Life Insurance Agent Resume: Job Description, Sample & Guide

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Life Insurance Agent Resume Example
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Life Insurance Agent Resume Example

Are you looking to start or advance your career as a life insurance agent? A well-written resume can help you stand out in the competitive job market. In our Life Insurance Agent Resume Example article, we provide a sample resume and tips to help you craft a compelling document that showcases your skills, experience, and achievements. Whether you're just entering the field or seeking a new opportunity, our resume example can give you a head start in landing your next 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 a Life Insurance Agent do?

  1. Meet with potential clients to discuss their life insurance needs
  2. Educate clients on different types of life insurance policies and coverage options
  3. Help clients choose the best life insurance policy for their individual needs
  4. Assist clients with the application process for life insurance coverage
  5. Provide ongoing support and assistance to clients for the duration of their life insurance policy

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

What are some responsibilities of a Life Insurance Agent?

  • Educating clients on different types of life insurance policies
  • Assessing the financial needs of clients
  • Providing information on policy features and benefits
  • Customizing insurance plans to meet individual client needs
  • Offering guidance on beneficiary designations
  • Assisting with the application and underwriting process
  • Reviewing and updating policies as needed
  • Providing ongoing customer service and support
  • Staying informed about industry regulations and changes

Sample Life Insurance Agent Resume for Inspiration

Personal Details:

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


John Doe is a dedicated and experienced Life Insurance Agent with a strong track record of client satisfaction. He is skilled in building rapport with clients, assessing their needs, and providing tailored insurance solutions. John is committed to helping individuals and families protect their financial security with the right insurance coverage.

Work Experience:

  • Senior Life Insurance Agent, ABC Insurance Agency (2015-Present)
    Duties: Building and maintaining client relationships, assessing insurance needs, designing comprehensive insurance plans, providing ongoing support and assistance.
  • Life Insurance Agent, XYZ Insurance Company (2012-2015)
    Duties: Prospecting and acquiring new clients, conducting insurance policy reviews, processing claims, and ensuring customer satisfaction.


  • Bachelor of Arts in Business Administration, Anytown University


  • Excellent communication and interpersonal skills
  • Strong knowledge of various life insurance products and policies
  • Ability to analyze client needs and recommend appropriate insurance solutions
  • Proficient in Microsoft Office Suite and CRM software


  • Licensed Insurance Agent (State of Anytown)
  • Certified Life Insurance Professional (CLIP)


  • English (Fluent)
  • Spanish (Conversational)

Resume tips for Life Insurance Agent

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 Life Insurance Agent resume tips.
We collected the best tips from seasoned Life Insurance Agent - 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 experience in the insurance industry
  • Showcase your proficiency in insurance products and services
  • Demonstrate your ability to build and maintain client relationships
  • Emphasize your knowledge of underwriting and risk assessment
  • Include any certifications or licenses relevant to the insurance industry

Life Insurance Agent Resume Summary Examples

A resume summary or objective can be used to grab the attention of potential employers and highlight your skills and experience as a life insurance agent. It allows for a quick overview of your qualifications, including your sales abilities, product knowledge, and customer service skills. This can give hiring managers a snapshot of your abilities and make a strong first impression.

For Example:

  • Dedicated life insurance agent with 5 years of experience in selling policies and providing excellent customer service
  • Proven track record of meeting and exceeding sales targets through effective communication and relationship building
  • Skilled in analyzing clients' needs and recommending suitable life insurance products
  • Proficient in using CRM software to maintain client records and track policy renewals
  • Strong knowledge of insurance industry regulations and compliance standards

Build a Strong Experience Section for Your Life Insurance Agent Resume

The experience section of a life insurance agent resume is crucial for showcasing a candidate's expertise and proven track record in the industry. It provides evidence of the agent's ability to connect with clients, sell insurance products, and deliver exemplary customer service. A strong experience section demonstrates a candidate's proficiency and success in the field, making them a more competitive and attractive candidate to potential employers.

For Example:

  • Drove sales and achieved monthly and yearly life insurance sales targets
  • Provided exceptional customer service by assisting clients with policy inquiries and claims processing
  • Developed and maintained strong relationships with clients, resulting in a high rate of policy renewals
  • Participated in training sessions and professional development opportunities to stay updated on industry trends and changes
  • Collaborated with team members to exchange best practices and strategies for increasing sales
  • Analyzed client needs and recommended suitable policies to meet their life insurance needs
  • Assisted in the underwriting process by collecting and verifying client information
  • Contributed to the development of marketing materials and strategies to attract new clients
  • Utilized a CRM system to track client interactions and manage leads
  • Attended industry conferences and networking events to expand professional connections and reach potential clients

Life Insurance Agent resume education example

Life insurance agents typically need a minimum of a high school diploma or GED. Some employers may prefer candidates with a bachelor's degree in business, finance, or related field. In addition to formal education, life insurance agents must also complete a state-specific pre-licensing course and pass a licensing exam. Continuous training and education in insurance products and sales techniques are also typically required to maintain licensure.

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

  • Bachelor's degree in Business Administration, ABC University
  • Licensed Life Insurance Agent
  • Completed specialized training in life insurance sales and customer service

Life Insurance Agent Skills for a Resume

It is important to add skills to a Life Insurance Agent Resume because it demonstrates the candidate's ability to perform the necessary job tasks effectively. Employers look for agents who possess excellent communication, customer service, and sales skills, as well as a strong knowledge of insurance products and regulations. Including relevant skills on a resume can help a candidate stand out and show their potential value to an employer.

Soft Skills:

  1. Communication
  2. Empathy
  3. Adaptability
  4. Problem-solving
  5. Negotiation
  6. Time management
  7. Customer service
  8. Organization
  9. Teamwork
  10. Self-motivation
Hard Skills:
  1. Insurance knowledge
  2. Client relationship management
  3. Sales techniques
  4. Underwriting analysis
  5. Policy interpretation
  6. Risk assessment
  7. Financial planning
  8. Regulatory compliance
  9. Product knowledge
  10. Prospecting skills

Common Mistakes to Avoid When Writing a Life Insurance Agent 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 Life Insurance Agent resume

  • Proven track record of meeting and exceeding sales targets
  • Strong knowledge of life insurance products and services
  • Excellent communication and customer service skills
  • Ability to build and maintain client relationships
  • Proficient in using sales software and CRM systems
  • Strong understanding of insurance regulations and industry trends
  • Experience in prospecting and cold calling for new clients
  • Successful history of closing insurance deals and managing policy changes
  • Ability to analyze customer needs and recommend appropriate insurance solutions

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