Insurance Sales CV: Sample & Guide [Entry Level + Senior Jobs]

Create a standout Insurance Sales CV with our online platform. Browse professional templates for all levels and specialties. Land your dream role today!

Insurance Sales CV Example
Average rating: 4.1 (56 votes)
Insurance Sales CV Example

Are you looking for a job in insurance sales? A great CV can make the difference between getting an interview and being overlooked. Our Insurance Sales CV Example provides you with the guidance and information you need to create a CV that will stand out from the competition. Learn how to highlight your experience, skills, and relevant education to get your dream job in insurance sales.

We will cover:

  • How to write a CV, no matter your industry or job title.
  • What to put on a CV to stand out.
  • The top skills employers from every industry want to see.
  • How to build a CV fast with our professional CV Builder.
  • What a CV template is, and why you should use it.
Moreover, we'll offer expert advice on crafting CVs and share professional examples to ignite your inspiration.

What does an Insurance Sales do?

Insurance sales agents typically work to sell insurance policies to individuals, businesses, and other organizations. They assess their clients’ needs and provide advice on appropriate coverage and policy options. They also explain the terms and benefits of the policies, and help their clients understand the costs and potential risks associated with them. Insurance sales agents help their clients to complete the necessary paperwork and provide ongoing support to their customers.

What are some responsibilities of an Insurance Sales?

  • Develop and maintain a strong understanding of insurance products and services
  • Educate customers about available insurance products and services
  • Identify customer needs and recommend appropriate insurance products
  • Process applications and submit them to the insurance company
  • Provide customers with quotes and information on premiums and coverage
  • Stay up-to-date with changes in the insurance industry
  • Maintain accurate records of customer interactions and transactions
  • Ensure customer satisfaction by providing helpful and friendly service
  • Comply with all insurance regulations and company standards

Sample Insurance Sales CV for Inspiration

Personal Details

  • Name: John Doe
  • Address: 123 Main Street, Anytown, USA
  • Phone Number: (123) 456-7890
  • Email:


John Doe is an experienced Insurance Sales professional with a proven track record of success in the industry. He has a strong knowledge of the industry, products, and processes, and is well-versed in regulatory compliance. He is a motivated self-starter who is able to work independently and as part of a team.

Work Experience

  • Insurance Sales Representative, ABC Insurance Company, Anytown, USA
    • Developed and maintained relationships with new and existing clients.
    • Provided product knowledge and advice to clients.
    • Analyzed clients’ financials to determine appropriate product coverage.
    • Processed policy renewals and cancellations.
  • Insurance Sales Coordinator, XYZ Insurance Company, Anytown, USA
    • Developed and implemented new sales strategies.
    • Conducted telemarketing campaigns to generate new leads.
    • Reviewed client applications for accuracy and completeness.
    • Assisted with policy changes and renewals.


  • Bachelor of Science in Insurance and Risk Management, Anytown University


  • Insurance industry knowledge
  • Sales and marketing
  • Regulatory compliance
  • Customer service
  • Data analysis


  • Insurance Sales Certification, Anytown Insurance Institute


  • English (fluent)
  • Spanish (conversational)

CV tips for Insurance Sales

Crafting an impeccable CV that kickstarts your career is a challenging endeavor. While adhering to fundamental writing principles is beneficial, seeking guidance customized for your unique job pursuit is equally prudent. As a newcomer to the professional realm, you require Insurance Sales CV pointers.
We've curated top-notch advice from experienced Insurance Sales individuals. Explore their insights to streamline your writing journey and enhance the likelihood of fashioning a CV that captivates potential employers' attention.

  • Highlight your ability to build relationships and close sales
  • Demonstrate your knowledge of the insurance industry and various insurance products
  • Show evidence of your success in sales, such as awards or promotions
  • Emphasize your communication and negotiation skills
  • Include any specialized certifications or training you have completed

Insurance Sales CV Summary Examples

A CV summary or objective is an important part of a CV when applying for a role in insurance sales. It serves to summarize your qualifications and experience and provide a snapshot of your abilities and knowledge. It is essential to make sure your summary or objective accurately reflects your skills and experience, as it is the first thing a potential employer will see. It should also be tailored to the specific role you are applying for, highlighting any relevant experience you have and why you are the best candidate for the job. A well-crafted summary or objective can give you the edge you need to stand out from the competition.

For Example:

  • Experienced insurance sales professional with 10 years of expertise in customer service and sales.
  • Proven track record of success in developing relationships with clients to increase sales and profitability.
  • Strong communication and negotiation skills to close deals.
  • Knowledge of different insurance policies and ability to provide solutions.
  • Excellent customer service skills and ability to build relationships with clients.

Build a Strong Experience Section for Your Insurance Sales CV

Building a strong experience section for a insurance sales CV is important for a few reasons. First, it helps potential employers gauge the candidate's level of expertise and knowledge in the insurance sales field. Second, it allows employers to better assess the candidate's ability to handle customer service, problem-solving, and negotiation skills. Finally, it also helps employers understand the candidate's ability to work with a team and build relationships with clients. Having a strong experience section on a CV also helps to demonstrate the candidate's commitment to the industry and their desire to continuously learn and develop their skills.

For Example:

  • Successfully sold a wide range of insurance policies to a diverse client base.
  • Developed an in-depth understanding of the insurance market and current industry trends.
  • Capitalized on business opportunities to increase sales revenues.
  • Maintained accurate records of customer information and insurance policy details.
  • Analyzed customer needs and recommended suitable insurance products.
  • Assisted customers with their insurance claims and queries.
  • Conducted detailed research and market analysis to identify new business opportunities.
  • Adhered to all relevant company policies and regulations.
  • Attended industry conferences and events to network with potential clients.
  • Provided excellent customer service to retain existing clients and build relationships.

Insurance Sales CV education example

Most insurance sales agents need at least a high school diploma or equivalent. However, some employers may prefer agents to have a college degree or a certificate in insurance sales. Agents should also be licensed in the states in which they sell insurance. Courses in finance, accounting, economics, and business law are beneficial. Agents must also stay up to date on industry regulations and changes by taking continuing education courses.

Here is an example of an experience listing suitable for a Insurance Sales CV:

  • Bachelor of Business Administration, University of London, 2017
  • Certificate in Insurance, The Insurance Institute of America, 2018
  • Continuing Education in Insurance, The Insurance Institute of America, 2019
  • Certificate in Risk Management, The Chartered Insurance Institute, 2019

Insurance Sales Skills for a CV

Adding skills to an Insurance Sales CV is important because it demonstrates the applicant’s abilities and qualifications for the position. Skills such as communication, problem-solving, and customer service are essential for success in insurance sales, and listing them on a CV allows employers to easily see that the applicant has the skills necessary for the job. Including skills on a CV also allows employers to quickly identify applicants who possess the desired qualifications for the job.

Soft Skills:

  1. Communication
  2. Negotiation
  3. Networking
  4. Analytical
  5. Organizational
  6. Leadership
  7. Teamwork
  8. Problem-solving
  9. Interpersonal
  10. Time-management
Hard Skills:
  1. Client relations
  2. Risk management
  3. Data analysis
  4. Regulatory compliance
  5. Product knowledge
  6. Contract negotiation
  7. Sales forecasting
  8. Financial planning
  9. Marketing strategy
  10. Risk assessment

Common Mistakes to Avoid When Writing an Insurance Sales CV

In today's competitive job market, an average of 180 applications floods employers' inboxes for each vacant position. To streamline this influx of CVs, companies frequently employ automated applicant tracking systems that weed out less qualified candidates. If your CV manages to surpass these digital gatekeepers, it must still captivate the attention of the recruiter or hiring manager. Given the sheer volume of applications, a mere 5 seconds is typically allocated to each CV before a decision is reached. With this in mind, it's crucial to eliminate any extraneous information that might relegate your application to the discard pile. To ensure your CV shines, consult the list below for elements to avoid including in your job application.

  • Skipping the cover letter: A well-crafted cover letter is an opportunity to showcase your suitability for the role and express your enthusiasm for it.
  • Excessive jargon: CVs laden with technical terms can alienate hiring managers who lack specialized knowledge.
  • Neglecting vital details: Incorporate your contact information, education, work history, and pertinent skills and experiences.
  • Relying on generic templates: Tailoring your CV to the specific job exhibits your commitment to the position and company.
  • Errors in spelling and grammar: Proofreading is essential to eliminate typos, spelling errors, and grammatical blunders.
  • Overemphasizing duties: Highlight accomplishments to underline your candidacy's value.
  • Sharing personal information: Steer clear of revealing personal details like age, marital status, or religious affiliations.

Key takeaways for a Insurance Sales CV

  • Highlight your sales experience, including your ability to develop and close deals.
  • Demonstrate your knowledge of insurance products and services.
  • Showcase your customer service skills, including your ability to handle difficult customer situations.
  • Mention any related certifications or licenses you have obtained.
  • Describe any relevant professional development courses you have completed.
  • Detail any awards or accolades you have received.
  • Be sure to include your ability to use customer relationship management (CRM) software.
  • Emphasize your ability to meet or exceed sales goals.

Embark on your job search journey with confidence. Secure your next position by presenting your best self, all with the assistance of
Ready to use templates that will help your CV stand out to recruiters
Try Resumaker's professional CV builder now. Start for free!