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Life Insurance Agent Resume Examples

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.

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Life Insurance Agent Resume Samples

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Candidate Info

3

years in workforce

1

year at this job

BA

Bachelor of Arts

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

7

years in workforce

1

year at this job

License

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

4

years in workforce

4

months at this job

BS

Manufacturing Engineering

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.

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