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

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

Insurance Sales Representative Resume Example
Average rating: 5.0 (143 votes)
Insurance Sales Representative Resume Example

Are you looking for a job as an insurance sales representative? Our Insurance Sales Representative Resume Example article provides you with the information you need to create a successful resume and stand out from the competition. Our example provides a comprehensive guide to creating a resume that highlights your skills and experience. We also provide expert tips and advice to help you craft a compelling and effective resume. With the help of our example, you can create the perfect resume to get the job you want.

We will cover:

  • How to write a resume, no matter your industry or job title.
  • What to put on a resume to stand out.
  • The top skills employers from every industry want to see.
  • How to build a resume fast with our professional Resume Builder.
  • What a resume template is, and why you should use it.
Plus, we will provide expert resume writing tips and professional examples to inspire you.

What does an Insurance Sales Representative do?

Insurance Sales Representatives work to sell insurance policies to individuals and businesses. They meet with potential customers to discuss their insurance needs and provide advice on the most suitable policies. They also process applications, explain policy details, and answer any questions or concerns clients may have. They are also responsible for staying up to date with the latest trends and changes in the insurance industry.

What are some responsibilities of an Insurance Sales Representative?

  • Identify prospects and customers through market research
  • Develop and maintain relationships with current and potential clients
  • Understand clients' needs and recommend appropriate insurance products
  • Explain insurance policies and their benefits to clients
  • Process policy applications and payments
  • Keep records of sales activities and transactions
  • Update knowledge of industry trends and regulations
  • Provide customer service and handle customer inquiries
  • Attend conferences and seminars for professional development

Sample Insurance Sales Representative Resume for Inspiration

Name: John Smith

Address: 123 Main Street, San Jose, CA 95126

Phone: (555) 555-5555


Summary: Experienced Insurance Sales Representative with over 5 years of experience in the insurance industry. Proven track record of helping customers find the best insurance products to meet their needs. Highly organized, detail-oriented, and analytical in approach. Possesses strong interpersonal and communication skills, as well as the ability to build strong customer relationships.

Work Experience:

  • Insurance Sales Representative, ABC Insurance, San Jose, CA -
    • Developed and implemented insurance plans for customers according to their needs and budget.
    • Responsible for staying up to date on current insurance trends and regulations.
    • Maintained up to date records of all insurance policies and transactions.
    • Provided excellent customer service and responded to customer inquiries in a timely manner.
  • Insurance Agent, XYZ Insurance, San Jose, CA -
    • Developed and implemented insurance plans for customers according to their needs and budget.
    • Responsible for staying up to date on current insurance trends and regulations.
    • Maintained up to date records of all insurance policies and transactions.
    • Provided excellent customer service and responded to customer inquiries in a timely manner.


  • Bachelor of Business Administration, ABC University, San Jose, CA


  • Insurance Sales and Consulting
  • Customer Service
  • Data Analysis
  • Account Management
  • Team Leadership


  • Licensed Insurance Agent (CA)

Languages: English, Spanish

Resume tips for Insurance Sales Representative

Creating a perfect, career-launching resume is no easy task. Following general writing rules can help, but it is also smart to get advice tailored to your specific job search. When you’re new to the employment world, you need Insurance Sales Representative resume tips.
We collected the best tips from seasoned Insurance Sales Representative - Check out their advice to not only make your writing process easier but also increase your chances of creating a resume that piques the interest of prospective employers.

  • Highlight any experience that is related to insurance sales, and emphasize your successes.
  • Include information on your interpersonal skills, as they are a key part of sales.
  • Focus on your communication skills, such as public speaking and customer service.
  • Be sure to include any certifications or licenses you hold in insurance sales.
  • Include any awards or recognition you have received in your field.

Insurance Sales Representative Resume Summary Examples

A resume summary or resume objective is a great way to showcase your skills and experience as an insurance sales representative. It is the first thing potential employers will read, and it gives them a snapshot of your qualifications and value to the company. It's important to highlight your best attributes and show that you have the knowledge and skills needed to be successful in the role. Additionally, it demonstrates your enthusiasm and commitment to the job. By including a resume summary or objective, you are giving potential employers an indication of what you bring to the table and why you should be considered for the job.

For Example:

  • Experienced insurance sales representative with an in-depth understanding of customer service and industry regulations. Proven track record of meeting and exceeding sales targets.
  • Knowledgeable insurance sales specialist with over 5 years of experience in customer service. Skilled in developing relationships and providing excellent service.
  • Dynamic insurance sales representative, adept at assessing customer needs and recommending appropriate products. Committed to delivering top-notch customer service.
  • Highly-motivated insurance sales professional with a proven ability to close deals. Demonstrated success in developing relationships and increasing customer satisfaction.
  • Self-driven insurance sales rep with expertise in developing strategies to drive sales. Demonstrated success in prospecting and gaining new clients.

Build a Strong Experience Section for Your Insurance Sales Representative Resume

A strong experience section on a resume for an insurance sales representative is important because it demonstrates the candidate’s ability to successfully sell insurance products and services. It shows potential employers that the candidate has the necessary skills and knowledge to help their company increase sales and profits. The experience section should highlight the candidate’s accomplishments, such as selling a certain number of policies in a given time period, managing customer relationships, and providing customer service. It should also mention any awards or recognition the candidate has received for their work. By highlighting their successes, employers can be assured that the candidate is capable of delivering results.

For Example:

  • Successfully sold insurance plans to over 500 customers.
  • Demonstrated ability to identify customer needs to create tailored products.
  • Consistently exceeded sales targets by up to 25%.
  • Developed and maintained relationships with customers to ensure satisfaction with insurance products.
  • Provided customers with comprehensive information about available insurance plans and coverage.
  • Educated customers about the features and benefits of various insurance policies.
  • Assisted customers in selecting the most suitable insurance plan according to their budget and needs.
  • Utilized CRM software to track and manage customer information, sales activities, and customer feedback.
  • Collaborated with other departments to resolve customer complaints and queries.
  • Analyzed market conditions to recommend and implement changes to existing insurance products.

Insurance Sales Representative resume education example

Insurance Sales Representatives typically need at least a high school diploma, but a college degree is preferred. Additionally, they should have a good understanding of the products and services they are selling, as well as a strong aptitude for customer service and sales. Sales Representatives should also be familiar with the laws and regulations governing insurance sales in their state.

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

  • Bachelor's Degree in Business Management, University of California, Berkeley, CA (2010-2014)
  • Associate's Degree in Insurance, San Francisco Community College, San Francisco, CA (2008-2010)
  • Certified Insurance Representative (CIR), The Insurance Institute, San Francisco, CA (2009)

Insurance Sales Representative Skills for a Resume

It is important to add skills for an Insurance Sales Representative Resume because employers want to know that you have the right skills for the job. Skills such as excellent customer service, strong communication, active listening, knowledge of insurance products and services, the ability to work independently and in a team environment, and the ability to build relationships with clients are all important for an Insurance Sales Representative. Including these skills on your resume will demonstrate to employers that you have the necessary skills and qualifications for the job.

Soft Skills:

  1. Communication
  2. Leadership
  3. Organizational
  4. Motivational
  5. Problem-solving
  6. Negotiation
  7. Interpersonal
  8. Risk-assessment
  9. Time-management
  10. Conflict-resolution
Hard Skills:
  1. Sales Strategies
  2. Risk Assessment
  3. Financial Planning
  4. Customer Service
  5. Product Knowledge
  6. Market Analysis
  7. Policy Writing
  8. Claims Processing
  9. Underwriting
  10. Regulatory Compliance

Common Mistakes to Avoid When Writing an Insurance Sales Representative Resume

In this competitive job market, employers receive an average of 180 applications for each open position. To process these resumes, companies often rely on automated applicant tracking systems, which can sift through resumes and eliminate the least qualified applicants. If your resume is among the few that make it past these bots, it must still impress the recruiter or hiring manager. With so many applications coming in, recruiters typically give each resume only 5 seconds of their attention before deciding whether to discard it. Considering this, it's best to avoid including any distracting information on your application that could cause it to be thrown away. To help make sure your resume stands out, review the list below of what you should not include on your job application.

  • Not including a cover letter. A cover letter is a great way to explain why you are the best candidate for the job and why you want the position.
  • Using too much jargon. Hiring managers do not want to read a resume full of technical terms that they do not understand.
  • Omitting important details. Make sure to include your contact information, educational background, job history, and any relevant skills and experiences.
  • Using a generic template. Take the time to customize your resume to the job you are applying for. This will show the employer that you are serious about the position.
  • Spelling and grammar errors. Always double-check your resume for typos, spelling mistakes, and grammar errors.
  • Focusing too much on duties. Make sure to include accomplishments and successes to show the employer that you are a great candidate.
  • Including personal information. Avoid including any personal information such as age, marital status, or religious beliefs.

Key takeaways for a Insurance Sales Representative resume

  • Highlight sales, customer service, and insurance experience.
  • Include quantitative achievements and results.
  • List certifications, licenses, and any other relevant qualifications.
  • Describe the ways you’ve exceeded expectations.
  • Mention any awards or recognition.
  • Showcase your understanding of insurance industry regulations.
  • Highlight your ability to build relationships with clients.
  • Demonstrate your knowledge of policies and procedures.
  • Describe your understanding of the sales process.
  • Demonstrate excellent communication and problem-solving skills.

It's time to begin the job search. Make sure you put your best foot forward and land your next postal service job with the help of
Ready to use templates that will help your resume stand out to recruiters
Try Resumaker's professional resume builder now. Start for free!