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Insurance Sales Representative Resume Examples

Insurance Sales Representatives are in charge with selling insurance policies and acting as intermediaries between customers and insurance companies. Typical duties listed on Insurance Sales Representative resume samples are finding potential clients, helping them to choose the most suitable type of insurance, paying beneficiaries, suggesting solutions on how to minimize risks, and processing applications. Employers select resumes showcasing assets such as insurance policies knowledge, the ability to sell, people skills, computer operation, and risk management expertise. Education requirements include a high school diploma or a Bachelor’s Degree and state license. Continuous training is also necessary.

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Customer Sales Representative Duties and Responsibilities

As they go about showcasing and promoting their employer's offerings, customer sales reps perform a variety of tasks. Based on an examination of job postings, these actions are among the most common:

Knowing the Product Customer sales representatives need to be experts about what they are selling in order to answer questions from prospective buyers. If touting appliances, for instance, they should be aware of the features, differences between brands, delivery policies, and warranties. Knowledge inspires consumer confidence and positive feelings about the company.

Following Leads Targeting the people most likely to be interested in a product or service can save time and bring about better results. Customer sales representatives may be given the names of certain people to contact. For example, past customers may be interested in hearing about new offerings. Attendees of a bridal convention may be good candidates for travel packages as they think about their honeymoon. And, of course, someone who comes into a furniture showroom probably has at least some interest in replacing old items.

Generating Interest Many times, however, customer sales reps must think of new and creative ways to get people's attention. They may offer coupons at the county fair to folks who came there with no intention to learn about bathroom remodeling. Or perhaps they will cold call local residents after a blizzard in an effort to inform them about their company's snow removal services.

Maintaining Relationships Keeping current customers happy is great business practice. They already have heard of you and (hopefully) like and trust your company. Smart customer sales representatives check in on these people on a regular basis to gauge satisfaction, address any concerns, and provide information of value such as new offerings or upcoming specials.

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Customer Sales Representative Skills

At the heart of being a successful customer sales representative is the ability to promote your company's products or services in ways that convince others to buy them. Thus, customer sales representatives need excellent interpersonal skills in order to bond with others, understand their desires, and convince them that what they are selling is worth their money. Other good qualities for customer sales representatives to highlight on their résumés include:
  • Exhibiting ease and accuracy with numbers in order to provide quotes, deal with financing, and perform other mathematical calculations
  • "Reading" people well to pinpoint what it will take to make a sale
  • Displaying a willingness to stay on top of market trends and to learn new sales techniques
  • Following through on leads and inquiries in a timely fashion
  • Showing confidence and a can-do attitude
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Customer Sales Representative Education and Training

Most customer sales reps hold at least a high school diploma. Some have taken post-secondary courses in business and marketing and may have obtained an associate's or bachelor's degree. A background in the field in which you're trying to find work as a customer sales representative can be advantageous, such as training in finance for positions at a bank. Evidence of past success in sales also goes a long way toward gaining the attention of hiring managers.
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Customer Sales Representative Resources

The following resources can be helpful in starting or perfecting a career as a customer sales representative:

HubSpot: Sales - From inspirational TED talks to ways to get prospective clients to notice your emails, this website is filled with a plethora of articles of interest to customer sales representatives.

Sales Rep Biz - This LinkedIn group serves as a place for its 17,000+ members to share tips and success stories.

The Greatest Sales Book Ever Written: How to Become a Top Sales Representative or the Best at Anything You Do - The title may sound a bit presumptuous, but readers do give this book plenty of kudos. It focuses on the many different ways to sell something and points out how helping, not convincing, is at the center of it all.

The Sales Survival Handbook: Cold Calls, Commissions and Caffeine Addiction - The Real Truth about Life in Sales - Called "a humorous, yet practical, guide," this book is filled with "do's, don't, quizzes, lists, and real-world advice you need to survive the agony and enjoy the ecstasy of your sales career."

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*The names and logos of the companies referred to above are all trademarks of their respective holders. Unless specifically stated otherwise, such references are not intended to imply any affiliation or association with JobHero.