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Sample Resume for an Insurance Sales Professional

Sample Resume for an Insurance Sales Professional
If you’re going for a position selling insurance, you first need to sell yourself on your resume. Check out this sample to learn how and and get a downloadable Word version of the resume template here

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CARLA FOSTER
222 Elmscourt Way
Sometown, IL 60000
773-222-2222
carla@somedomain.com

 

INSURANCE SALES PROFESSIONAL

  • Entrepreneurial State Farm agent with a history of surpassing customer and employer expectations. Leverage consultative-sales strengths to identify opportunities, nurture relationships and close deals.
  • Dedicated and tenacious sales expert, with a reputation for consummate professionalism and exemplary ethics. Remain current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices.
  • Passionate leader, skilled at building top-performing teams focused on impeccable service delivery and accountability for goal achievement.

 


SPECIALTIES

  • Personal and commercial insurance (auto, home, business, health, life)
  • Retirement plans (IRA, 401(k), Individual(k), SEP, SIMPLE)
  • Education plans (529 plans, Coverdell Education Savings Accounts)
  • Long-term-care and estate planning

EXPERIENCE

CARLA FOSTER AGENCY / STATE FARM INSURANCE -- 9/2001 to Present

Insurance and Financial Services Agent (Sometown, IL), 3/2002 to present
Agency Intern, 9/2001-3/2002
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full line of insurance and financial products, serving as a trusted advisor to businesses and individuals. Hire, train and supervise sales support staff, and create a fun and productive work environment.

Achievements:
  • Drove a pace-setting 15% increase in annual revenue in FY2007, outperforming "high-reach" sales targets every quarter.
  • Earned awards for excellent sales performance, including Legion of Honor and Bronze Tablet awards.
  • Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs.
  • Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.
  • Increased referral business by 27% in 2007. Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
Recommendations:
  • "...Carla has that rare combination of drive, industry knowledge and interpersonal skills. She is liked by all, and a rising star at our company..." -- Jordan Yu (State Farm Supervisor)

     
  • "...Carla was incredibly helpful when my husband and I switched our insurance provider to State Farm. I know we made the best choice!" -- Mary Hart (State Farm Client)
ABC RETAIL COMPANY -- 10/1998 to 9/2001

Sales Representative (Sometown, IL)
Served as a department store sales rep while attending college.

Achievements:
  • Excelled within service-oriented industry. Cultivated positive relationships with customers and expanded business through word-of-mouth referrals.

 


EDUCATION & TRAINING

ABC UNIVERSITY (Sometown, IL), 6/2001
Bachelor of Science, Major: Business management, Minor: Communications

Designations: NASD Series 6 and 63; NASD Broker/Agent; Life and Health; Illinois Long-Term Care (LTC) and Property & Casualty (P&C) licenses; Life Underwriting Training Council Fellow (LUTCF)

Recent Training: Long-term care, estate planning and retirement

Member: National Association of Insurance & Financial Advisors


VOLUNTEERISM

Actively involved in charitable organizations, including YMCA, Kiwanis, Special Olympics and Make-A-Wish Foundation


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