Licensed Sales Agent Resume Samples

A Licensed Sales Agent is an insurance agent who undertakes the job of selling insurance policies to customers as a means to generate new business for the insurance companies. While specific duties vary from agent to agent, certain duties are common and are seen on the Licensed Sales Agent Resume as follows – contacting potential customers and selling insurance; explaining various insurance policies, helping clients in choosing plans; calling potential clients to expanding their customer base; interviewing potential clients and gathering data about their financial resources; handling policy renewals; maintaining electronic and paper records; and helping policyholders in settling claims.

In order to qualify the following skills are required –in-depth knowledge of the different types of insurance plans such as vehicles, home, and business; outstanding interpersonal and negotiation skills; proficiency in computers and statistical analysis software. A degree in sales or marketing along with a valid license is seen on resumes.

Licensed Sales Agent Resume example

Licensed Sales Agent Resume

Summary : Dependable Sales and Customer Service Professional with accounting degree, cash handling experience and over five years of inbound and outbound call center experience within fast paced environments. Areas of expertise include: Negotiating Skills Researching Account Problems Resolving Disputes Analytical Skills.

Skills : Hospitality/Restaurant Management, Marketing And Sales.

Description :

    1. Attended meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    2. Calculated premiums and establish payment method.
    3. Customized insurance programs to suit individual customers, often covering a variety of risks.
    4. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    5. Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
    6. Selected company that offers type of coverage requested by client to underwrite policy.
    7. Enrolled Customers in Health Insurance by phone and assisted with online applications.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelor Of Business


Sr. Licensed Sales Agent Resume

Summary : Sales Professional and Manager with 11+ years of business experience seeking a customer relations based position. Possesses strong track record in exceeding forecasts in assigned product categories as a Sales representative and Sales Manager.

Skills : Sales, Marketing, Creativity, Customer Service, Management.

Description :

    1. Identified opportunities, nurture relationships and close deals.
    2. Constituted 30% of business, with property/casualty constituting 55% and the remainder represented by life insurance and financial investments.
    3. Formed strategic alliances with prominent mortgage and real estate brokers, generating a steady stream of highly qualified leads.
    4. Marketed products and services through traditional media, including the yellow pages and shopping carts at local supermarkets.
    5. Generated new leads from field activity and actively followed up on referrals.
    6. Achieved sales targets on a month-by-month basis.
    7. Identified customers' needs and closed deals only after systematic consultation - Customized insurance programs to suit customer needs.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts


Jr. Licensed Sales Agent Resume

Objective : Strong analytical, project management and planning skills, combined with the ability to coordinate the efforts of all. Ability to make decisions in a variety of situations. Leadership and teamwork capabilities for staff training/development, and employee procedures. Able to handle responsibilities in a productive and efficient manner within a fast paced environment.

Skills : Retail Management, Retail Sales, Human Resources, Banking, Microsoft Office, Insurance.

Description :

    1. Met and exceeded all individual and team sales goals.
    2. Solicited and sold all lines of insurance including fire, auto, life, health, and flood.
    3. Solicited and sold all banking products with State Farm Bank including checking/savings accounts, credit cards, dealer vehicle loans and refinances.
    4. Serviced all customer accounts by changing, replacing or updating profiles, coverages, vehicles, drivers, lien holders, etc.
    5. Completed financial reviews per household to pivot new lines of sales.
    6. Worked with prospect and lead programs to develop new clients and sales.
    7. Promoted referral program to all new and existing business.
    8. Researched and issued solicitation and mailer reports to all team members for follow-up.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business

Licensed Sales Agent III Resume

Summary : Secure a position with a growing or established organization to maximize current sales and human relations experience. Passionate about open mindedness and learning new skills, working diligently, and keeping a positive attitude. With prior experience in phone sales (some international) and psychology degree capeable of working in many environments and can relate to diverse groups of people.

Skills : Outlook, As400, Excel, Powerpoint, Microsoft Office.

Description :

    1. Required to utilize online resources to quickly look up procedures and laws on phone calls that can change daily.
    2. Used influential language to up sell extras on policies, providing legendary customer service and having a positive attitude.
    3. Authorized to read and access customers Motor Vehicle Reports and CLUE reports from the Department of Motor Vehicles.
    4. Updated Customers records through Inbound and Outbound.
    5. Used Multi Operating systems.
    6. Assisted medicare-eligible individuals in selecting the proper products and services.
    7. Provided excellent customer service and assistance in all aspects of medicare products.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Psychology

Licensed Sales Agent II Resume

Objective : To employ extensive business knowledge and experience with the intention of securing a professional career with opportunity for challenges and career advancement, while gaining knowledge of new skills and expertise.

Skills : Microsoft Office, Microsoft Excel, Management.

Description :

    1. Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Met with individual clients and businesses, which resulted in customized financial plans for clients.
    3. Personalized home visits to discuss insurance and financial needs and made appropriate recommendations.
    4. Led marketing for the entire firm where I brought 8 new companies as clients in first 6 months.
    5. Started networking initiatives: e.g.
    6. Trade shows, building fundraisers, and oversaw networking database.
    7. Developed an Excel spreadsheet tool to track all prospective and previous clients for up sell possibilities.
    8. Established partnerships with Tax Accountants and HR Managers to cross sell services.
    9. Translated sales presentations in front of businesses and hundreds of employees.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Licensed Sales Agent I Resume

Summary : Certified Phlebotomist in a facility where can apply knowledge and clinical experience, while being offered an opportunity for professional growth and advancement.

Skills : Microsoft Office, Adobe Photoshop, Adobe Illustrator.

Description :

    1. Delivered on-going customer service in a fast paced sales environment.
    2. Supported monthly sales quota by obtaining new clients owned to outbound calls, referrals, quotes and new customer inquiries.
    3. Ensured all payments were posted and the client's account was updated successfully.
    4. Provided administrative support to local departments.
    5. Conducted calls to existing clients for proposal of any new product, and offered customers resolution for their concerns.
    6. Maintained positive client and business relationship.
    7. Contributed to quarterly sales goals by consistently meeting US Agencies sales objectives.
    8. Earned COE awards for excellent employee performance.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
High School Diploma

Assistant Licensed Sales Agent Resume

Objective : Experienced in different sales and marketing styles as well as front line management in the hospitality industry. Seeking a position in a service oriented field that can utilize skills to benefit the company and provide ample opportunity for growth.

Skills : Bilingual, Dispatcher, CRM, Research, Granot, Real Estate License, Quickbooks, Sales Pro.

Description :

    1. Determined customers' financial services needs and prepare proposals to sell services that address these needs.
    2. Contacted prospective customers to present information and explain available services.
    3. Prepared forms or agreements to complete sales.
    4. Developed prospects from current commercial customers, referral leads, or sales or trade meetings.
    5. Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
    6. Calculated premiums and establish payment method.
    7. Answered questions related to coverage and changes on healthcare plans, pharmacy network, and drug formularies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Associate Licensed Sales Agent Resume

Objective : Results oriented financial professional with more than ten years' experience in sales and customer service experience. Relevant skills include the following Sales Call Center Experience Self Starter Embrace Life Long Learning Management Problem-Solving Goal Setting Customer Service Mentoring Collection Experience.

Skills : Microsoft Office, Adobe Photoshop, Sales & Marketing, Teaching, Self-Starter, Public Speaking.

Description :

    1. Provided pricing, required information, and directions to customers and prospects.
    2. Prepared quotations for customers and processed policy change requests.
    3. Received and responded to customer inquiries and complaints.
    4. Followed up regularly or as needed with customers on all open and unresolved customer issues.
    5. Conducted daily customer courtesy and reminder calls.
    6. Performed outside marketing activities to generate sales.
    7. Ensured documents are completed accurately, scanned into the system, and filed daily.
    8. Received/Posted customer payments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Licensed Sales Agent/Representative Resume

Objective : Master of Social Work level clinician with experience in individual and group counseling, working with diverse populations providing outpatient services. Experience providing services in hospital and community settings. Experience includes both clinical and generalist service to clients. Theoretical orientation includes trauma-focused treatment that is strengths based utilizing various evidence based treatment modalities.

Skills : Inventory Management, Health Insurance, Customer Service.

Description :

    1. Worked directly in a call center sales department.
    2. Assisted Blue Cross Blue Shield members and potential members with determining clients' particular needs and financial situations and offered applicable products.
    3. Assisted with selection of appropriate Medicare Part C and supplement plans.
    4. Responsible for setting appointments for field agents as requested and answering any and all questions when clients called in.
    5. Sent out literature to clients as requested.
    6. Developed rapport and provided excellent customer service to both internal and external clients.
    7. Worked as a Lead Licensed Agent and assisted all agents with questions, dealt with customers who needed extra care and support to solve their problems and answer questions.
    8. Worked with supervisors from different departments to ensure interdepartmental success.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Clinical Social Work

Licensed Sales Agent Resume

Headline : Extensive experience providing excellence in customer relations. Excellent verbal and written communication skills. Proven history of success in inside and outside sales.

Skills : Microsoft Word, Microsoft Excel, PowerPoint.

Description :

    1. Responsible for cold calling, securing appointments and in person meetings to sell financial products.
    2. Followed up with thank you notes, prepared financial analysis and client presentations.
    3. Followed up with thank you notes, prepared financial analysis and client presentations.
    4. Maintained consistent record of attained and exceeded quotas.
    5. Worked well in both team sales and independently.
    6. Trained and studied for exams necessary to become a licensed sales agent.
    7. Closed sales and meet monthly sales goals in accordance with development plan.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate