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Additional Insurance Resume Samples
Life Insurance Agent Resume Samples
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0-5 years of experience
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
0-5 years of experience
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
0-5 years of experience
- 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.