Insurance Sales Resume: Sample & Guide (Entry Level & Senior Jobs)

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Insurance Sales Resume Example
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Insurance Sales Resume Example

Are you looking to break into the insurance sales industry or advance your career in this field? Look no further! Our insurance sales resume example article is designed to help you create a standout resume that will get you noticed by potential employers. Whether you're an experienced insurance sales professional or just starting out, our sample resume and expert tips will guide you in crafting a strong and effective resume to land your dream job.

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.
  • Why you should use a resume template
Plus, we will provide expert resume writing tips and professional examples to inspire you.

What does an Insurance Sales do?

  1. Identify potential clients and generate leads through networking, referrals, and cold calling.
  2. Educate clients about available insurance products and help them choose policies that best meet their needs.
  3. Prepare and present quotes to clients, explaining coverage options, terms, and premiums.
  4. Close sales and follow up with clients to ensure satisfaction and address any concerns.
  5. Maintain accurate records of sales and client interactions using CRM software.
  6. Stay updated on industry trends, regulations, and new products to provide informed guidance to clients.

We’re about to begin, but first, here are some other Insurance Sales related resume examples:

What are some responsibilities of an Insurance Sales?

  • Meeting with potential clients to discuss their insurance needs
  • Explaining the features and benefits of various insurance policies
  • Assessing the needs of each client and recommending the most suitable insurance products
  • Providing accurate and timely quotes for insurance coverage
  • Processing insurance applications and related paperwork
  • Following up with clients to ensure their ongoing satisfaction and address any concerns
  • Staying informed about changes in insurance regulations and industry trends
  • Developing and maintaining a network of potential clients through referrals, cold calling, and networking events

Sample Insurance Sales Resume for Inspiration

Personal Details:

  • Name: John Smith
  • Email:
  • Phone: 123-456-7890
  • Address: 123 Main Street, Anytown, USA


John Smith is a highly motivated and results-driven insurance sales professional with over 7 years of experience. He has a proven track record of exceeding sales targets and providing exceptional customer service.

Work Experience:

  • Sales Representative at XYZ Insurance Company (2015-2021)
    • Developed and maintained relationships with clients to understand their insurance needs
    • Exceeded monthly and annual sales targets by 20%
    • Provided personalized insurance solutions to clients to ensure maximum coverage and satisfaction
  • Insurance Agent at ABC Insurance Agency (2013-2015)
    • Prospected new clients through cold calling and networking events
    • Managed a portfolio of over 200 clients
    • Collaborated with underwriters to negotiate terms and conditions for client policies


  • Bachelor of Arts in Business Administration, Anytown University (2013)


  • Excellent interpersonal and communication skills
  • Proven track record of meeting and exceeding sales targets
  • Strong negotiation and problem-solving abilities
  • Proficient in Microsoft Office and CRM software


  • Licensed Insurance Agent (State of Anytown)
  • Certified Insurance Sales Professional (CISP)

Languages: English (Native), Spanish (Conversational)

Resume tips for Insurance Sales

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 resume tips.
We collected the best tips from seasoned Insurance Sales - 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 your sales achievements, such as exceeding sales targets or receiving awards
  • Emphasize your knowledge of different types of insurance products and policies
  • Showcase your customer service skills and experience in building and maintaining client relationships
  • Demonstrate your ability to analyze and assess client needs to recommend appropriate insurance solutions
  • Include any relevant certifications or licenses, such as a state insurance license or industry-specific training

Insurance Sales Resume Summary Examples

Using an Insurance Sales Resume Summary or Resume Objective is important because it provides a clear and concise overview of your skills, experience, and career goals. It helps to grab the attention of potential employers and showcases the value you can bring to their organization. By highlighting your expertise and objectives at the beginning of your resume, you can make a strong first impression and increase your chances of landing a job in the insurance sales industry.

For Example:

  • Successfully sold various types of insurance products such as life, health, auto, and home insurance to clients
  • Achieved and exceeded sales targets by consistently meeting and exceeding monthly and yearly quotas
  • Developed and maintained strong relationships with clients to provide them with personalized insurance solutions
  • Utilized effective sales strategies and techniques to communicate the value of insurance products to potential clients
  • Stayed updated on industry trends and changes in insurance laws and regulations to provide accurate information to clients

Build a Strong Experience Section for Your Insurance Sales Resume

The experience section is crucial for an insurance sales resume because it shows potential employers your track record of success and demonstrates your expertise in the insurance industry. Building a strong experience section can help you stand out from other candidates and can convey your ability to drive sales, retain clients, and meet or exceed sales targets. It also allows you to showcase your knowledge of insurance products and services.

For Example:

  • Successfully met and exceeded insurance sales targets for 3 consecutive years
  • Developed and maintained a portfolio of 200+ clients in the insurance industry
  • Utilized consultative selling techniques to analyze clients' insurance needs
  • Generated leads and prospects through networking and cold calling
  • Conducted regular policy reviews to ensure client satisfaction and retention
  • Collaborated with underwriters and claims adjusters to expedite the claims process
  • Provided exceptional customer service and answered inquiries about insurance policies
  • Participated in regular training and development programs to stay updated on industry trends and regulations
  • Utilized CRM software to track client interactions and manage sales pipeline
  • Participated in community events and trade shows to promote insurance products and services

Insurance Sales resume education example

An insurance sales agent typically needs a high school diploma or equivalent, but some employers may prefer a bachelor's degree in finance, business, or a related field. On-the-job training is also common for insurance sales agents, where they learn about various insurance products and sales techniques. Additionally, many insurance sales agents need to be licensed, which involves passing a state-administered exam and completing continuing education courses to maintain licensure.

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

  • Bachelor of Science in Business Administration - XYZ University, 2015
  • Insurance Sales Certification - ABC Institute, 2016
  • Advanced Insurance Studies Course - DEF College, 2017

Insurance Sales Skills for a Resume

It is important to add skills for Insurance Sales Resume because it demonstrates the candidate's ability to effectively communicate, negotiate, and build relationships with clients. Having relevant skills also shows their understanding of insurance products, industry regulations, and sales techniques. Employers look for these skills to ensure that candidates are capable of effectively promoting and selling insurance products to meet their business goals.

Soft Skills:

  1. Communication
  2. Customer service
  3. Problem-solving
  4. Time management
  5. Adaptability
  6. Teamwork
  7. Negotiation
  8. Empathy
  9. Organization
  10. Networking
Hard Skills:
  1. Insurance product knowledge
  2. Sales closing skills
  3. Customer relationship management
  4. Prospecting and lead generation
  5. Underwriting knowledge
  6. Risk assessment
  7. Policy quoting
  8. Competitive market analysis
  9. CRM software proficiency
  10. Cross-selling abilities

Common Mistakes to Avoid When Writing an Insurance Sales 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 resume

  • Demonstrated ability to meet and exceed sales targets
  • Strong understanding of various insurance products and the ability to effectively communicate their value to clients
  • Proven track record of building and maintaining client relationships
  • Excellent communication and presentation skills
  • Familiarity with CRM systems and other sales tools
  • Relevant industry certifications and licenses
  • Ability to adapt to changing market conditions and customer needs
  • Strong problem-solving and negotiation skills

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