Life Insurance Agent Resume Samples

A Life Insurance Agent will promote and sell life insurance policies to customers. The major duties and tasks are listed on the Life Insurance Agent Resume as – finding potential customers through cold calling or direct face to face meetings; presenting various policies and explaining its features to clients, attracting potential clients, collecting payments, developing and maintaining relationship with existing clients, preparing necessary paperwork, conducting annual insurance reviews; resolving customer concerns; completing training programs; and maintaining accurate records and files.

The summary of skills that are needed for succeeding in this role includes – life insurance products knowledge, in-depth knowledge of insurance laws, regulations and processes; the ability to interpret insurance policies and insurance coverage; sound telephone and communication skills; and the ability to interpret and follow underwriting guidelines. Employers pick resumes that display a high school diploma and on-the-job training.

Life Insurance Agent Resume

Summary : Motivated to start new ventures inside the business world, office/management position that will effectively maximize my 20 years experience as a Direct Care Specialist where provided exceptional elderly/disabled patients care. Seeking to diversify my extensive interpersonal skills in addition to supervision, detail to orientation and conflict management abilities. I am eager to take on new challenges where I can utilize my current skills and gain further experience while enhancing the company's productivity and reputation.

Skills : Microsoft Office, Data Entry.

Description :

    1. Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
    2. Contact prospective customers to present information and explain available services.
    3. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
    4. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    5. Calculate premiums and establish payment method.
    6. Perform administrative tasks, such as maintaining records and handling policy renewals.
    7. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
College Preparatory


Life Insurance Agent Resume

Headline : Looking to utilize my experiences in Customer Service/Administrative field to obtain a position with an outstanding organization, maximizing company growth while aligning with the mission of the organization.

Skills : Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Phone Etiquette, Multi-Tasking, Team Leadership.

Description :

    1. Prospecting potential clients to determine eligibility for insurance policies.
    2. Research assess to evaluate potential clients.
    3. Present company materials and discuss questions and concerns.
    4. Collect confidential information regarding client assets, medical and banking information.
    5. Adopt presentation based on client research to maximize success.
    6. Obtains underwriting approval by completing application for coverage.
    7. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    8. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Diploma


Independent Life Insurance Agent Resume

Objective : To obtain a challenging position with growth and potential. To embrace an opportunity that can grow into a career. ABILITIES Accountable Able To Build Trust Manage Large Teams Demonstrates Courage Manage Performances Create Schedules Communicate Effectively Think Critically Manage an Office/ Store Build relationships High Drive for Chance High Drive for Success.

Skills : Communications.

Description :

    1. Answered customers' questions regarding products, prices and availability.
    2. Emphasized product features based on analysis of customers' needs.
    3. Attended trade shows and sales conferences.
    4. Collaborated with colleagues to exchange selling strategies and marketing information Taught potential clients about products through seminars and other special events.
    5. Responded to all customer inquiries in a timely manner.
    6. Acted as customer liaison between sales management and personal accounts.
    7. Collaborated with members of other departments to complete sales transactions.
    8. Used networking opportunities to create successful, on-going business relationships.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor's In Business Management

Health/Life Insurance Agent Resume

Headline : Highly motivated and focused professional with over 10 years of administrative skills. Looking for an organization/company that has an opportunity for growth and advancement. Responsible, with exceptional communicational and writing skills, excellent phone etiquette, maintain positive relations with staff and customers/clients. Very computer literate, familiar with Microsoft Office -Word, Excel, Publisher, PowerPoint and Outlook.

Skills : Consultative Selling, Motivational Interviewing, Management.

Description :

    1. Developed a base for long-term sources of clients with referrals, occupational, and special interest groups to compile list of prospects.
    2. Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determine extent of present coverage and investments.
    3. Coordinating a protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    4. Obtain underwriting approval by completing application for coverage.
    5. Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    6. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    7. Provides death benefits by delivering policy proceeds; reassessing client needs.
    8. Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
High School Diploma In English And Spanish

Health & Life Insurance Agent Resume

Headline : Experienced Financial Services Professional with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.

Skills : Computer: Excel, Oracle, Microsoft Office Suite, ThomsonOne Banker, Bloomberg, Basic proficiency in Adobe Photoshop Languages: Chinese - Native; English - Fluent; Spanish - 6 years.

Description :

    1. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
    2. Implemented financial planning recommendations.
    3. Maintained confidentiality of bank records and client information.
    4. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
    5. Processed applications, payments, corrections, endorsements and cancellations.
    6. Prepared necessary paperwork to process insurance sales and renewals.
    7. Pursued continuing education and training programs to continue professional development.
    8. Presented and clearly explained insurance policy options to clients based on their needs and goals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Psychology

Life Insurance Agent/Supervisor Resume

Objective : Highly motivated and focused professional with over 10 years of administrative skills. Looking for an organization/company that has an opportunity for growth and advancement. Responsible, with exceptional communicational and writing skills, excellent phone etiquette, maintain positive relations with staff and customers/clients. Very computer literate, familiar with Microsoft Office -Word, Excel, Publisher, PowerPoint and Outlook.

Skills : People Person, Customer Service Skills.

Description :

    1. Developed base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtained underwriting approval by completing application for coverage.
    6. Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provided continuing service by providing direct deposit forms; processing changes in beneficiary and policies Provided death benefits by delivering policy proceeds; reassessing client needs.
    8. Updated job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Dental Assistant

Health/Life insurance agent Resume

Objective : Retail sales professional versed in product placement and merchandising. Extensive experience in inventory management and shipment processing. Lead Sales Associate who consistently meets and exceeds sales targets. Reliable team player and strong communicator. Retail Sales Associate with more than 2 years in the retail industry. Areas of expertise include sales, customer relations and inventory management.

Skills : General machine/system maintenance, knowledge using a large quantity of Windows and linux software programs, strong troubleshooting abilities.

Description :

    1. Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
    2. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtains underwriting approval by completing application for coverage.
    6. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    8. Provides death benefits by delivering policy proceeds; reassessing client needs.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
High School Diploma In Sales

Life Insurance Agent II Resume

Headline : Obtain a challenging leadership position applying creative problem solving and lean management skills with a growing company to achieve optimum utilization of its resources and maximum profits.

Skills : Public Speaking , Customer Service, Monitoring, Interpersonal Skills,Flexible, Cash Sales.

Description :

    1. Develops base for long-term sources of clients by using referrals, occupational, and special- interest groups to compile lists of prospects.
    2. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
    3. Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
    4. Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
    5. Obtains underwriting approval by completing application for coverage.
    6. Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
    7. Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
    8. Provides death benefits by delivering policy proceeds; reassessing client needs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
AA In Paralegal

Life Insurance Agent III Resume

Objective : Ability to logically troubleshoot and solve complex problems Hands on skill using laboratory glassware and pilot plant API production Experience with the safe use of high potency chemicals category 3 and 4 Knowledge of MS Office, Lotus notes and other commonly used computer software Strong communication skills.

Skills : Microsoft Word, Excel, Sage Peachtree.

Description :

    1. Performed customer service with clients by listening to their concerns and finding solutions that addressed their needs.
    2. Develop rapport with clients to determine needs and present sales proposals to them.
    3. Calculate premiums and establish payment method.
    4. Call on policyholders and prospective policy holders to set appointments with them.
    5. Confer with clients to obtain and provide information when claims are made on a policy.
    6. Customize insurance programs for individual customers, often covering a variety of risks.
    7. Interview prospective clients to see if they would be a good fit for my services.
    8. Perform administrative tasks, such as maintaining records and handling policy renewals.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Computer Science

Licensed Life Insurance Agent Resume

Objective : An internship position with a growing company. Where my educational background and experience will have valuable application to you the employer and myself, in progressional growth. Exceptional listener and communicator who Goal-driven leader who maintains a productive effectively conveys information verbally and in climate and confidently motivates, mobilizes, and writing. coaches employees to meet high performance standards.

Skills : Cashier, Finances.

Description :

    1. Prepared internal quarterly and annual portfolio monitoring reports.
    2. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
    3. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.
    4. Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs.
    5. Maintained confidentiality of bank records and client information.
    6. Analyzed legal documents, including wills, insurance policies and corporate contracts.
    7. Oversaw investment portfolio analysis, file maintenance and broker verification.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma

Life Insurance Agent I Resume

Objective : I am passionate about sales and merchandising. Eager to join a dynamic team that rewards initiative and high quality service.

Skills : Networking, Interpersonal, Sales Analysis, Customer Service, Cash Register Operations, Opening And Closing Procedures, Social Perceptiveness, Upselling, Sales Training, Problem-solving Skills, Pursuasive, Competitive, Motivated.

Description :

    1. Calculate premiums and establish payment method.
    2. Customize insurance programs to suit individual customers, often covering a variety of risks.
    3. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
    4. Perform administrative tasks, such as maintaining records and handling policy renewals.
    5. Develop marketing strategies to compete with other individuals or companies who sell insurance.
    6. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    7. Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
    8. Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associate Of Science In Information Technology

Life Insurance Agent Resume

Objective : Managerial Professional and Military Veteran with 10+ years of proven experience developing teams to achieve organizational goals, managing processes to ensure efficiencies in operations, and instructing students. Skilled in residential services and client support; able to work in a fast-paced and dynamic environment. Skills and experience lend substance to careers of wide variety, including Residential Supervisor in rehabilitation facility, Instructor and Call Center Supervisor.

Skills : Lisence Insurance Agent of Kentucky.

Description :

    1. Performed needs analysis and advised clients on best plan.
    2. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
    3. Calculated premiums and establish payment method.
    4. Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
    5. Conferred with clients to obtain and provide information when claims are made on a policy.
    6. Customized insurance programs to suit individual customers, often covering a variety of risks.
    7. Developed marketing strategies to compete with other individuals or companies who sell insurance.
    8. Ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
M.A In Counseling Psychology