Sample Insurance Advisor Resume

Posted in Advisor Resume Examples

Bobby Jackson
1404 Hampton Meadows
Bedford, MA 1730
(123)-928-7253
[email]

Career Objective Insurance Advisor seeking opportunity to put training and experience to work for growing organization.

Summary of Qualifications:

  • Significant experience in selling insurance products
  • Strong knowledge of insurance related issues and various insurance policies
  • Ability to suggest suitable product as per needs and budget of clients
  • Ability to build and maintain a long-term relationship with the client
  • Strong report-writing skills
  • Excellent explanation skills

Work Experience:

Insurance Advisor, August 2005 – Present
Alamo Capital, Bedford, MA

  • Communicated with clients and explained characteristics and qualities of insurance policies.
  • Suggested amount and type of coverage depending on analysis of prospect’s circumstances and used persuasive sales techniques.
  • Contacted policyholders to explain policy and recommended and made changes in insurance program and beneficiaries.
  • Assessed the needs of clients, developed solutions to complex risk situations and offered clients appropriate risk management products.

Insurance Advisor, May 2000 – July 2005
NL Financial Services, Bedford, MA

  • Followed-up with potential clients who made an inquiry for services.
  • Collaborated with the potential clients on various plans from top-rated carriers, found the best solutions.
  • Performed interviews of clients and collected information pertaining to their unique health insurance situations, needs and objectives.
  • Oversaw the renewal process for existing clients.
  • Assisted in meeting team and company goals.

Education

Bachelor’s Degree in Finance, Evergreen Valley College, San Jose, CA

We know how to prepare a professional resume!