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life insurance agent: Resume Samples & Writing Guide
Employment history
Chief Life Insurance Agent, State Farm Bloomington, Illinois
June 2020 – Present
- Negotiating terms and conditions of life insurance policies
- Assisting clients with policy changes and claims
- Meeting sales goals and objectives
Associate Life Insurance Agent, State Farm Bloomington, Illinois
June 2019 – May 2020
- Developing and implementing marketing strategies to promote life insurance products
- Staying informed of new products and services in the life insurance industry
- Analyzing clients' current insurance coverage and providing advice on additional coverage
Jr. Life Insurance Agent, MetLife New York, New York
June 2018 – May 2019
- Evaluating clients' financial situations to determine their insurance needs
- Developing and implementing marketing strategies to promote life insurance products
- Maintaining records of client interactions and transactions
Education
University of California, Berkeley, California
Master of Arts in Insurance and Accounting, April, 2018
University of California, Berkeley, California
Bachelor of Science in Insurance, April, 2014
Skills
Emotional Intelligence
Critical Thinking
Reporting
Social Media
Documentation
Computer Literacy
Software Development.
Business Acumen
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Professional Summary
An experienced life insurance agent with a proven track record of providing quality service and advice to customers. Highly knowledgeable in the insurance industry, with a passion for helping people protect their families and assets.
Employment history
Lead Life Insurance Agent, Travelers Hartford, Connecticut
May 2011 – Present
- Meeting sales goals and objectives
- Evaluating clients' financial situations to determine their insurance needs
- Generating quotes and proposals for life insurance products
Associate Life Insurance Agent, Progressive Mayfield Village, Ohio
December 2009 – April 2011
- Developing and implementing marketing strategies to promote life insurance products
- Assisting clients with policy changes and claims
- Meeting sales goals and objectives
Junior Life Insurance Agent, Farmers Insurance Los Angeles, California
May 2009 – November 2009
- Assisting clients with policy changes and claims
- Evaluating clients' financial situations to determine their insurance needs
- Analyzing clients' current insurance coverage and providing advice on additional coverage
Education
University of California, Berkeley, California
Master of Science in Insurance and Financial Services, March, 2009
University of California, Berkeley, California
Bachelor of Arts in Business Administration and Insurance, March, 2005
Skills
Critical Thinking
Visualization
Written Communication
Supervisory
Risk Management
Accounting
Business Acumen
Supervisory
Professional Summary
A highly motivated and detail-oriented Life Insurance Agent with an in-depth knowledge of the insurance industry. Experienced in providing personalized advice and solutions to clients to ensure they are adequately protected.
Employment history
Lead Life Insurance Agent, USAA San Antonio, Texas
December 2011 – Present
- Maintaining records of client interactions and transactions
- Selling life insurance policies to clients
- Evaluating clients' financial situations to determine their insurance needs
Life Insurance Agent, Nationwide Columbus, Ohio
December 2010 – November 2011
- Educating clients on the benefits of life insurance
- Meeting sales goals and objectives
- Evaluating clients' financial situations to determine their insurance needs
Entry Level Life Insurance Agent, Farmers Insurance Los Angeles, California
December 2009 – November 2010
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Developing and maintaining relationships with clients
- Assisting clients with policy changes and claims
Education
University of Michigan, Ann Arbor, Michigan
Master of Science in Accounting and Insurance, October, 2009
University of Michigan, Ann Arbor, Michigan
Bachelor of Arts in Insurance and Financial Services, October, 2005
Skills
Process Improvement
Attention to Detail
Data Analysis
Stress Management
Strategic Thinking
Risk Management
Process Improvement
Quality Assurance
Employment history
Chief Life Insurance Agent, USAA San Antonio, Texas
April 2022 – Present
- Assisting clients with policy changes and claims
- Developing and maintaining relationships with clients
- Educating clients on the benefits of life insurance
Life Insurance Agent, MetLife New York, New York
April 2021 – March 2022
- Developing and maintaining relationships with clients
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Selling life insurance policies to clients
Junior Life Insurance Agent, Farmers Insurance Los Angeles, California
October 2020 – March 2021
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Keeping abreast of changes in the life insurance industry
- Assisting clients with policy changes and claims
Education
University of California, Berkeley, California
Insurance Underwriting, August, 2020
Skills
Networking
Negotiation
Supervisory
Analytical
Risk Management
Documentation
Data Analysis
Accounting
Professional Summary
Highly experienced Life Insurance Agent with an in-depth knowledge of the insurance industry. Proven track record of providing excellent customer service and developing successful insurance plans to meet customers' needs.
Employment history
Chief Life Insurance Agent, AIG New York, New York
September 2014 – Present
- Conducting client meetings to discuss insurance needs
- Staying informed of new products and services in the life insurance industry
- Evaluating clients' financial situations to determine their insurance needs
Associate Life Insurance Agent, AIG New York, New York
September 2013 – August 2014
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Staying informed of new products and services in the life insurance industry
- Developing and maintaining relationships with clients
Jr. Life Insurance Agent, AIG New York, New York
March 2012 – August 2013
- Meeting sales goals and objectives
- Generating quotes and proposals for life insurance products
- Keeping abreast of changes in the life insurance industry
Education
University of Illinois, Urbana, Illinois
Doctor of Science in Insurance, January, 2012
University of Illinois, Urbana, Illinois
Bachelor of Science in Risk Management, January, 2008
Skills
Interpersonal
Training
Creativity
Adaptability
Visualization
Business Acumen
Financial Management
Risk Management
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life insurance agent Job Descriptions; Explained
If you're applying for an life insurance agent position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
life insurance agent
- Prospect for new clients (cold calling, door knocking, and purchasing leads).
- Consult with clients to determine retirement goals and life insurance leads.
- Provide expertise on current retirement trends and run various life insurance illustrations to help client achieve their goals.
- Aid underwriters and case managers in expediting underwriting process for case approval.
- Continuously maintain current client relationships.
- Train new agents.
2
life insurance agent
- Create and sell personalized life insurance plans on a 100% commission basis
- Lead generation for future sales
- Cold calling to create in-home appointments
- Training and manage junior agents for licensing, script memorization, and sales techniques
3
life insurance agent
- Life and Health Licensed
- Strong Management Skills
- Prospecting and networking
- Retail life insurance polices
- Financial Education
- Processing paper work and follow up with clients
4
life insurance agent
- Presented and clearly explained insurance policy options to clients based o
- Called warm leads each week to expand client base.
- n their needs and goals.
- Developed life insurance and commercial insurance leads to meet monthly sales targets.
life insurance agent Job Skills
For an life insurance agent position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Project Management
- Quality Assurance
- Database Management
- Risk Management
- Troubleshooting
- Technical
- Computer Literacy
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Relationship Management
- Financial Management
- Accounting
- Strategic Thinking
- Innovation
- Documentation
- Supervisory
- Software Development.
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your life insurance agent Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Harry Bailey
753 Alderwood Drive, Fayetteville, TX 78940Professional Summary
Highly experienced Life Insurance Agent with a proven track record of providing customers with tailored insurance solutions to meet their needs. Adept at leveraging knowledge of insurance products and regulations to ensure customer satisfaction.
Employment history
Lead Life Insurance Agent, State Farm Bloomington, Illinois
September 2010 – Present
- Meetin sales goals and objectives
- Educating clients on the benefit's of life insurance
- Developing and maintainin relationships with clients
Associate Life Insurance Agent, Liberty Mutual Boston, Massachusetts
April 2009 – August 2010
- Conducting client meetins to discus insurance needs
- Selling life insuance policies to clients
- Keeping abreast of changes in the life insuance industry
Jr. Life Insurance Agent, State Farm Bloomington, Illinois
April 2008 – March 2009
- Generating quotes and proposals for life insurance products,
- Developing and maintaining relationships with clients
- Selling life insurance policies too clients.
Education
University of California, Berkeley, California
Bachelor of Science in Business Administration and Insurance, February, 2008
Skills
Data Analysis
Analytical
Financial Management
Business Acumen
Troubleshooting
Reporting
Risk Management
Business Acumen
Avoid Spelling Mistakes and Include your Contact Information
Missing contact information prevents recruiters from understanding you're the best fit for the position.
Key Insights- Make sure you're not missing contact information on your resume. That should include your full name, telephone number and email address.
- Make sure to use a professional email address as part of your contact information.
- Highlight your contact information and double check that everything is accurate to help recruiters get in touch with you.
How to Optimize Your life insurance agent Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Senior Life Insurance Agent, Travelers Hartford, Connecticut
June 2019 – May 2022
- Analyzing clients' current insurance coverage and providing advice on additional coverage
- Developing and maintaining relationships with clients
- Assisting clients with policy changes and claims
Life Insurance Agent, USAA San Antonio, Texas
June 2018 – May 2019
- Developing and maintaining relationships with clients
- Meeting sales goals and objectives
- Educating clients on the benefits of life insurance
Junior Life Insurance Agent, USAA San Antonio, Texas
June 2017 – June 2018
Education
University of Washington, Seattle, Washington
Property & Casualty Insurance, May, 2017
Skills
Computer Literacy
Mentoring
Presentation
Professionalism
Financial Management
Business Acumen
Documentation
Troubleshooting
Unexplained Year Gaps and Missing Job Experiences are a No-no
Gaps in your resume can prevent recruiters from hiring you if you don't explain them.
Key Insights- It's okay to have gaps in your work experience but always offer a valid explanation instead of just hiding it.
- Use the gap to talk about positive attributes or additional skills you've learned.
- Be honest and straightforward about the gap and explain it using a professional summary.
life insurance agent Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an life insurance agent position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Life Insurance Agent
Liberty Mutual
Boston, Massachusetts
Liberty Mutual
Boston, Massachusetts
Greetings Liberty Mutual Recruitment Team
I am writing to express my interest in the Chief Life Insurance Agent position at Liberty Mutual. As a Life Insurance Agent with 5 years of experience in Insurance myself, I believe I have the necessary skills and expertise to excel in this role.
Growing up, I always had a fascination with Customer Service. As I pursued my education and gained experience in this field, I realized that this was where I could make the most impact. I have had the opportunity to work on things throughout my career like personal projects and voluntary work, which have developed in me a deep understanding of the challenges and opportunities in this field. I am excited to bring my passion and expertise to the role at and help your organization achieve its goals.
I appreciate the time and consideration you have given my application. I am confident that if we work together we could achieve great things and so I look forward to the opportunity to join your team.
Respectfully,
William Hawkins
946-981-6104
[email protected]
William Hawkins
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.