Life Insurance Agent Resume Samples

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Life insurance Agents promote and sell policies to customers. Their duties include presenting policy features, attracting potential clients, collecting payments from policy holders, and making sure beneficiaries receive settlement in case of policyholder death. Based on our most successful resume samples for the job, the ideal candidate should demonstrate life insurance products knowledge, communication and negotiation abilities, sales orientation, and computer competencies. Employers select resumes displaying at least a high school diploma and provide on-the-job training. Some candidates may hold a college degree.

1

Life Insurance Agent

Sold 25 life, accidental death, and supplemental health insurance policies per month

  • Scheduled 30 appointments a week
  • Completed training to become a unit manager
  • Worked independently to procure potential clients
  • Trained new employees on how to set effective appointments and meet sale quotas
  • Maintained accurate sales records
  • Consistently exceeded productivity goals
Candidate Info
3
years in
workforce
1
year
at this job
BA
Bachelor of Arts
2

Certified Life Insurance Agent/broker

License: Life, Health and Series 6

  • Build and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance, mutual funds, retirement plans and annuities.
  • Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs
  • Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospective to help minimize loss.
  • Follow through with underwriting to be sure that client applications are being processed in an effective and timely manner
  • Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed.
  • Cold call potential clients based on acquired leads, client referrals and web inquiries.
  • Educated in products and services for retirement and money management in the changing economy
Candidate Info
7
years in
workforce
1
year
at this job
License
3

Life Insurance Agent/benefits Administrator

  • Booking appointments every other day before going out into the field
  • Ensuring that all clients have complete and accurate applications.
  • Inputting into the system correct information on clients.
  • Going out into the field every other day.
  • Committing to making at least 4 sales every week
  • Building friendships with all clients that I meet.
  • Handling and verifying all clientele bank account information properly.
  • Submitting client's information on time ensuring they receive coverage.
  • Creating the need for Life Insurance coverage.
Candidate Info
4
years in
workforce
4
months
at this job
BS
Manufacturing Engineering

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