Life Insurance Agent Resume

A life insurance agent works independently or for an insurance company and sells life insurance to individuals. He finds and convinces customers in buying life insurance by explaining the benefits the policy provides. The person has thorough knowledge of the variety of life insurance policies. He collects information from people interested in buying policies and helps them in filling out a questionnaire. He also request the insurance purchaser to undergo medical test by the physician or at the clinic listed the doctors/clinic panel of the company. Other personal details about the lifestyle, financial position, and health history has to be recorded and served for the complete insurance terms. The jobholder has good knowledge about the policy features and is capable of explaining them to customers in an easy language.

Life Insurance Agent Resume Sample

Career Objective:

Interested in working as a life insurance agent for “Reliable Insurance company,” and help sell insurance policies to people.

Summary of Skills:

• Outstanding communication, interpersonal, and data entry skills
• Ability to manage time and complete daily sales target in office hours
• Skilled in gathering and interpreting information and advising clients on which insurance to buy
• Confident, hardworking, and enthusiastic person with sound telephone etiquettes
• Sound knowledge of insurance features and specification and legal implications involved
• Excellent analytical, customer service, and insurance products sales skills

Work Experience:

Life Insurance Agent
ABC Family Insurance, New York, NY
October 2014 - Present

• Meeting customers interested in buying insurance and gathering information on health,family, finance, and lifestyle
• Assisting customers in filling up questionnaire and completing the application forms
• Assessing insurance needs of customers, and calculating amount to be insured
• Requesting and arranging for medical checkup of the insurance purchaser with the list doctor/clinic
• Explaining policy features and the benefits the beneficiary will be getting about the death of insured
• Presenting different insurance options and the types of premiums associated with them

Life Insurance Agent
Sound Mind Insurance Company, New York, NY
February 2013 - September 2014

• Sold life insurance policies to over 400 people and achieved annual sales target
• Calculated premium for sum assured amount and explained payment options
• Explained benefits the family would be enjoying after the death of the insured
• Reviewed and evaluation information provided by customers and proceeded for sales
• Assisted customers in choosing the right life insurance policy that took care of the entire family members
• Updated knowledge of life insurance products and shared with customers

Education:

• Bachelor's Degree in Business
  ABC University, New York, NY
  2010

• Certified Life and Health Insurance Agent
  State Insurance Board, New York, NY
  2012

Reference:
On request.

See Also

• Insurance Agent Responsibilities

• Insurance Sales Manager Resume