A life insurance agent resume is your gateway to securing a job in the financial services industry.

Whether you're aiming for a sales role or a customer service position, a strong document highlights your knowledge of products, accomplishments, and ability to build lasting client relationships.

This article will guide you through the resume writing process that effectively showcases your experience and helps you stand out in the highly competitive market.

Life insurance agent resume examples

Life insurance agent resume sample

Life insurance agent resume template

Life Insurance Agent Resume
Use template Download PDF

Resume for life insurance agent | Plain text

Emily Green
emily.green@email.com | (555) 234-5678 | Denver, CO

Summary

Dynamic and client-focused life insurance agent with experience providing tailored solutions. Proven expertise in building strong relationships and delivering personalized service, committed to helping clients protect their financial futures.

Skills

  • Expertise in life insurance policies
  • Risk assessment and financial planning
  • Relationship building and client retention
  • Sales strategy and cold calling
  • CRM software proficiency
  • Claims processing and underwriting
  • Regulatory and compliance knowledge
  • Time management and multitasking
  • Negotiation and persuasive communication
  • Excellent customer service and problem-solving

Experience

Life Insurance Agent

New York Life Insurance Company | Denver, CO | 2019 – Present

  • Successfully develop and tailor life insurance policies for more than 200 clients, which contributed to a 20% increase in overall sales for the agency.
  • Conduct comprehensive financial assessments for clients, recommending appropriate policies based on their goals, life stages, and risk tolerance.
  • Build and maintain a loyal client base by providing consistent support, resulting in a retention rate of over 90% for new policyholders.
  • Facilitate claims processing and policy renewals, ensuring smooth and prompt services, leading to high customer satisfaction and long-term relationships.

Sales Agent

State Farm | Denver, CO | 2017 – 2019

  • Focused on selling life insurance policies and exceeded goals, contributing to a 25% growth in the branch's sales within the first year.
  • Initiated and nurtured client relationships through targeted cold calling and marketing outreach, effectively generating a consistent lead pipeline.
  • Provided clients with clear information regarding policy options, benefits, and potential risks, ensuring informed decision-making.
  • Managed all aspects of the claims process for clients, ensuring transparency and efficiency, while also maintaining strict adherence to regulatory standards.

Education

Bachelor of Science in Business Administration
University of Colorado Boulder, CO | 2017

Certifications

  • Life and Health Insurance License | State of Colorado | Issued: 2019
  • FINRA Series 6 License | FINRA | Issued: 2020
  • Certified Financial Planner (CFP) | Certified Financial Planner Board of Standards | Issued: 2023
  • Chartered Life Underwriter (CLU) | The American College of Financial Services | Issued: 2022

Languages

  • Fluent in Spanish, providing an ability to serve a diverse clientele.

Strong sides of this life insurance agent resume:

  • Well-organized, highlighting a comprehensive skills section that showcases relevant abilities in life insurance.
  • Clear experience progression from entry-level to a senior role, demonstrating growth and expertise.
  • Strong educational background and certifications, reinforcing the candidate’s qualifications.

How to format a resume for a life insurance agent?

  • Choose a professional font such as Arial or Times New Roman, sized between 10-12 pt.
  • Limit your document to one page resume format unless you possess over 10 years of experience.
  • Add 1-inch margins on all sides for clean presentation.
  • Set the line spacing to 1.15 or 1.5 for readability.
  • Make resume section headings bold to clearly distinguish each part.
  • Implement simple bullet points to list key responsibilities and achievements.
  • Maintain consistent layout across the entire application (e.g., font size, styles, etc.).

To avoid formatting issues, try using AI resume builder.

Resume Trick provides easy-to-use resume templates that can be customized for any industry.

Create your professional Resume in 10 minutes for FREE

Build My Resume

Independent life insurance agent resume example

Sample independent life insurance agent resume

David Mitchell
david.mitchell@email.com | (555) 765-4321 | Phoenix, AZ

Summary

Independent life insurance agent with a strong ability to connect to clients and offer them personalized options. Over 10 years of experience delivering high-quality life insurance products and financial planning advice. Proven track record of sales success and customer retention.

Skills

  • In-depth knowledge of life insurance products
  • Sales prospecting and lead generation
  • Client relationship building and retention
  • Needs analysis and financial planning
  • Self-management and organization
  • CRM software proficiency
  • Knowledge of tax regulations and retirement planning
  • Persuasive negotiation skills
  • Problem-solving and claims management
  • Customer service and post-sale support

Experience

Independent Life Insurance Agent

Self-employed | Phoenix, AZ | 2018 – Present

  • Manage a portfolio of over 300 clients, providing personalized life insurance policies and financial solutions to meet their unique needs.
  • Partner with multiple leading insurance carriers to offer a range of policies, ensuring clients receive the best coverage at competitive prices.
  • Conduct client education seminars and webinars, increasing awareness about the importance of life insurance and resulting in a 40% conversion rate from leads.
  • Build strong long-term relationships with clients, offering continued support with policy renewals, claims management, and financial planning.

Life Insurance Specialist

Allstate Insurance | Phoenix, AZ | 2015 – 2018

  • Sold tailored life insurance policies to individuals and families, resulting in a 30% increase in policyholder retention for the branch.
  • Implemented targeted marketing campaigns, including email outreach and community events, which resulted in a significant increase in lead generation.
  • Conducted detailed needs assessments, recommending products that best suited clients’ life stages and financial goals.
  • Developed and maintained a strong rapport with clients, leading to referrals and a high client satisfaction rate.

Education

Bachelor of Science in Marketing
Arizona State University | Tempe, AZ | 2015

Certifications

  • Life and Health Insurance License | State of Arizona | Issued: 2015
  • FINRA Series 6 License | FINRA | Issued: 2016
  • Certified Financial Planner (CFP) | Certified Financial Planner Board of Standards | Issued: 2022
  • Chartered Life Underwriter (CLU) | The American College of Financial Services | Issued: 2020

Additional Information

  • Active member of the Arizona Insurance Association.

This example of a life insurance agent resume is good as:

  • Independent agent experience reflects strong self-management skills and the ability to maintain a large client base.
  • Includes metrics that highlight sales success and client conversion rates, demonstrating impact and achievements.
  • Detailed certifications and optional information section that adds depth to the candidate’s qualifications.

Should I choose a resume objective or summary?

Resume summary emphasizes your past accomplishments, suitable for those with substantial experience.

Life insurance agent resume summary sample:

**

Resume objective outlines your aspirations, typically used by individuals at the beginning of their careers.

Life insurance agent resume objective example:

**

How to list your life insurance agent resume skills?

The skills section proves the competencies that make you qualified for the role.

  • Hard skills are tangible, technical abilities like understanding insurance products, conducting client assessments, and using CRM software. These are acquired through training or direct work.
  • Soft skills refer to interpersonal and emotional qualities, such as communication, empathy, and negotiation. These are usually developed through life experiences and ongoing interactions.

Life insurance agent hard skills:

  • Expertise in insurance policies
  • Negotiation tactics
  • Risk evaluation
  • Building strong client relationships
  • Proficient in CRM systems
  • Crafting insurance policies
  • Financial analysis
  • Experience in cold calling
  • Regulatory and compliance adherence
  • Conducting thorough needs assessments
  • Claims management
  • Underwriting knowledge
  • Efficient time management
  • Lead generation strategies
  • Exceptional customer service

Soft skills for life insurance agents:

  • Effective communication
  • Strong active listening
  • Problem-solving approach
  • Ability to work well in teams
  • High emotional intelligence
  • Flexible and adaptable
  • Deep sense of empathy
  • Strong attention to detail
  • Persuasion skills
  • Managing conflict professionally
  • Excellent multitasking abilities
  • Customer-focused mindset
  • Skilled in negotiation
  • Reliable work ethic
  • Demonstrating integrity

Health and life insurance agent resume template

Health and life insurance agent resume sample

Health and Life Insurance Agent Resume
Use template Download PDF

Resume for life insurance agent | Text version

Jessica Taylor
jessica.taylor@email.com | (555) 432-1098 | Chicago, IL

Summary

Health and life insurance agent with comprehensive knowledge of medical products. Experience in delivering tailored insurance solutions that protect clients' health and financial wellbeing. Focused on customer satisfaction and compliance with industry regulations.

Skills

  • Expertise in health and life insurance products
  • Sales and client acquisition strategies
  • Risk evaluation and needs analysis
  • Medicare and Medicaid knowledge
  • Claims management and dispute resolution
  • Customer service and relationship management
  • Regulatory compliance and industry knowledge
  • Time management and organizational skills
  • Communication and interpersonal skills
  • Financial planning and asset protection

Experience

Health and Life Insurance Agent

Blue Cross Blue Shield of Illinois | Chicago, IL | 2020 – Present

  • Specialize in providing both health and life insurance policies, offering clients complete protection for their medical and financial needs.
  • Help clients navigate the insurance marketplace, offering guidance on coverage options and benefits for health, life, and supplemental policies.
  • Conduct in-depth consultations to assess client needs and ensure that the coverage selected aligns with their financial goals and health requirements.
  • Achieved 110% of annual sales goals for two consecutive years, contributing to increased market share for the region.

Insurance Agent

The Hartford | Chicago, IL | 2016 – 2020

  • Focused on the sale of health insurance policies, while also managing client accounts for life coverage.
  • Worked closely with clients to understand their needs and provided tailored solutions for both health and life insurance.
  • Organized client seminars to increase awareness about the importance of having adequate coverage in both areas, increasing client acquisition by 20%.
  • Managed over 500 accounts, ensuring accurate policy details and high client retention rates through excellent service and communication.

Education

Bachelor of Arts in Economics
DePaul University | Chicago, IL | 2016

Certifications

  • Health and Life Insurance License | State of Illinois | Issued: 2016
  • Certified Health Insurance Specialist (CHIS) | 2019
  • Certified Financial Planner (CFP) | Certified Financial Planner Board of Standards | Issued: 2022
  • Chartered Life Underwriter (CLU) | The American College of Financial Services | Issued: 2021

Additional Information

  • Volunteer with local community organizations to provide free financial planning advice to low-income families.

This sample life insurance agent resume is effective for several reasons:

  • Dual expertise in both health and life insurance, making the candidate versatile for various roles in the field.
  • Shows a strong balance between sales achievements and client education, indicating a well-rounded skill set.
  • The inclusion of volunteer work provides a personal touch and demonstrates a commitment to community involvement.

Education for a life insurance agent resume

The education section reveals your background and establishes that you have the knowledge necessary for the role.

Structure of the education section of resume

Experience in a life insurance agent resume

  • Begin with your most recent position.
  • Include the title, company name, and employment dates.
  • Use bullet points to showcase your key responsibilities and accomplishments.
  • Focus on achievements and the tangible outcomes you've delivered (e.g., sales targets or client satisfaction).
  • Customize this part to reflect the skills most relevant to the specific role.

Conclusion

Creating an effective life insurance agent resume requires more than simply listing your work experience—it’s about emphasizing the qualities that make you an asset in the financial services field.

By following the tips in this guide, you can build a document that captures the attention of hiring managers and demonstrates your readiness to succeed in the dynamic world of life insurance sales.

Create your professional Resume in 10 minutes for FREE

Build My Resume