Development Representative Resume

• Sales are all about the numbers. When you’ve brought about tangible positive results at your past workplaces, it speaks to how effective you are as a salesperson and should be touted in your sales development representative resume .

Related resume guides

• Sales Associate
• Sales Representative
• Sales Manager

Proper formatting ensures your resume is readable, logical, and complete. If you neglect the formatting, you risk potential employers not taking your application seriously (or not even seeing your resume). When it comes to formatting, remember the following: 

• Choose one of three resume format options 
• Draw attention to your resume header 
• Make your sales resume accessible for the ATS and employers

Overall resume format options

Hiring managers’ preferences tend to change over time, but for 2024, it’s clear that three  resume formats  are the most popular:

• Reverse-chronological format:  This format emphasizes your most recent experience by placing work experience toward the top of your resume. Ordering your experience this way highlights career growth and development.
• Functional format:  A functional format stresses skills over work experience. This type of format may be appealing if you have little work experience or if there are gaps in your employment. 
• Combination/hybrid format:  This type combines reverse-chronological and functional formatting, placing equal weight on job history  and  skills, but it can be hard to read because of this.

Though all three types are popular,  hiring managers prefer   the reverse-chronological format . It’s easy to read, underscores career growth, and looks honest regarding your job experience. 

Draw attention to your resume header

Presenting your contact information may seem unimportant. However, this is the most important information in your resume; without it, how can you expect hiring managers to tell you “you’re hired?” Don’t make the mistake of underestimating the importance of an accurate and beautiful resume header.

Start by aligning your header either to the left or center. Then write your name in a large font size so you can see it from far away.

Right below your name, include your job title in a slightly smaller font. Then if you like, you can tastefully add some color to show your personality. (We love cobalt blue and buttercup yellow, but we’re a bit biased.)

Underneath your name and title, list your contact information. Keep the text the same font size as the body of your resume, and consider including a border (with or without color) to make it pop. This section should include:

• Your email (make sure it’s professional and not something like “[email protected]”)
• Phone number (with an area code)
• City & State (optional but recommended)
• Professional links to portfolios or sites like LinkedIn (optional but recommended)

Make your sales resume accessible to the ATS and employers

Once you upload your resume to an online job application, it won’t go straight to a hiring manager’s desk. Instead, it will go through the ATS, or Applicant Tracking System software.

This system uses keywords in your resume to determine your likelihood of being a good fit for a particular sales job. If you don’t pass the ATS scan, it’s doubtful you’ll get an interview.

To get past the software and reach human eyes, pay attention to:

• Margins:  Use standard half-inch or one-inch margins all around.
• Fonts:  Use professional, easy-to-read fonts like Times New Roman, Arial, or Georgia. 
• Font sizes:  The body of your resume should be the smallest font at around 12-point, your job title should be 20-point font, and your name should be approximately 24-point font.
• Header names:  Instead of adjusting font size for section headers, try bolding them or using all caps. 
• Skills:  You can list them in a horizontal or vertical list; we recommend using bullet points in a vertical list unless you lack space. 
• Logical order:  As we suggested earlier, we recommend a reverse-chronological format since it’s easy for the ATS to scan. 
• One page:  You must fill one page  exactly . You can slightly adjust fonts, font sizes (just a touch), vertical spacing, and margins to hit this target.

If you’re struggling to  build your resume  with enough content and proper formatting, remember this: the most important thing is to  ensure your resume is read . If you have to cut content to keep your formatting easy to read, do it.

Do you really need an objective or summary?

Contrary to sources floating around the internet, there  is  a difference between a  resume objective  and a  resume summary . Both are short paragraphs written explicitly for every application you submit, but there are a few key differences between them. 

An  objective  identifies why you’d like to work for the company under the specific job title for which you’re applying. A  summary  highlights the skills you possess and what achievements you’ve earned within your past positions.

Objectives and summaries are strictly optional, but there are a few instances where adding one would help.

• Consider including an objective if you’re seeking an entry-level role or are transitioning careers.
• Consider using a summary best suited if you have 10+ years of sales experience.

Customized resume objective:  Seasoned floor salesperson with 4+ years of experience hitting sales 7% above targets. Seeking a position with Neiman Marcus, where my specialization in high-end retail will continue the tradition of upholding the highest standard of luxury retail experiences for clientele. 

• This objective is specific to the job and includes a customized job title, quantified metrics, specific skill sets, and the company name. It adds real value and will impress any hiring manager.

Poor summary statement:  Dedicated applicant with experience in sales and marketing looking for a sales associate role to improve customer service skills. 

• This statement is anything but specific, and it could be on any number of sales resumes. More than just that, it doesn’t highlight any skills or qualifications beyond dedication. Major yikes.

Customized summary statement:  Results-driven sales associate with 13+ years of experience developing rapport and good customer relations. Leveraged top marketing strategies to yield results, performing in the top 5% of sales associates at all workplaces for over a decade. From informing customers about purchases to designing trending storefront decor, I am confident that my proven excellence in results-driven sales strategies would positively impact the movement of products at Decor 101. 

• This summary statement is customized and unique, including specific skills and quantifiable metrics to support their claims; this candidate is a top choice for an interview.

Know what to include in your job experience section

When writing your sales resume, you may be tempted to include every job you’ve had since you were 16. Though this may be an appropriate choice if you have limited job experience, we recommend including two to four highly relevant jobs on your sales resume if you have more experience. 

Write your work experience bullet points purposefully

When you write your work experience section, remember that space is crucial. To take up less room, use bullet points to break up chunks of text. Start each bullet point with an action verb, such as “oversaw” or “championed,” to drive your value (and cut filler).

Using action verbs will also lay the foundation for using active (rather than passive) voice. For example, a passive sentence like “The store was closed by the sales team” sounds weak and boring. Active voice gives agency to the subject and shortens the statement: “The sales team closed the store.” 

Avoid personal pronouns when writing about your experience, such as “I” or “we.” Ending punctuation is up to you—just be consistent. (Avoid having periods at the end of all your bullet points except for one, for example).

Finally, keep your verb tense in the past, and make sure it’s consistent.

Good bullet points can look like any of these examples:

• Executed an outbound calling strategy to warm leads, leading to a close rate of 16%, which exceeded targets by 50%
• Implemented and expanded the use of Salesforce, saving over 18 hours of weekly manual reporting time by sales staff
• Led initiatives for prospective home buyers to improve brand awareness and increase inbound customer interest, resulting in a $275,000+ increase in incremental revenue

These bullet points are successful because they start with action words, maintain an active voice, avoid personal pronouns, and are consistent with punctuation and tenses. 

Getting these things correct is tricky, but you can return to this guide anytime to review these tips!

Use numbers to your advantage

You may have noticed that all the bullet point examples we included contain numbers. Metrics are essential for any resume, but especially your sales resume. Words tell hiring managers you’re good at your job, but numbers show undeniable value. Include quantified metrics within at least 50 percent of your bullet points. 

Here’s how:

• Performance relative to targets:  Have you ever or do you consistently outperform sales targets? By what percentage do you exceed targets on average? 
• Improvements per customer:  Do your customers have higher purchase totals than others? Are they making more repeat purchases than customers helped by other sales associates? What’s your close rate? 
• Efficiency standards:  How many customers do you help on average, per hour, day, or week? How long does it typically take you to make a sale? How many seconds does it take you to greet customers? 
• Customer relations:  How many customers have reviewed you positively on customer surveys? Have any customers mentioned you by name in positive reviews?

It helps to see these tips in practice, so here are some examples: 

• Improved the shopper-to-customer conversion rate of the store by 6% by prioritizing immediate customer service of inbound customers
• Responded to customer questions with a detailed understanding of products, resulting in a customer satisfaction rating of 96%
• Recognized as a Top 5% Salesperson in the most heavily trafficked Kay’s store in Maine 
• Exceeded annual membership targets by 23% by encouraging a compassionate, customer-centered approach

Select appropriate sales skills for your resume

The skills section is one of the shortest sections on your resume and one of the most mysterious. Unfortunately, the ATS plays a big part in this section since it scans your resume for pre-selected keywords.

Not enough keywords? Not the right keywords? ATS wins, 1 to 0. 

We’re here to shed light on this mystery using a simple trick. When writing your skills, choose those mentioned in the  sales job description . Of course, don’t include every skill they list, but use the job description to guide your strengths.

Ideally, include a mix of both hard and soft skills for a total of six to 10 skills. Hard skills are easier to measure, so we recommend listing mostly hard skills. However, soft skills, such as “organization” and “customer service,” are critical in a sales role, so include a few that match your abilities. 

Let’s put this trick into practice! Here’s an excerpt from a sales job description: 

Seeking qualified sales associates! Our ideal candidate thrives in a fast-paced work environment and can maintain a positive, upbeat attitude with co-workers and customers under stressful situations. Must utilize standard software to track and follow up with leads. Should be charismatic, comfortable with public speaking, and have a solid ability to memorize merchandise details and answer complex customer questions. We serve a predominantly Hispanic population, so Spanish speakers, please apply! 

From this job description, we can create a list of skills that would be particularly appropriate for this job position: 

• Salesforce and HubSpot CRM
• Bilingual (Native English, Fluent Spanish) 
• Customer relations
• Interpersonal communication
• Product knowledge 
• Sales demos and pitches
• Time management 

 No matter the job you’re applying for, you’re likely to see some of these skills: 

• Cold-prospecting 
• Negotiation
• Work stream management
• Trend forecasting
• Traditional lead-generation
• Presentations 

Education, certs, interests, and hobbies

In sales, employers typically only require a high school diploma or equivalent. However, specific educational requirements will vary widely in such a large field. Some employers will seek applicants with a bachelor’s degree in business or even an MBA. 

So in your sales resume, list your highest level of education. If you have a graduate degree, you can include both it and your undergrad degree.

If you have any certifications or additional training, such as software certification for a particular type of CRM, you can include that, too, although it isn’t required.

Typically, sales professionals don’t include an optional  interests and hobbies section on their resumes , but there are a few circumstances where it may be appropriate: 

• Hobbies can demonstrate that you’re the type of person a potential customer might enjoy chatting with, which is a bonus for employers.
• Use projects, like volunteering or academic extracurriculars, in place of work experience if you’re light on jobs. 

Here’s an example of what projects could look like on your sales resume:

Tailor your sales resume to the job description

Remember to customize your resume  every time  you apply for a job. Tailoring your resume to the job description is the best way to land an interview quickly.

Start by reworking your resume objective or summary statement (if you have one). Then adjust your skills section to include skills relevant to the role. Finally, adjust your job description bullet points to include relevant qualifications. 

For instance, if a job description mentions they’re looking for a sales representative who can begin giving presentations on day one, emphasize your comfort in public speaking roles. Highlight your previous presentation experience, and perhaps de-emphasize the data analysis skillset that is less relevant to this job. 

Pro tip:  You can keep a master list of bullet points for each job title in a separate document . Write down as many skills and responsibilities as you can for every job title, and organize them based on their emphasis (time management, customer relations, data analysis, etc.). Then you can pull from this document to create fully-customized resumes quickly. 

Edit and polish your sales resume

When finished  writing your resume , it’s tempting to submit it immediately, but it’s best to take a step away first. Give your eyes and mind a rest for a day, and send your resume to trusted family and friends for review. Then you can adjust your content and  check your resume  for errors before you submit; that way, you don’t miss the little details you may have inadvertently overlooked!

Ready for the Next Step?

The first step to having an interview-ready, professional sales resume is to take the time to research and prepare. Congratulations on helping out your future self by using our guide! 

Our easy-to-use  resume builder  will allow you to build your resume from the ground up with perfect formatting, so you can save serious time and focus on your next sales job. If you’re ready to find out how your resume stacks up, use our  resume checker  to give you AI-powered suggestions to polish your resume to perfection. 

We know that wherever you get hired, you’ll be helping customers and growing revenue in no time!

Land your next job with our AI-powered, user-friendly tool.

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